CRM Operations Coordinator

Swinerton•Concord, CA

1d•$38 - $45

About The Position

The CRM Operations Coordinator assists with overall CRM system administration, including data management, analysis, reporting, and the development and enforcement of policies and procedures. The role supports the day-to-day administration, maintenance, improvement, and configuration of the CRM system; data integrity and reporting; training and support for CRM users; and marketing campaign contact-list activities. It also works with BTech on system integrations and configuration changes, and helps troubleshoot issues with users and the CRM vendor.

Requirements

Bachelor’s degree in marketing, strategic communications, library science, journalism, or a similar field.
2–3 years of database experience.
Motivated self-starter.
Excellent judgment and ability to work efficiently with minimal oversight.
Logical and analytical thinking.
Strong attention to detail.
Ability to manage multiple projects and time effectively.
Strong written and oral communication skills, especially interpersonal skills.
Familiarity with CRM systems, specifically Cosential.
Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
Basic skills in Adobe InDesign.

Nice To Haves

Advanced Excel knowledge.

Responsibilities

Assist in the day-to-day administration, management, and innovation of the CRM system.
Monitor and manage data integrity, correct inaccuracies, and provide users with feedback on protocols, processes, policies, and procedures.
Assist in creating, documenting, and communicating system changes, policies, procedures, and new features.
Create, update, and validate reports for data analytics, trade organization rankings, companywide KPIs, executive reporting, and data audits.
Assess system and process changes and training needs, and provide CRM users with solutions, support, and guidance.
Assist in creating, maintaining, and conducting a formal training program, including materials and virtual or in-person sessions delivered through varied media and platforms.
Assist Corporate, Regional, and Division Marketing teams with uploading, creating, and maintaining email contact lists for marketing and email campaigns.
Assist with planning, implementing, customizing, executing, and maintaining CRM features and workflows, system changes, and new features; update related policies, procedures, and processes.
Research, troubleshoot, and resolve technical integration issues, errors, and unexpected CRM behavior; facilitate troubleshooting and resolution with CRM Vendor Support.
Work with BTech on integration initiatives, CRM configuration changes and updates, system setup, ERP configuration validation and testing, CRM impact assessment, and communicating outcomes.
Manage setup of additional licensed users and reconcile licenses.
Perform other responsibilities as assigned.