CRM Analyst

J Kokolakis Contracting Inc•Tarpon Springs, FL

6h•Hybrid

About The Position

Kokolakis is looking for a driven and detail-oriented CRM Analyst to help power our growth. This role is all about turning data into opportunity by bringing clarity to our pipeline, strengthening client relationships, and giving our teams the insights they need to win more work. You’ll sit at the center of business development, marketing, and operations, helping connect the dots between people, projects, and pursuits. From keeping our CRM clean and actionable to identifying new opportunities and supporting strategic decisions, your work will directly impact how we compete and succeed. If you enjoy creating order out of complexity, spotting patterns in data, and making systems easier for everyone to use, this role offers the chance to make a meaningful impact across the organization.

Requirements

Bachelor’s degree in Business, Marketing, Data Analytics, or a related field, or equivalent experience
3+ years of experience in CRM management, data analysis, or business development support
Proficiency with CRM platforms (ProjectMark or similar systems preferred)
Strong analytical skills with the ability to interpret data and provide actionable insights
Advanced proficiency in Microsoft Excel and reporting tools
Strong organizational skills with high attention to detail
Excellent communication skills with the ability to work cross-functionally

Nice To Haves

Experience in the construction, AEC, or related industry preferred

Responsibilities

Maintain accurate and up-to-date client, contact, and project records
Clean and standardize data across offices and teams
Develop and enforce CRM standards, workflows, and governance
Support CRM system integrations (including Procore) and drive user adoption
Train staff on CRM usage and best practices
Track and manage opportunities including RFQs, RFPs, and bids
Monitor procurement platforms and opportunity sources
Maintain accurate pipeline data and backlog projections
Track and analyze win rates, hit rates, and overall performance metrics
Prepare and distribute weekly business development reports (pipeline, wins/losses)
Develop dashboards and reporting tools for leadership visibility
Conduct market sector analysis (solid waste, aviation, healthcare, federal, etc.)
Lead weekly Go/No-Go meetings, identifying opportunities and supporting decision-making
Identify dormant clients and support re-engagement strategies
Track client touchpoints including meetings, networking events, and interactions
Collaborate with business development and leadership on pursuit strategy
Support proposal teams with project data and staff resumes
Maintain project sheets and the company’s experience database
Ensure alignment between CRM data and marketing materials