AMS Administrator

Title: AMS Administrator (4 month plus contract) 

Reports to: Director of IT

Position Summary

The position provides day-to-day operation, configuration, maintenance, and continuous improvement of the Casualty Actuarial Society's Association Management System (Cobalt on Microsoft Dynamics 365). As a CAS's in-house Dynamics/Power Platform expert, this role partners with business teams and vendors to deliver reliable functionality, efficient workflows, clean data, actionable reporting, and an excellent user experience.

Primary Responsibilities

AMS Administration & Configuration

· Configure and maintain Cobalt/Dynamics entities, forms, views, business rules, security roles, and related power apps.

· Plan and implement enhancements and code solution deployments/releases in collaboration with vendors/partners, as needed.

· Monitor system health, performance, and data integrity; proactively resolve issues and minimize downtime.

· Create and maintain technical documentation: release request notes, instructions, and runbooks.

Workflow & Automation (Power Platform)

· Design, build, and maintain Power Automate flows for approvals, notifications, data syncs, and exception handling.

· Facilitate and conduct UAT testing for new features, workflows, and integrations; coordinate cutovers and post-release checks.

· Evaluate customization requests against strategic fit, complexity, risk, and long-term maintainability.

Data, Reporting, & Governance

· Enforce data standards (validations, dedupe, picklists), retention policies, and audit readiness.

· Build and support operational reports/dashboards; partner with stakeholders on KPIs and definitions.

· Assist with data imports/migrations and periodic quality audits; troubleshoot data discrepancies.

· Promote a culture of data stewardship, reusability, and self-service—reducing ad hoc rework and duplicate reports.

Security, Compliance, & Integrations

· Administer environment security, role-based access, field-level security, and compliance best practices.

· Coordinate with vendors on integrations and API usage.

· Maintain backup/recovery approaches, support testing, and contribute to DR/BCP documentation.

Stakeholder Enablement & Support

· Serve as a liaison between IT, CAS staff, and external partners and consultants.

· Provide Tier-2/3 support, root-cause analysis, and preventative fixes; reduce repeat incidents with proactive management.

· Deliver onboarding and ongoing training; create "how-to" guides, quick-start videos, and FAQs.

Service Desk & General IT Support

· Triage, prioritize, document, and resolve tickets in the service desk; meet or exceed SLA targets.

· Document fixes and contribute to a growing self-service library to decrease ticket volume.

Required Qualifications

· Bachelor's degree from an accredited four-year institution or equivalent hands on Microsoft product experience.

· 3+ years' experience in an association or member-based organization (or closely related environment).

· 3+ years' hands-on experience with Microsoft Dynamics 365 (or equivalent CRM/AMS); Cobalt experience strongly preferred.

· Demonstrated Power Platform skills, especially Power Automate (approvals, connectors, error handling, monitoring).

· Strong data management foundation (data models, validation, deduplication, imports/exports) and comfort with Excel/SQL basics.

· Proven project management skills (scoping, timelines, stakeholder communication) and excellent written/verbal communication.

· Ability to manage multiple priorities in a fast-moving environment and work both independently and collaboratively.

· Service-oriented mindset; occasional evenings/weekends with notice; occasional travel.

Preferred Qualifications 

· Microsoft certifications (e.g., PL-200, PL-400, or related).

· Experience with Power BI, Dataverse, solution layering, and ALM practices.

· Familiarity with integration patterns (APIs, webhooks, middleware) and basic scripting (PowerShell).

· Exposure to ITIL practices (incident/change/problem) and lightweight Agile delivery.