CRM Training and Adoption Analyst

POSITION SUMMARY:

This position will lead all user training and adoption activities for the Dynamics CRM application for all applicable AtriCure employees. As a CRM Trainer and Adoption Analyst, you will be responsible for all new hire and continuing education training for the Microsoft Dynamics CRM application. In addition, as the Adoption Analyst, this position will work towards discovering gaps in user adherence and will work towards building necessary relationships to resolve these issues. The CRM Trainer and Adoption Analyst may also be asked to take on some project-based responsibilities such as documentation and quick start guide creation. This position will also be asked to manage the initial setup of CRM users’ security roles and alignments. The ideal candidate must have a good understanding of CRM project implementations as well as specific experience with MS Dynamics. This person must also excel at public speaking, in person and via teleconference platform. We're looking for a self-starter who thrives in a fun but results-oriented work environment, is passionate about delivering measurable results and enjoys working on a wide variety of projects.

ESSENTIAL FUNCTIONS OF THE POSITION:

• Own all aspects of CRM support and training for applicable AtriCure employees.
• Document business needs but being able to distinguish between needs and wants; identify gaps between business needs and standard CRM application functionality; design and document solutions that fill the gaps; and provide detailed business requirements.
• Must be comfortable in public speaking situations that may be in person or remote via WebEx/TEAMS
• Must have understanding of mobile device OS and able to troubleshoot cellphone and tablet technical issues.
• Develop and maintain end user training documentation and deliver training to users as required.
• Must be able to analyze CRM usage patterns and work towards resolving issues around user adoption.
• Provide guidance for system/process workflow template development and data filtering criteria.
• Ensure consistency of CRM usage conventions, compliance with best practices, and integrity of data.
• Understand and provide recommendations for other departments.
• Follow new releases, patches, and system updates.
• Drive user adoption of CRM systems to ensure compliance and success of the tool.
• Become a subject matter expert in all things AtriCure; products, hierarchy, personnel, etc.
• Perform other job-related functions as assigned.

ADDITIONAL ESSENTIAL FUNCTIONS OF THE POSITION:

• Regular and predictable work performance
• Ability to work under fast-paced conditions
• Ability to make decisions and use good judgment
• Ability to prioritize various duties and multitask as required
• Ability to successfully work with others

• Additional duties as assigned

BASIC QUALIFICATIONS:

• Bachelor’s degree required or demonstrated an equivalent combination of education, training and experience.
• 3-5 years’ experience working with CRM environment
• 2-3 years’ experience with MS Dynamics CRM
• Proficient in Microsoft Excel, Word, & PowerPoint
• Ability to communicate and build relationships at all levels within the organization
• Highly effective verbal and written communication skills
• Strong analytical abilities with solid attention to detail
• Ability to learn and apply new technology
• Ability to travel 20%

PREFERRED QUALIFICATIONS:

• Sales operations experience within the pharmaceutical, biotechnology or medical device industry

OTHER REQUIREMENTS:

• Ability to regularly walk, sit, or stand as needed
• Ability to occasionally bend and push/pull as needed
• Ability to pass pre-employment and background check