As a CRM Business Admin at PTV Logistics, you will lead the strategy, execution, and continuous improvement of our CRM processes across the full Lead-to-Cash lifecycle. This role is critical to enabling scalable, consistent, and best-practice CRM workflows that support Marketing, Sales, CSM, Order Management and Finance. You will translate business requirements into high-quality CRM implementations, ensuring our revenue teams can operate efficiently and with shared process standards.
You will serve as the primary functional owner for CRM process design and implementation—partnering closely with stakeholders across revenue teams and supporting the Product organization through price list and discount implementations. This position is ideal for someone who enjoys process architecture, system governance, and cross-functional alignment, and who can confidently implement requirements in our CRM platform: Microsoft Dynamics

CRM Process Design & Implementation (Lead-to-Cash)

• Own and evolve CRM business processes supporting the full lifecycle: lead intake → qualification → opportunity management → quoting/approvals → order handoff → renewal/expansion.
• Develop and maintain scalable, standardized workflows aligned to all revenue teams
• Translate business needs into CRM requirements, user stories, and system configurations following CRM best practices
• Implement and maintain price lists, product catalogs, discount structures, and related controls in collaboration with Product and other stakeholders
• Support discounting and commercial rule implementation to drive consistency and compliance
• Identify bottlenecks, friction points, and improvement opportunities in CRM workflows and propose pragmatic optimization opportunities

Governance & Documentation

• Create, maintain, and govern CRM process documentation (process maps, definitions, data dictionary guidance)
• Maintain a backlog of CRM enhancements, prioritizing based on business impact and operational urgency