CRM Specialist

Braden Business Systems•Fishers, IN

3d•Onsite

About The Position

Braden Business Systems, a tech driven company providing connectivity, cloud and output solutions to the Indianapolis and Chicago markets, is seeking a highly motivated, self-starter individual to join our growing corporate team. Braden is seeking a CRM Specialist to take ownership of the day-to-day administration, training, development, and continuous improvement of our CRM platform. This position will work closely with our Sales Team, Sales Support Team, Sales Leadership, and CRM provider to ensure our CRM is not simply a database, but a tool that helps our employees work more efficiently and supports the entire sales process. The ideal candidate enjoys the combination of technology, sales, training, problem-solving, and process improvement. We're looking for someone who can understand how our teams work today, identify opportunities to make those processes better, and help employees confidently use the CRM to its full potential.

Requirements

Experience with SalesChain CRM.
Experience supporting a B2B Sales organization.
Experience developing new-hire or ongoing Sales training programs.
Experience with Sales enablement or CRM adoption initiatives.
Experience with workflow automation, dashboards, reporting, and data-quality management.
Experience working with third-party software providers or developers.
2–5 years of experience within a CRM, Sales Operations, Business Systems, or a related field.
Hands-on experience administering and optimizing a CRM platform.
Proficiency with CRM configuration, reporting, data analysis, and basic workflow automation.
Understanding of sales processes, prospecting, pipeline management, and CRM best practices.
Strong communication skills with the ability to train and support users with varying levels of technical experience.
Strong organizational, project-management, analytical, and problem-solving skills.
Ability to manage multiple projects, requests, and priorities.
Strong attention to detail, particularly when testing system changes and maintaining data accuracy.
Ability to work independently while collaborating closely with multiple departments and external partners.

Nice To Haves

Enjoy helping people become more confident with technology.
Can translate technical concepts into simple, practical instructions.
Want to understand the entire sales process—not just the CRM.
Naturally look for ways to make processes easier, faster, and more efficient.
Are comfortable asking questions and challenging existing processes when there may be a better solution.
Take ownership of projects from idea through development, testing, implementation, training, and follow-up.
Are approachable and enjoy working directly with Sales Representatives and support teams.
Have a continuous-improvement mindset and enjoy turning business needs into practical CRM solutions.

Responsibilities

Serve as the primary day-to-day CRM resource for our Sales Team, providing support, troubleshooting, coaching, and guidance.
Develop and deliver a phased CRM training program for new Sales Representatives.
Conduct monthly refresher courses and ongoing CRM development training for the Sales Team.
Develop Sales Rep journey maps, prospecting strategies, and targeted lists to support cold calling and new-business development.
Learn the key functions and processes of our Sales Support Team to better understand the complete sales process.
Use real-world Sales Support scenarios to train and guide Sales Representatives through CRM processes and best practices.
Maintain sufficient knowledge of Sales Support responsibilities to provide backup assistance during vacations, absences, high-volume periods, and other business needs.
Maintain, configure, and continuously improve the CRM platform as business needs evolve.
Partner with Sales Leadership and Sales Support to identify opportunities to simplify processes, increase automation, and reduce manual work.
Work directly with our CRM provider to develop, test, and implement enhancements and new functionality.
Track CRM enhancement requests, issues, testing, priorities, and implementation status.
Test system updates and enhancements to ensure they function as intended without negatively impacting existing processes.
Communicate CRM updates and changes to employees and provide supporting training and documentation.
Maintain CRM data integrity and support the development of reports, dashboards, workflows, and automation.
Lead strategic CRM projects, including a company-wide Delivery Schedule, Sales Commission processes, and other opportunities to incorporate business processes into the CRM.
Continually look for ways to improve CRM adoption, functionality, and the overall user experience.