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CRM Business & Process Specialist
CRM Business & Process SpecialistNEOPAC Group • Dehra Dun, Uttarakhand, India
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CRM Business & Process Specialist

CRM Business & Process Specialist

NEOPAC Group • Dehra Dun, Uttarakhand, India
19 hours ago
Job description

Job Position : CRM Business & Process SpecialistRole Purpose : As a CRM Business & Process Specialist, you play a key role in enhancing our Microsoft Dynamics 365 CRM to better support global sales and customer processes.

Your focus lies on understanding business needs, improving workflows, ensuring data quality, and helping our teams make better use of CRM insights — rather than on technical development.

Together with IT and Sales, you ensure that Dynamics evolves into a true business enabler that drives efficiency, transparency, and collaboration.

Key Responsibilities : 1.   CRM Process Improvement

  • Analyze and optimize end-to-end CRM processes across sales, customer onboarding, and account management.
  • Identify gaps, pain points, and improvement opportunities in daily CRM usage.
  • Translate business requirements into clear CRM enhancements or configuration changes.
  • Collaborate with IT (internal and external partners) to implement improvements.

2.   User Enablement & Adoption

  • Support and train users in CRM best practices, dashboards, and reporting.
  • Develop guidelines and documentation for standardized CRM usage.
  • Foster collaboration and ensure consistent data entry and process adherence across teams.
  • 3.   Data Quality & Transparency

  • Monitor and improve CRM data quality and consistency (accounts, contacts, opportunities).
  • Support integration and alignment of CRM data with SAP, SharePoint, and other systems.
  • Enable a 360° customer view through harmonized data flows and reporting.
  • 4.   Reporting & Insights

  • Support creation of dashboards and reports (Power BI) to visualize pipeline, activity, and performance data.
  • Help stakeholders interpret data to identify trends and make informed business decisions.
  • 5.   Collaboration & Continuous Improvement

  • Act as a link between business and IT for CRM-related topics.
  • Gather feedback from sales and customer service teams to continuously evolve CRM usability.
  • Participate in projects related to digital sales tools and CRM roadmap development.
  • 6.   Project & Change Management

  • Lead digitalization projects within the Sales & Commercial Excellence roadmap.
  • Coordinate cross-functional teams (Sales, IT, Finance, Customer Service) to align on tools and processes.
  • Contribute to overall IT architecture discussions to ensure scalability, maintainability, and future integration potential.
  • Drive user adoption through training, documentation, and support.
  • Qualifications & Skills :

  • Degree in Engineering, Business Informatics, or related discipline
  • Experience with Microsoft Dynamics 365 CRM (configuration, process understanding, and user support).
  • Strong understanding of B2B sales and customer processes.
  • Analytical mindset with a passion for simplifying and improving workflows.
  • Experience in data management and reporting (Power BI knowledge is an advantage).
  • Strong communication skills and ability to bridge between business and IT.
  • Fluent in English (written and spoken).
  • What Makes You Stand Out :

  • You love automating what slows people down.
  • You think in flows and integrations, not silos and spreadsheets.
  • You bring tech and sales together with simplicity and impact.
  • You have a keen eye for data security, system scalability, and long-term maintainability in every solution you design.
  • You are energized by helping teams work smarter, not harder.
  • Company Overview

    About Neopac Group :

    We are shaping the future of sustainable and innovative packaging for the cosmetics, pharmaceutical, and consumer sectors. At Neopac Group, you’ll join a collaborative and ambitious team, bringing real impact through digital innovation — while staying grounded in craftsmanship, quality, and care.

    Neopac Group is a global leader in high-quality tube packaging, particularly for the pharmaceutical, cosmetics, and dental industries. It is part of the Swiss-based Hoffmann Neopac Group, a family-owned company with over a century of packaging expertise.

    Parent Company : Hoffmann Neopac AG

    Headquarters : Thun, Switzerland

    Global Footprint : Manufacturing sites in Switzerland, Hungary, the United States (North Carolina), and India

    Specialization : Development and production of premium tubes and metal tins

    Core Products

    Neopac focuses on innovative tube packaging for sensitive and high-value products :

    Polyfoil® Tubes : Multi-layer laminate tubes offering excellent barrier protection

    COEX Tubes : Co-extruded plastic tubes for flexible applications

    PE Tubes : Recyclable polyethylene tubes

    Paper-Based Tubes : Eco-friendly alternatives under the “Go Paper. Save Plastic.” initiative

    Key Industries Served

    Pharmaceuticals : Tamper-evident and sterile packaging for creams, gels, and ointments

    Cosmetics & Personal Care : Stylish, functional tubes for skincare and beauty products

    Dental Care : Hygienic and precise dispensing solutions for toothpaste and oral gels

    Sustainability & Innovation

    Neopac is committed to sustainable packaging solutions , including :

    PaperX and SpringTube® : Fiber-based and flexible tube formats

    PCR (Post-Consumer Recycled) Tubes : Reducing virgin plastic use

    EcoDesign principles : Focused on recyclability, material reduction, and carbon footprint minimization

    Regional Operations

    Neopac India : Offers a wide range of customizable tube formats from 5ml to 250ml, with advanced decoration and dispensing options

    Neopac USA : Serves the North American market with local production and fast delivery

    Notable Features

    Low Minimum Order Quantities (MOQs) : Starting from 10,000 tubes

    Customization : High-end decoration, printing, and closure systems

    Regulatory Compliance : Meets stringent hygiene and safety standards for pharma and cosmetics

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