CRM Manager
- Responsible for system configuration, customization, and integration with other platforms.
- Identification of opportunities for automation and process improvement within the CRM platform.
- Management of lead identification and qualification.
- Create and maintain training and best practice documentation.
- Implement data hygiene practices and maintain a clean, reliable customer database.
- Ensure the secure integration of accurate an appropriate customer data via customer enabled web forms.
- Create and manage dashboards and reports to track
- customer engagement and measure campaign performance.
- Provide actionable insights for sales and marketing leadership teams.
- Support segmentation and targeting strategies for personalized customer experiences.
- Partner with marketing and sales teams to ensure seamless CRM operations.
- Train and support staff in CRM usage, best practices, and new features.
- Serve as the primary point of contact for CRM related issues and enhancements.
- Bachelor’s degree in Information Systems, Business Administration, Marketing, or related field.
- 5+ years of experience administering CRM platforms (preferably Microsoft Dynamics).
- Microsoft Dynamics CRM certification earned or in progress.
- Strong understanding of CRM best practices, platforms and data integrations.
- Ability to write intermediate SQL queries.
- Excellent communication, problem-solving, and project management skills.
- Ability to translate business needs into technical solutions.
- Experience building and integrating customer-facing web forms e.g., Formstack, Google Forms, FormAssembly, etc.
- Proficiency in MS Excel.
- Experience in a fast-paced, customer-centric industry.
- Familiarity with marketing automation tools (e.g., Adobe, Marketing Cloud, Eloqua) and customer journey mapping.
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