CRM Sales Support Specialist Dynamics 365

Job Overview

Our client is looking for a CRM Virtual Sales Support Specialist who ensures Dynamics 365 Sales data is accurate, complete, and reliable so Sales leadership and teams can confidently manage pipelines, prioritize outreach, and make data‑driven decisions. This role supports sales enablement by maintaining high‑quality CRM records, delivering targeted lists and views, and continuously improving data hygiene and usability within Dynamics 365. It does not own a sales strategy, pipeline management, or CRM system configuration, but works closely with sales leadership and CRM administrators.

Schedule

• Monday - Friday, 10:00 AM - 02:00 PM Central Time (20 work hours per week)

Responsibilities

• Perform ongoing Microsoft Dynamic 365 Sales cleanup and data hygiene.
• Add and update contacts and accounts, including new contacts within existing firms.
• Complete missing data fields and ensure required fields are populated accurately and consistently.
• Identify and eliminate duplicates, inactive records, incorrect teams, and stale or outdated entries.
• Maintain clean account hierarchies, contact associations, and ownership alignment.
• Build and maintain targeted lists to support sales efforts (e.g., conferences, Nova groups, geographic regions).
• Support basic process improvements by identifying opportunities to streamline data entry, cleanup, and list creation.
• Explore and leverage available automation or AI tools to improve data enrichment, deduplication, and field completion efficiency.
• Assist Sales staff with email and marketing campaigns.
• Other related duties as assigned.

Requirements

• Comfortable with Technology and working across multiple applications and systems.
• Strong organizational skills with close attention to detail and accuracy.
• Advanced user of spreadsheets (Excel/Google Sheets), including sorting, filtering, formulas, and data cleanup.
• Proficiency in Microsoft 365 Sales CRM and Excel, Outlook, Teams, SharePoint; experience maintaining structured data sets preferred.
• Comfortable handling high‑volume data cleanup and validation work with consistency and precision.
• Ability to identify inefficiencies, streamline processes, and improve data quality over time.
• No specific degree required; relevant experience, aptitude, diligence, and demonstrated capability are most important.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.