CRM Coordinator
About The Position
Manages daily functions and processes related to the CRM (Customer Relationship Management) system with regards to the capabilities of the system, its functionality and utility, data stewardship, documentation of processes, and training the business team. Leads CRM process governance, stage management, and standardization of data entry practices. Maintains data integrity within CRM systems, ensuring customer records, opportunities, contracts, and activities are up to date. Develops and maintains recurring dashboards and reports related to opportunities, engagement, and growth activities. Leads collaborations for improving CRM governance, processes, reporting and operational efficiency. Acts as a liaison and subject matter expert who can recognize problems, formulate solutions and implement change in coordination with the Administrative Operations Team and Leadership goals. Builds credibility and rapport with internal Mayo business teams to make improvements and resolve issues. Will lead collaborations to improve and test functionality of the CRM System. The CRM Coordinator initiates proper action and communication. Must be comfortable with data repository systems and understand the complexities of documentation of client relations management. Demonstrates a high level of competence and confidence and has the ability to work under pressure. Able to navigate sensitive and/or contentious projects while maintaining good working relationships. Will provide leadership in a team environment while supporting complex activities and projects related to managing and maintaining the client data of Mayo Clinic Platform.
Requirements
- Must be comfortable with data repository systems and understand the complexities of documentation of client relations management.
- Demonstrates a high level of competence and confidence and has the ability to work under pressure.
- Able to navigate sensitive and/or contentious projects while maintaining good working relationships.
Responsibilities
- Manages daily functions and processes related to the CRM (Customer Relationship Management) system with regards to the capabilities of the system, its functionality and utility, data stewardship, documentation of processes, and training the business team.
- Lead CRM process governance, stage management, and standardization of data entry practices.
- Maintains data integrity within CRM systems, ensuring customer records, opportunities, contracts, and activities are up to date.
- Develop and maintain recurring dashboards and reports related to opportunities, engagement, and growth activities.
- Lead collaborations for improving CRM governance, processes, reporting and operational efficiency.
- Acts as a liaison and subject matter expert who can recognize problems, formulate solutions and implement change in coordination with the Administrative Operations Team and Leadership goals.
- Builds credibility and rapport with internal Mayo business teams to make improvements and resolve issues.
- Will lead collaborations to improve and test functionality of the CRM System.
- The CRM Coordinator initiates proper action and communication.
- Will provide leadership in a team environment while supporting complex activities and projects related to managing and maintaining the client data of Mayo Clinic Platform.
Benefits
- Medical: Multiple plan options.
- Dental: Delta Dental or reimbursement account for flexible coverage.
- Vision: Affordable plan with national network.
- Pre-Tax Savings: HSA and FSAs for eligible expenses.
- Retirement: Competitive retirement package to secure your future.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
