Microsoft Dynamics 365 Functional Consultant at Sanlam ensuring functional integrity and configuration quality of the Dynamics 365 platform. Collaborating across teams for solution design and implementation.
About the role
- Providing operational support as a CRM Analyst at FMU. Handling user inquiries and data management tasks in HubSpot.
Responsibilities
- Provide ongoing operational support to platform users, ensuring routine tasks are completed, the database is organized, and assisting with the implementation of campaigns and workflows designed by technical leadership.
- User Support: Resolve operational questions from sales and marketing teams (e.g., "How do I create this filter?", "Why didn't this deal move in the pipeline?").
- Data Management: Import lists, manually update properties, and identify duplicate or incomplete records.
- Asset Execution: Configure marketing emails, create simple landing pages and forms within the tool, following established standards.
- Basic Monitoring: Verify that automations are running without errors and report anomalies to the Senior Specialist.
- Documentation: Keep internal CRM user manuals up to date.
Requirements
- ✅ Basic knowledge of the HubSpot interface (even if acquired academically or through HubSpot Academy courses).
- ✅ Organized and detail-oriented (essential for handling data).
- ✅ Strong communication skills for internal support.
- ✅ Familiarity with Excel/Google Sheets (for preparing import spreadsheets).
- ✅ Willingness to learn about Inbound Marketing and Sales Ops.
Benefits
- 🏥 Health insurance fully covered by FMU
- 🦷 Optional dental insurance
- 🛡️ Life insurance
- 🚌 Transportation voucher
- 🍽️ Meal voucher
- 💪 TotalPass
- 🎓 Two full scholarships for undergraduate and graduate programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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