Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Key Responsibilities:

• Provide user support for D365, including opportunity updates, closeouts, risk assessment guidance, and stale pipeline cleanup.
• Create, modify, and distribute D365 views, dashboards, and reports to assist leadership and sales teams.
• Execute weekly and ad hoc sales reporting including pipeline summaries, closed opportunity reports, and progress against sales goals.
• Support campaign execution including intake tracking, dashboard setup, and performance monitoring.
• Assist in the maintenance and governance of Templafy content, including updates, user guidance, and issue tracking.
• Coordinate commitment call logistics and live support, including materials preparation and post-call follow-up.
• Contribute to offering management by helping track offering status, changes, and requests for new services.
• Maintain accuracy of account data, target lists, and tagging within D365 to support account leadership.
• Collaborate cross-functionally with sales, operations, and marketing teams to ensure alignment of data, messaging, and tools.
• Document support activities and identify process improvement opportunities for greater efficiency and data quality.
• Support additional sales enablement initiatives, such as Account Leadership, as needed.

Qualifications:

• 3–6 years of experience in sales operations, CRM administration, or business development support.
• Proficiency in Microsoft Dynamics 365 (D365), Power BI, Excel, and related reporting tools.
• Strong attention to detail with excellent organizational and time management skills.
• Effective written and verbal communication skills for cross-team collaboration.
• Experience supporting sales processes in a professional services or consulting environment is preferred.
• Ability to troubleshoot user issues and prioritize multiple requests in a dynamic, fast-paced setting.

We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

Our Benefits:
At Crowe, we know that great people are what makes a great firm. We value our people and offer employees a comprehensive benefits package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:

C3 India Delivery Centre LLP formerly known as Crowe Howarth IT Services LLP is a wholly owned subsidiary of Crowe LLP (U.S.A.), a public accounting, consulting and technology firm with offices around the world. Crowe LLP is an independent member firm of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory firms in more than 130 countries around the world.

Crowe does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.