Position Information:
BreakForth Solutions is seeking a CRM Development and Training Specialist to join our team of dynamic professionals. This position is contingent upon contract award. We offer 100% paid medical benefits for the employee and a host of other amazing benefits. Please apply today!
Essential Functions

The CRM Development and Training Specialist is a role focused on implementing CRM customizations, automating workflows, designing security roles, and generating dashboards and reports. With a minimum of 5 years of relevant experience, the successful candidate will also conduct unit/system testing, develop comprehensive training materials, run train-the-trainer sessions, create detailed support documentation, and manage stakeholder communication to ensure effective adoption and utilization of the CRM system.

• Implement Customizations and Workflow Automation:
• Design and implement customizations to enhance the functionality and usability of the CRM system.
• Automate workflows and scripted responses to streamline operations and improve efficiency.
• Security Role Management:
• Define and manage security roles to ensure proper access control and data security within the CRM system.
• Regularly review and update security roles to reflect changing organizational needs.
• Dashboard and Report Generation:
• Create and maintain dashboards and reports that provide actionable insights and support decision-making.
• Ensure dashboards and reports meet the needs of various stakeholders and align with business requirements.
• Unit/System Testing:
• Conduct unit and system testing to ensure customizations, workflows, and integrations function correctly and meet quality standards.
• Identify and address any issues or bugs in a timely manner.
• Develop Training Materials:
• Develop comprehensive training materials, including user guides, tutorials, and quick reference sheets, to facilitate effective CRM usage.
• Ensure training materials are clear, concise, and tailored to the needs of end-users.
• Run Train-the-Trainer Sessions:
• Conduct train-the-trainer sessions to empower designated trainers with the knowledge and skills to train other users.
• Provide ongoing support and resources to trainers to maintain training effectiveness.
• Create Support Documentation:
• Develop and maintain detailed support documentation to assist users in troubleshooting and resolving common issues.
• Regularly update support documentation to reflect system changes and enhancements.
• Manage Stakeholder Communication:
• Serve as the primary point of contact for stakeholders regarding CRM customizations, training, and support.
• Ensure clear and effective communication of updates, changes, and training opportunities to stakeholders.

Education/Skills/Experience Requirements:

• Bachelor’s degree in Computer Science, Information Technology, Business Administration, or a related field.
• Minimum of 5 years of relevant experience in CRM development, customization, and training.
• Proficiency in CRM platforms such as Microsoft Dynamics 365, Salesforce, or equivalent.
• Strong understanding of workflow automation, security role design, and data management.
• Experience in creating dashboards and reports using CRM tools.
• Familiarity with unit and system testing methodologies.
• Excellent training and presentation skills, with experience conducting train-the-trainer sessions.
• Strong written and verbal communication skills, with the ability to create clear and effective training materials and support documentation.
• Ability to effectively manage stakeholder communication and expectations.
• Ability to obtain a Public Trust or similar security investigation.

Desired Knowledge/Skills

• Experience in the government contracting industry.
• Certifications in CRM platforms or related technologies.
• Experience with change management and user adoption strategies.

• Implement Customizations and Workflow Automation:
• Design and implement customizations to enhance the functionality and usability of the CRM system.
• Automate workflows and scripted responses to streamline operations and improve efficiency.
• Security Role Management:
• Define and manage security roles to ensure proper access control and data security within the CRM system.
• Regularly review and update security roles to reflect changing organizational needs.
• Dashboard and Report Generation:
• Create and maintain dashboards and reports that provide actionable insights and support decision-making.
• Ensure dashboards and reports meet the needs of various stakeholders and align with business requirements.
• Unit/System Testing:
• Conduct unit and system testing to ensure customizations, workflows, and integrations function correctly and meet quality standards.
• Identify and address any issues or bugs in a timely manner.
• Develop Training Materials:
• Develop comprehensive training materials, including user guides, tutorials, and quick reference sheets, to facilitate effective CRM usage.
• Ensure training materials are clear, concise, and tailored to the needs of end-users.
• Run Train-the-Trainer Sessions:
• Conduct train-the-trainer sessions to empower designated trainers with the knowledge and skills to train other users.
• Provide ongoing support and resources to trainers to maintain training effectiveness.
• Create Support Documentation:
• Develop and maintain detailed support documentation to assist users in troubleshooting and resolving common issues.
• Regularly update support documentation to reflect system changes and enhancements.
• Manage Stakeholder Communication:
• Serve as the primary point of contact for stakeholders regarding CRM customizations, training, and support.
• Ensure clear and effective communication of updates, changes, and training opportunities to stakeholders