CRM Strategic Account Administrator
On-siteParsippany, New Jersey, United States
Job Summary
Maintain Opportunity and Account records for global strategic customers within Microsoft Dynamics CRM, ensuring data accuracy, integrity, and governance across sales, finance, and legal teams. Coordinate approval workflows, verify documentation, and manage complex customer hierarchies using Dun & Bradstreet data to support forecasting and reporting. Collaborate with cross-functional stakeholders to refine CRM processes, assist with lead management campaigns, and contribute to enhancement projects. Serve as a subject matter expert on account administration processes while adhering to commercial policies and safety protocols.
Required Qualifications
- High school diploma or GED
- Associate's degree in business administration, information systems or a related field
- Equivalent experience in a similar role sufficient to perform the essential functions of the job
- 3 years' progressively responsible experience with CRM systems
- Experience supporting sales, sales operations, or customer master data administration
- Must undergo and meet company standards for background and reference checks
- Must undergo and meet company standards for controlled substance testing
- Must undergo and meet company standards for behavioral selection survey
- Ability to travel to and attend in-person training and special meetings at the Securitas office
Desired Qualifications
- Experience with Dun & Bradstreet (D&B) data and corporate hierarchy management
- Experience with Microsoft Dynamics CRM
- 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
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