CRM Data Specialist

PhilipsMurrysville, PA
$61,000 - $97,000Onsite

About The Position

Supporting the Sr. CRM Data Specialist in leading client presentations, product demonstrations, and discussions that clearly communicate complex medical device solutions and addressing customer-specific needs. Providing support during high-visibility meetings, ensuring clients receive accurate information and seamless experience throughout the sales process. Leveraging industry and product expertise to influence decision-making, solve complex business challenges, and support organizational goals. Partnering with the Sr. CRM Data Specialist in managing and optimizing CRM systems, customer data, sales reporting, and documentation to ensure data integrity and actionable business insights. Using analytics and reporting to support strategic planning, improve operational efficiency, and inform key business decisions. Acting as a cross-functional partner, building strong relationships with internal stakeholders, customers, and peers to drive collaboration and project success. Exercising independent judgment and broad expertise to influence outcomes, lead initiatives, and navigate issues of significant business impact. Troubleshooting sales tools and processes and identifying opportunities to implement new support activities that increase productivity, efficiency, and overall sales performance.

Requirements

  • 1 or more years of experience in data analytics.
  • Ability to extract, analyze, interpret, and merge large datasets across multiple systems or platforms.
  • Proficiency in Excel with demonstrated ability to perform advanced formulas & functions (VLOOKUP/XLOOKUP), pivot tables & data analysis, and data automation & workflow efficiency (macros/tools like Power Query).
  • Understanding of SAP (or similar ERP system) and Salesforce (or similar CRM).
  • Strong communicator and team player.
  • Must be able to successfully perform minimum Physical, Cognitive and Environmental job requirements with or without accommodation.

Nice To Haves

  • Experience building dashboards with Power BI or Tableau.

Responsibilities

  • Lead client presentations, product demonstrations, and discussions.
  • Address customer-specific needs with complex medical device solutions.
  • Provide support during high-visibility meetings.
  • Manage and optimize CRM systems, customer data, sales reporting, and documentation.
  • Ensure data integrity and actionable business insights.
  • Use analytics and reporting to support strategic planning and improve operational efficiency.
  • Act as a cross-functional partner, building strong relationships with internal stakeholders, customers, and peers.
  • Troubleshoot sales tools and processes.
  • Identify opportunities to implement new support activities that increase productivity, efficiency, and overall sales performance.

Benefits

  • Generous PTO
  • 401k (up to 7% match)
  • HSA (with company contribution)
  • Stock purchase plan
  • Education reimbursement
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