Microsoft Dynamics 365 Admin - Remote

Job Description

Role Type: Contractor
Location: Remote

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We are seeking experienced Salesforce / HubSpot Administrators - Revenue Systems (SaaS) to support a customer project focused on operational excellence across CRM and revenue systems.

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You’ll use your CRM expertise to evaluate real-world SaaS operations, resolve data and process inconsistencies, and help improve how AI systems understand complex business workflows. No prior AI experience is required.

Scope of Work \n

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• Audit CRM and integrated revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
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• Analyze policy conflicts and determine appropriate business rules.
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• Review and reconcile data across CRM and connected platforms.
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• Create clear operational prompts and documentation for complex SaaS scenarios.
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• Document recommended system changes and operational decisions.
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• Assess the impact of CRM changes on billing, CPQ, ticketing, and other integrated tools.
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• Provide insights on CRM optimization, system design, and sustainable governance.
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Preferred Qualifications \n

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• 4-6 years of hands-on experience with Salesforce, HubSpot, Microsoft Dynamics 365, or similar CRM platforms.
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• Experience leading CRM implementations, migrations, consolidations, or rollouts.
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• Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
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• Experience with at least two revenue or operational systems such as billing, CPQ, ticketing, or integration platforms.
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• Working knowledge of SQL, APIs, data models, and cross-system data reconciliation.
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• Experience working in SaaS environments.
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• Excellent written and verbal English communication skills.
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