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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM strategy and governance, with a strong focus on data integrity, user training, and continuous improvement initiatives. Proficient in leveraging CRM platforms and reporting tools to drive business objectives and enhance cross-functional collaboration.
Highest-signal resume keywords
CRM Strategy OwnershipData Governance StandardsMicrosoft Dynamics ProficiencyPower BI Reporting SkillsAnalytical Decision-Making
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM StrategyData ValidationReporting and DashboardsBusiness Case DevelopmentSystem Improvement Optimization
Soft Skills
Excellent CommunicationFacilitation SkillsOrganizational SkillsTime ManagementAccountability
Tools & Technologies
Microsoft DynamicsPower BI
Industry Keywords
Cross-Functional AdoptionContinuous ImprovementCompliance MonitoringUser EnablementSales Team Engagement
About the role
Key responsibilities & impact- Own the CRM strategy and governance, including defining the roadmap and prioritizing enhancements aligned with business objectives
- Serve as CRM product owner, directing workflows, integrations, and enhancements
- Validate business requirements and lead business cases and budget justifications for system improvements
- Hold IT and vendor partners accountable for timely, accurate delivery
- Establish and enforce data governance standards, including deduplication, validation processes, and compliance monitoring
- Design and deliver CRM training programs for onboarding and ongoing user enablement
- Create and maintain reporting and dashboards for leadership and sales teams
- Deprecate reporting that no longer meets business needs
- Monitor sales-team CRM usage and data integrity, escalate engagement or compliance gaps, and guide process improvement
- Lead continuous improvement initiatives by assessing system usage, training effectiveness, and evolving business needs
- Research and evaluate CRM platform enhancements and industry best practices
- Perform related tasks as requested by the supervisor
Requirements
What you’ll need- Bachelor’s degree in Business, Marketing, or related field (or equivalent experience)
- 3+ years of CRM strategy, governance, and optimization, including cross-functional adoption initiatives
- Strong analytical and decision-making skills with the ability to translate data into strategic recommendations
- Proficiency in CRM platforms (Microsoft Dynamics preferred), and reporting tools (Power BI preferred)
- Excellent communication and facilitation skills to influence and drive change across teams
- Exceptional organizational and time management skills with a focus on accountability and continuous improvement
