CRM Administrator & Sales Adoption Specialist

John Henry Foster Minnesota, Inc.•Remote, US,
•$65,000 - $75,000•Hybrid

About The Position

The CRM Administrator & Sales Adoption Specialist is the business owner and day-to-day administrator of Tavoron’s WPCRM platform. The role administers the system, trains and supports users, maintains data quality, and produces reporting used by sales leadership to run the business. It works closely with sales leadership, marketing, IT, account managers, inside sales teams, and operating-company leaders, and is central to the companywide WPCRM deployment and adoption initiative. The position supports the development of one shared commercial engine across Tavoron’s platform, including a common CRM, sales process, and visibility. Performance is reviewed in four areas: adoption and usage across operating companies; data quality; training delivered and materials maintained; and reporting and support, including maintaining dashboards and resolving requests with reasonable turnaround. Specific targets are set with the manager and refreshed as the rollout matures. The work environment has a usually moderate noise level. The listed physical demands include regularly sitting; using hands to finger, handle, or feel; reaching with hands and arms; climbing or balancing; and talking or hearing. Standing and walking are occasional, as is lifting or moving up to 25 pounds. Required vision abilities include close, distance, and color vision and the ability to adjust focus.

Requirements

  • At least 3 years of CRM administration, sales operations, business systems, or related experience.
  • Hands-on administration of a major CRM platform such as Salesforce, Dynamics 365, HubSpot, Zoho, Infor CRM, or similar.
  • Working knowledge of sales processes, including lead management, pipeline management, opportunity tracking, and CRM reporting.
  • Excellent written and verbal communication skills.
  • Proven ability to train users and drive technology adoption.
  • Strong organizational and problem-solving skills, with the ability to work across multiple business units with competing priorities.

Nice To Haves

  • WPCRM experience; it is helpful but not required.
  • Experience in industrial distribution, manufacturing, automation, or B2B sales organizations.
  • Marketing automation experience, such as Marketo or similar.
  • Power BI or other business intelligence reporting experience.
  • CRM migration or enterprise rollout experience.
  • Familiarity with ERP integrations and customer master data.

Responsibilities

  • Administer WPCRM day to day, including user accounts, permissions, security roles, and access controls.
  • Configure dashboards, views, workflows, reports, alerts, and other CRM functionality.
  • Support opportunity management, lead management, activity tracking, quoting, and account management processes in the system.
  • Test and validate enhancements, updates, integrations, and new releases, and coordinate issue resolution with IT and the vendor.
  • Deliver training and onboarding for account managers, inside sales teams, sales leaders, and marketing personnel.
  • Create and maintain user guides, quick-reference materials, and tutorials.
  • Serve as the primary point of contact for CRM questions and support requests.
  • Monitor system usage and address adoption gaps by operating company, team, and user.
  • Set and maintain data quality standards for accounts, contacts, leads, and opportunities.
  • Run regular audits and resolve duplicate, incomplete, and inconsistent records.
  • Support data imports, cleanup projects, and migrations as operating companies come onto the platform.
  • Build and maintain reports, dashboards, and scorecards covering sales, bookings, pipeline health, lead conversion, and user adoption.
  • Support lead routing, lead assignment, and campaign tracking with marketing, and help measure campaigns from lead through order.
  • Help sales teams follow common sales stages and keep opportunity records current enough to support credible forecasting.
  • Gather enhancement requests, help prioritize improvements, and participate in rollout planning and user acceptance testing.

Benefits

  • Competitive salary and benefit package.
  • Medical benefits.
  • Dental benefits.
  • 401(k) program.
  • Support for developing professional goals and growing in a career.
  • In-house training and out-of-town events.
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