Sales Operations & CRM Specialist 100% (m/f/d)

What is my role?

CRM Microsoft Dynamics 365

• Conversion and further development of CRM Microsoft Dynamics 365

• Administration and configuration (workflows, forms, dashboard, reports)

• Application of AI (Copilot and Claude) for generating & automating processes and management information

• Responsibility for data security, data maintenance and quality, master data governance

Sales Operations & Process Optimisation

• Coordination, execution and support of CRM projects

• Definition, revision and improvement of sales processes (lead-to-order, quote-to-cash)

• Analysis of KPIs and data for management information systems

• Creation and maintenance of regular sales reports, ad-hoc analyses and management presentations

• Close collaboration with marketing operations for campaigns and external communication

• Participation in company-wide transformation and digitalisation projects

• Support in the introduction and operation of AI-supported sales tools

What do I need to be successful?

• 5+ years of professional experience in a role in sales operations or CRM management

• Very good knowledge of MS Dynamics 365 Sales: entities, workflows, business rules, plugins

• Proven experience in administration and further development of MS Dynamics 365 CRM

• Extensive experience in leading and implementing CRM projects / re-engineering

• Demonstrated expertise in analysis, reporting and data management

• Sound knowledge in CRM and data modelling, report and dashboard creation

• Advanced practical knowledge in the application of Microsoft Power Platform and AI

• Highly experienced in working with international and interdisciplinary teams

Education

• Completed higher vocational training (business administration, information management or comparable field)

• Microsoft certifications (Microsoft Dynamics 365 Sales, Power BI, Power Platforms) are a clear plus

Professional Competences

• Strong affinity for CRM systems, digital sales processes and data-driven work

• Structured and solution-oriented working style with the highest quality standards

• Ability to translate complex issues into pragmatic solutions 

Personality & Soft Skills

• Very high initiative: you recognise optimisation potential and act proactively

• High communication skills, strong ability in problem-solving, diplomatic tact in dealing with conflicting requirements of departments

• Resilience and composure in time-critical and turbulent phases

• Hands-on mentality: you get involved yourself, you implement - always keeping the big picture in mind

Languages

• English and German (fluent in spoken and written)

What are my benefits?

• Scope for creativity and active influence in a key role at the interface between sales and operations as well as management

• Partial home office possible by arrangement

• International collaboration

• Access to Microsoft technologies and continuous training opportunities

Languages
German: C1 - Business fluent
English: C1 - Business fluent

Workplace
Wetzikon

Vacancy Number
VA-97B-AK9