Microsoft Dynamics 365 Admin - Remote

About the role

We are seeking an experienced CRM Administrator to support a customer project focused on operational excellence across CRM and revenue systems. This remote contractor role involves auditing, analyzing, and improving SaaS workflows.

Key responsibilities

• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
• Analyze policy conflicts and determine appropriate business rules.
• Review and reconcile data across CRM and connected platforms.
• Create clear operational prompts and documentation for complex SaaS scenarios.
• Document recommended system changes and operational decisions.
• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
• Provide insights on CRM optimization, system design, and sustainable governance.

Required profile

• 4–6 years of hands‑on experience with Salesforce, HubSpot, Microsoft Dynamics 365 or similar CRM platforms.
• Experience leading CRM implementations, migrations, consolidations, or rollouts.
• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
• Experience with at least two revenue or operational systems such as billing, CPQ, ticketing, or integration platforms.
• Working knowledge of SQL, APIs, data models, and cross‑system data reconciliation.
• Experience working in SaaS environments.
• Excellent written and verbal English communication skills.

Required skills

• Salesforce
• HubSpot
• Microsoft Dynamics 365
• SQL
• APIs
• Data modeling
• CPQ systems
• Billing and ticketing platforms
• Integration platforms