Job Title
CRM Data Specialist
Job Description
As the CRM Data Specialist you will lead the innovation and optimization of CRM systems, with a strong focus on data integrity, to enable data-driven decision-making and enhance performance across sales, marketing, and internal teams within the Sales Enablement organization.
Your role:
- Leading the development and execution of comprehensive CRM analysis projects, providing strategic insights and recommendations to management for driving business growth and sales performance.
- Assisting with live and web-based training for sales associates related to the system and providing support to individuals using the system as needed.
- Optimizing and streamlining Salesforce automation systems ensuring they are effectively utilized to enhance sales operations and data accuracy.
- Producing monthly error reports, compiling findings, tracking trends, and developing solutions to enhance the accuracy of the system.
- Working under limited supervision and broad guidelines, regularly applying independent judgment on matters of significance to drive project success and compliance.
You're the right fit if:
- You’ve acquired 2+ years of experience in data analytics, with the ability to analyze, interpret, and merge large datasets across multiple systems or platforms.
- Your skills include:
- Proficiency in Excel with a demonstrated ability to perform advanced formulas & functions (VLOOKUP/XLOOKUP), pivot tables & data analysis, and data automation & workflow efficiency (macros/tools like Power Query).
- Thorough understanding of SAP (or similar) and Salesforce.
- Experience building dashboards with Power BI or Tableau – preferred.
- You have a Bachelors or Masters Degree in Business Administration, Sales, Marketing or similar, or 6+ years of above-related experience in lieu of a degree.
- You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this position.
- You’re a strong communicator and team player.
How we work together
We believe that we are better together