Analyst - CRM Workplace Solutions

If you're a proactive problem-solver passionate about optimizing CRM (Customer Relationships Manager) systems, the CRM Dynamics Administrator role in our Workplace Solutions team is perfect for you. 

As an Analyst in the CRM Workspace Solutions team you'll manage and enhance our Microsoft Dynamics 365 CRM, driving efficiencies and supporting our business objectives. This is an excellent opportunity for individuals with minimum 1 years of experience to grow in a dynamic, fast-paced environment.

J.P. Morgan Private Bank, with over 160 years of expertise, is a global leader in wealth management, offering tailored solutions to high-net-worth clients. Our Workplace Solutions team empowers employees through tech-driven equity compensation administration, creating new business opportunities.

In this role, you'll collaborate with cross-functional teams to streamline sales processes, manage data integrity, and provide actionable insights. You'll leverage Dynamics 365 to unify business processes, enhance operations, and build stronger customer relationships. Join us and make an impact with your technical expertise and collaborative spirit.

Job Responsibilities

• Configure and customize Dynamics 365 CRM to meet business requirements, including creating and managing entities, fields, forms, views, and dashboards.
• Design and implement workflows, business rules, and process automation to streamline business processes and improve efficiency.
• Manage user roles, permissions, and security settings to ensure data integrity and compliance with organizational policies.
• Perform data management tasks, including data import/export, data cleansing, and maintaining data quality within the CRM system.
• Develop and maintain reports and dashboards to provide insights into business performance and support decision-making.
• Troubleshoot and resolve CRM-related issues, providing technical support to end-users as needed.
• Collaborate with sales, marketing, and customer service teams to understand their needs and provide CRM support and training.
• Stay updated on the latest Dynamics 365 features, updates, and best practices, and recommend improvements to the system.
• Assist in the planning and execution of CRM-related projects and initiatives.

Required qualifications, capabilities and skills

• Bachelor’s degree in information technology, Business Administration, or a related field with at least 1 year of relevant work experience working with CRM tools, or a related field
• Proven experience as a CRM Dynamics Administrator or in a similar role.
• Experience with workflow and process automation tools within Dynamics 365.
• Proficiency in data management and reporting tools.
• Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights.
• Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams.

Preferred qualifications, capabilities, and skills

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Knowledge about data analytics and visualization tools like Alteryx, Tableau and Python is a plus.
• Project management and follow-through skills.
• Sensitivity to discretely handle highly confidential and related client/manager information.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.