Technical Assistant(Microsoft Dynamics 365)

Job Title: Technical Assistant(Microsoft Dynamics 365)

Location: Remote

Duration: Contract 6+ Months

Job Description:

Position Summary

We are seeking a Technical Assistant to provide technical and functional support to field users, with a primary focus on Microsoft Dynamics 365 Sales / Dynamics CRM . The ideal candidate will have strong customer service and troubleshooting skills, along with experience supporting CRM applications within the financial services or insurance industry .

Key Responsibilities

• Support field users with Microsoft Dynamics 365 functionality, new features, troubleshooting, and best practices to maximize user adoption and system effectiveness through telephone and email support .
• Troubleshoot and resolve user issues related to Dynamics 365 Sales / Dynamics CRM .
• Escalate complex Microsoft Dynamics 365 issues to the appropriate technical teams and coordinate communication and follow-up through resolution.
• Respond to field-force inquiries and resolve problems related to current and future software applications supported in the field.
• Document software problems, troubleshooting steps, and solutions to support faster resolution of recurring issues.
• Enter and maintain accurate issue documentation within ServiceNow .
• Escalate unresolved or critical issues and notify the Team Lead as necessary.
• Deliver strong customer service while communicating effectively with remote and field-based users.

Required Qualifications

• 2–3 years of related professional experience , or an equivalent combination of training and experience.
• Hands-on experience supporting Microsoft Dynamics 365 Sales or Dynamics CRM .
• Dynamics 365/CRM experience within the financial services or insurance industry is required .
• Knowledge of life insurance, annuity, long-term care, and disability income products .
• Strong troubleshooting, critical-thinking, and problem-solving skills.
• Strong verbal and written communication skills.
• Excellent customer service and interpersonal skills, particularly telephone support skills .
• Ability to troubleshoot and resolve problems independently as well as within a team or remote environment.
• Strong knowledge of PC software, including Microsoft Office applications, spreadsheets, databases, and Windows .

Preferred Qualifications

• Knowledge of Electronic Application (e-Application) processes.
• Experience with Sapiens IllustrationPro .
• Experience with SmartOffice CRM .
• Fluency in French and/or Spanish is a plus.

Education

• BA or BS degree in Information Technology, Computer Science, Business Administration, or a related field preferred.