Process Optimization Specialist
Tasks
- Automate recurring CRM driven deliverables
- Build slide templates with autopopulation
- Create single source of truth reporting views
- Design standardized workflows templates and SOPs
- Develop dashboards and KPI reporting
- Drive user adoption through enablement and change management
- Establish KPI definitions and reporting cadence
- Identify bottlenecks and rework
- Implement CRM usage job aids
- Improve CRM data quality validations and monitoring
- Investigate root causes of poor data
- Map sales operational processes
- Provide guided CRM data entry
- Support CRM tool integration testing and change control
Perks/Benefits
- N/A
Skills/Tech-stack
BPMN | CRM Data Quality | CRM Integration | CRM data | Dashboarding | Data Modeling | Data Quality | Dynamics 365 | ETL | KPI Management | Lean | Microsoft Dynamics | Microsoft Dynamics 365 | Microsoft Power | Microsoft Power Apps | Microsoft Power Automate | Microsoft Power BI | Power Apps | Power Automate | Power BI | Process Improvement | Reporting Automation | Revenue operations | SQL | Sales operations | Salesforce | Six Sigma | Workflow automation
Education
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