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CRM Specialist

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Reporting to the Marketing Director, the CRM Specialist is responsible for managing the Customer Relationship Management (CRM) function on a day-to-day basis. The ideal candidate will be process-oriented, detail-focused, and analytical. Additionally, this role will require an understanding of internal sales, marketing, and business processes, and have functional knowledge of our proprietary CRM system. This position requires working closely with the sales team to increase utilization and improve the sales funnel management process. In addition, the role also requires developing and managing marketing campaigns along with tracking the campaign results for continuous improvements.

Key Responsibilities:

Monitoring of company sales and marketing data for building scorecards
Manage database and ensuring data is correct across Accounts, Contacts, Opportunities, etc.
Providing a central point of contact for all systems users and assist with change requests
Develop best practices and tools to increase utilization
Collaborate with sales team to improve sales funnel management
Create and manage marketing campaign plus track campaign results
Complete working understanding of CRM System
Perform other tasks and duties as needed

Desired Skills and Expertise:

Bachelor’s degree in business or marketing
Minimum of 5 years of relevant CRM experience
Exceptional knowledge of marketing and sales processes and workflows
Strong project management, data management, and training and support skills
Exceptional written and verbal communication skills
Strong computer skills, Microsoft Office (Word, Excel, PowerPoint)
Effective time management, organization, problem-solving and leadership skills
Ability to work in autonomous and independent manner to produce polished and professional product
Skilled in building effective relationships with frontline, client-facing professionals and fellow support staff colleagues
Demonstrable initiative, creativity, flexibility, and persistence
Thrive in a fast-paced, team-oriented, collaborative, and deadline-driven work environment

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