CRM Coordinator

Haag, a Salas O'Brien Company•,

13d•$24 - $26•Remote

About The Position

Salas O'Brien is seeking a proactive, solutions-oriented CRM Coordinator to support our firmwide marketing team. This role is responsible for maintaining and improving data within Deltek Vantagepoint while serving as a trusted resource for CRM users across the organization. The ideal candidate is someone who enjoys solving problems, takes ownership of projects, works well in ambiguous situations, and is passionate about helping others successfully use CRM technology.

Requirements

Bachelor's degree or equivalent experience.
2-5 years of experience supporting a CRM platform (Deltek Vantagepoint, Salesforce, HubSpot, Microsoft Dynamics, etc.).
Demonstrated ability to independently manage projects and prioritize work in a fast-paced environment.
Strong problem-solving skills with the ability to navigate ambiguity and drive work forward with minimal direction.
Excellent communication skills with experience supporting, training, and building relationships with end users.
Strong attention to detail and analytical skills.
Proficiency with Microsoft Excel; experience with Power BI or reporting tools is a plus.

Nice To Haves

Experience in the AEC industry and Deltek Vantagepoint is preferred but not required.

Responsibilities

Maintain CRM data quality through audits, cleanup, and ongoing governance.
Take ownership of CRM projects and initiatives from planning through completion.
Investigate and resolve data and system issues independently, escalating when appropriate.
Provide day-to-day CRM support, troubleshooting, and guidance to users.
Develop and deliver user training, documentation, and best practices.
Support data imports, exports, migrations, and reporting.
Partner with marketing, business development, and operations teams to improve CRM processes and user adoption.
Identify opportunities to improve workflows, automate manual processes, and enhance the user experience.