CRM & Sales Operations Specialist

At Chain IQ, your ideas move fast. Chain IQ is a global AI-driven Procurement Service Partner, headquartered in Baar, Switzerland, with operations across main centers and 16 offices worldwide. We provide tailored, end-to-end procurement solutions that enable transformation, drive scalability, and deliver substantial reductions in our clients' indirect spend. Our culture is built on innovation, entrepreneurship, ownership, and impact. Here, your voice matters - bold thinking is encouraged, and action follows ambition.

Role purpose

The CRM & Sales Operations Specialist owns the day-to-day functional and technical administration and continuous improvement of our Microsoft Dynamics 365 CRM platform across the Global Markets organization. The role ensures that CRM remains reliable, user-friendly and aligned with our sales and client engagement processes. It combines hands-on system configuration with sales operations, reporting, data quality and user enablement. The role acts as the key bridge between business users, IT and external implementation partners.

Responsibilities

• Act as the functional and technical administrator for Microsoft Dynamics 365 Sales, including users, access rights, security roles and system settings.
• Configure and maintain fields, forms, views, dashboards, workflows, business rules and business process flows.
• Own and prioritize the CRM change-request backlog, translate business needs into functional and technical requirements, and independently implement smaller changes.
• Coordinate more complex developments with IT and external partners, including testing, business sign-off and release management.
• Own or support application lifecycle management across Development, Test/UAT and Production environments, including solutions, deployments, and release processes.
• Ensure CRM effectively supports the end-to-end sales and account management processes and identify opportunities for simplification and automation.
• Build and maintain dashboards, reports and key sales KPIs to improve transparency across pipeline, deal progression and client development.
• Support and coordinate integrations between Microsoft Dynamics 365 and other enterprise platforms, working with IT and external partners to ensure reliable data flows and effective issue resolution.
• Maintain CRM governance standards covering configuration, access controls, change management and platform usage.
• Troubleshoot functional and technical issues, identify root causes and coordinate resolution with IT or external partners where required.

Information for agencies:

Applications sent or uploaded by placement agencies or similar are not desired, will therefore not be considered and will be deleted.