CRM Administrator and Trainer

We are looking for a highly capable Microsoft Dynamics CRM administrator and trainer to ensure that our international company capitalises on the benefits offered by the Microsoft Dynamics CRM system. As a specialist for Microsoft Dynamics, you will assist and enable our sales teams by supporting and improving our Microsoft Dynamics CRM and related applications, whilst also liaising with all key stakeholders from Product, Marketing & Sales to build a comprehensive training plan.

You are a naturally approachable and solution-oriented individual who will become the natural link between the system and the end-user. You are highly service focused and will work to communicate incidents and limit the end-user impact. You will always try to find a work‑around and drive to achieve a root cause fix. Together with your colleagues and our suppliers, you know how to improve the platform, drive usage, and provide actionable business insights. In addition, you understand how to tailor the applications to ensure the system, people and business outcomes are aligned.

• Ensuring optimal performance of Microsoft Dynamics CRM systems and products.
• Managing Microsoft Dynamics teams.
• Building custom Views and dashboards as needed by the sales teams.
• Importing sales department leads, contacts, and other data.
• Evaluating new Microsoft Dynamics releases in sandbox environments, as well as providing training, documentation and support.
• Looking for continuous improvement opportunities within the current setup and with new and upcoming functionality.
• Documenting the processes, including training guides, error reports and changes to the systems.
• First line of support for the sales team.
• Reiterating best practice and providing requirements for system changes.
• Work with sales leadership to develop, execute, optimize and assess enablement program.
• Build a trusted relationship with sales reps.
• Serve as a liaison between sales, marketing and product teams.
• Provide effective onboarding and training programs for sales reps.
• Coordinate educational content for ongoing training.
• Facilitate content creation and use with sales and marketing teams.
• Gather and relay feedback to continuously iterate on the enablement strategy.

Although we are keeping direct experience and knowledge requirements to a minimum, we do need you to demonstrate your capabilities in relation to the points listed under essential requirements in the person specification. You should be prepared to discuss illustrations on how your competencies have helped you to achieve positive results.

• Experienced in working cross functionally (Product, Marketing & Sales).
• Expert in Microsoft Dynamics CRM.
• In-depth knowledge of Microsoft Dynamics products and their functionalities.
• Creating & executing sales training plans & guides (onboarding, product launches, etc.).
• Strong understanding of the sales environment, including sales content, tools and training.
• Excellent communication skills.
• Able to build internal relationships cross functionally.

• An Advanced or Intermediate level of Microsoft Dynamics certification in a relevant stream.
• A bachelor’s degree in computer science or relevant experience.
• At least 4 years of experience with CRM systems.
• At least 2 years of experience as a Microsoft Dynamics administrator in a similar environment.
• Extensive experience in the administration and maintenance of Microsoft Dynamics systems.
• Experience in performing Microsoft Dynamics upgrades and ensuring successful integration.
• Exceptional ability to create and maintain Microsoft Dynamics systems.
• In-depth knowledge of Microsoft Dynamics products and their functionalities.
• A strong understanding of the sales environment, including sales content, tools and training.
• Proficiency in creating Microsoft Dynamics profiles, allocating roles, and managing access.
• Experience with content management and learning management systems.
• Knowledge of importing data.
• Fluent in English, both verbal and written.

• Able to build internal relationships with sales and marketing.
• Excellent communication skills.
• Fast learner.

PEI Group is a subscriber‑focused business intelligence company. With our multi‑talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.

What we do: PEI Group provides industry‑leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client‑communities together to enable knowledge sharing, profile building and relationship development through professional networks and events.

Wherever our markets are active – in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere – PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors.

At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this. PEI Group supports flexible working arrangements, and we welcome career returners.