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CRM Strategic Account Administrator

JOB SUMMARY: The CRM (Customer Relationship Management) Strategic Account Administrator is responsible for ensuring the accuracy, integrity, and governance of strategic and global customer data within Microsoft Dynamics CRM. This role serves as a critical operational partner to Sales, Account Management, Finance, Legal, and Executive Leadership teams throughout North America by administering Opportunity and Account records, coordinating sales approval workflows, and ensuring compliance with established commercial policies through Microsoft Dynamics CRM.

The ideal candidate is highly organized, detail-oriented, and experienced in CRM administration, sales operations, and data stewardship. They possess strong communication skills and the ability to work across multiple departments while maintaining data quality and process consistency.

ESSENTIAL FUNCTIONS:

1. Create, update, and maintain Opportunity records for global and strategic customers in accordance with company standards and sales processes within Microsoft Dynamics CRM.

2. Coordinate Opportunity approval workflows with sales leadership and other stakeholders to comply with commercial policy.

3. Collect, verify, and process required documentation and approvals to progress Opportunity records through defined sales stages.

4. Support sales forecasting and reporting accuracy by maintaining timely and accurate Opportunity data.

5. Build and maintain complex global customer Account hierarchies within Microsoft Dynamics CRM.

6. Utilize integrated Dun & Bradstreet (D&B) data to establish accurate parent-child relationships across customer organizations.

7. Assist marketing team with lead management and campaigns associated with global and strategic customers

8. Collaborate with stakeholders to ensure customer hierarchies support sales strategy, reporting, and account planning.

9. Serve as a subject matter expert for global and strategic account administration processes, providing guidance and support to CRM users and collaborating with the Customer Data Management team regarding Account structure, Opportunity management, and governance.

10. Monitor global and strategic customer CRM processes and recommend improvements to increase accuracy, consistency, and efficiency.

11. Participate in CRM enhancement projects, testing, and process improvement initiatives.

12. Contribute to other projects as assigned and perform additional duties as requested by management.

• The functions listed describe the business purpose of this job or position.  Specific duties or tasks may vary and be documented separately.  An associate might or might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity. 

• All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions.

• Associates are held accountable for successful job performance.  Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein.

• In performing functions, duties or tasks, associates are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations.  Associates are required to notify superiors upon becoming aware of unsafe working conditions.

• All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures.  In the event of uncertainty or lack of knowledge of company policies and procedures, associates are required to request clarification or explanations from superiors or authorized company representatives.

MINIMUM QUALIFICATIONS AT ENTRY:

Additional qualifications may be specified and receive preference, depending upon the nature of the position.

EDUCATION/EXPERIENCE: 

• High school diploma or GED required

• Associate's degree in business administration, information systems or a related field, or equivalent experience in a similar role sufficient to perform the essential functions of the job, as determined by the company, preferred

• Experience supporting sales, sales operations, or customer master data administration

• 3 years' progressively responsible experience with CRM systems required, preferably with Microsoft Dynamics CRM 

• Experience with Dun & Bradstreet (D&B) data and corporate hierarchy management is a plus

COMPETENCIES (as demonstrated through experience, training, and/or testing):

• Strong proficiency in CRM, preferably Microsoft Dynamics CRM, including experience supporting sales operations, CRM data management, or customer master data administration

• Ability to interpret and translate complex financial information into CRM records

• Proficient in Microsoft Excel, with the ability to manipulate and analyze large datasets

• Competency in Microsoft Outlook, Word, and PowerPoint

• Detail-oriented with exceptional organizational and time management skills to meet deadlines and handle multiple tasks simultaneously

• Strong communication skills, both verbal and written, with the ability to effectively collaborate with cross-functional teams

• Intense focus on customer service

• Self-motivated and proactive, with a strong ability to work independently and as part of a team

WORKING CONDITIONS AND PHYSICAL/MENTAL DEMANDS:

With or without reasonable accommodation, requires the physical and mental capacity to perform effectively all essential functions.  In addition to other demands, the demands of the job include:

• Maintaining composure in dealing with executives, clients, prospects, and staff, in group settings and in situations requiring high performance and results.

• Must undergo and meet company standards for background and reference checks, controlled substance testing, and behavioral selection survey

• Handling and being exposed to sensitive and confidential information

• Required ability to handle multiple tasks concurrently

• Ability to sit for long periods of time while working on a personal computer

• Regular talking and hearing

• Occasional lifting and/or moving up to 10 pounds

• Ability to travel to and attend in-person training and special meetings at the Securitas office

• Work primarily performed in an office, hybrid environment or remote environment

"Securitas is committed to equal employment opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, pregnancy, genetic information, disability, status as a protected veteran, or any other applicable legally protected characteristic.

Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, we're looking for you to join the Securitas team.