CRM Data Specialist

Freese and Nichols • Fort Worth, TX

19h • Hybrid

About The Position

Freese and Nichols is seeking a CRM Data Specialist to join their Marketing team. As a CRM Data Specialist, you will support the firm’s CRM business development database and related business systems, contributing to data quality, reporting, and system effectiveness. This role partners closely with the CRM System & Data Manager, Business Development, Business Technology, and other internal stakeholders to support strategic initiatives, business development processes, and key performance metrics. You will help ensure data is reliable and accurate, system performance is consistent, and user adoption is improved through user support and training. This position is open in multiple office locations across Texas, Oklahoma, Arkansas, Florida, and North Carolina. Freese and Nichols values continuous learning, engagement as family, acting with integrity, delivering quality, and serving always. The company strives to be the firm of choice for clients and employees through innovative approaches, practical results, and outstanding service, having planned and designed infrastructure for over 130 years. With over 1,300 employees, Freese and Nichols is committed to Equal Employment Opportunity (EEO) and prohibits employment discrimination based on protected categories.

Requirements

• 6+ years of experience working with CRM systems, enterprise business systems, or large databases
• High School Diploma or equivalent
• Advanced experience with data management, data analysis, and reporting
• Experience exercising independent judgment in managing data structure, workflows, and system processes
• Experience supporting multiple stakeholders and prioritizing competing demands

Nice To Haves

• Higher education is preferred but not required and can be substituted for years of experience
• Experience with Cosential CRM platform
• Experience with Power BI, SQL, or other business intelligence tools
• Experience integrating data across systems such as ERP or HRIS
• Experience developing and delivering user training

Responsibilities

• Manage CRM data throughout its lifecycle, including governance, maintenance, and process improvement
• Analyze and process opportunity change requests, deletions, and duplicate records using independent judgment
• Audit CRM data using maintenance reports to ensure accuracy and resolve discrepancies
• Support integration of data from systems such as accounting, HRIS, and Active Directory and troubleshoot issues
• Administer contact mailing lists, including creation, updates, and data imports
• Assist with reporting and dashboards to support business development metrics and key performance indicators
• Develop, maintain, and deliver CRM training materials, including guides, webinars, and communications
• Provide user support, troubleshoot issues, and coordinate with vendors on system bugs
• Manage CRM licenses and support mailbox inquiries while prioritizing user needs
• Identify trends, recommend improvements, and contribute to continuous improvement initiatives

Benefits

• comprehensive benefits package
• paid overtime for salaried employees
• an annual bonus
• access to company cabins in Red River, New Mexico and Banner Elk, North Carolina
• flexible work environment
• hybrid schedule with up to 40% of remote work
• alternative work schedule program which provides a day off every other Friday

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees