Microsoft Dynamics 365 CRM Administrator at Ascensus in San Juan, Puerto Rico

Job Description:

This role will provide primary support for Microsoft Dynamics 365 CRM environment and ancillary applications, with a focus on maintaining, managing, and administering CRM. This role will handle incoming support related to CRM usage, functions, and workflow within, to ensure the productivity of Ascensus associates. This role will customize CRM forms, fields, views, reports and dashboards. This role will be responsible for developing and maintaining custom validation rules and workflows, as well as participate in the integration process with other enterprise systems. Assist in defining roadmap of CRM, its implementation and adoption within the company.

Essential Duties and Responsibilities:

• Primary support of CRM environment at Ascensus

• Perform application administration activities such as installation, managing security, configuration, and providing user support and training


• Maintain and administer Microsoft Dynamics 365 CRM platform including daily monitoring, troubleshooting, and performance analysis.


• Plan and implement patches and roll-ups


• Responsible for account management and security controls within the CRM platform and ancillary systems


• Identify opportunities to leverage CRM for efficiency and productivity gains


• Responsible for reporting support for CRM business users


• Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.


• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.


• Assist with other tasks and projects as assigned.

Minimum Requirements:

• Bachelor's degree or equivalent work experience


• Excellent analytical skills


• Excellent oral and written communication skills including active listening. Asking appropriate questions, clarifying information and writing clear, concise documents.


• Knowledge of PC applications including SQL and MS Office products


• 5+ years experience with Microsoft Dynamics 365 CRM


• Solid understanding of administration and security configuration


• Experience migrating/integrating data between Dynamics and other systems using ETL tools such as SSIS


• Understanding of business process and workflow management


• Ability to translate business challenges into technical solutions


• Ability to work effectively independently

*LI-TP1

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
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