CRM Key User

About Xerox Holdings Corporation

At Xerox, we make work, work! For more than 100 years, Xerox has continually redefined the workplace experience. From the office to industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success for our clients and within our culture. Learn more at www.xerox.com and explore our commitment to diversity, inclusion and belonging.

Role Overview:

The CRM Key User provides Level 2 global support and administration for Sales Tools including Microsoft Dynamics 365, Salesforce, PRM, and Anaplan. This role partners closely with Sales, IT, and Business teams to ensure data accuracy, system efficiency, and strong user adoption across regions.

Key Responsibilities:

• Provide Level 2 support for CRM/PRM tools via email, chat, and phone
• Resolve issues related to Leads, Accounts, Contacts, Opportunities, Quotes, and Forecasting
• Manage cases in MD365/Salesforce queues and coordinate with IT and vendors
• Support Anaplan forecasting and opportunity pipeline management
• Create and maintain reports, dashboards, and email templates
• Deliver onboarding and refresher training for global sales teams
• Support Partner Relationship Management (PRM) data and access
• Test CRM enhancements and contribute to continuous process improvements
  
  

• 1+ year experience using Microsoft Dynamics 365 and/or Salesforce
• Experience supporting CRM processes in Sales or Operations
• Strong analytical, troubleshooting, and communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Education
• Bachelor’s degree (IT, Business, or related field preferred)