CRM & Systems Integration Specialist

Steel PartnersMenomonee Falls, WI

About The Position

We are seeking a CRM & Systems Integration Specialist to design, manage and enhance our marketing and commercial systems including Salesforce, HubSpot, Partner Portal, lead-gen automation, customer service tools, pricing systems, and digital sales enablement tools. This role works cross-functionally across Marketing, and Sales to build and maintain automated integrations that improve data quality and enhance customer experience. The ideal candidate combines strong Salesforce expertise, systems thinking, and business acumen to deliver scalable, efficient solutions that support growth.

Requirements

  • Strong problem-solving and analytical skills with a focus on data accuracy and process improvement
  • Effective communication and cross-functional collaboration
  • A demonstrated ability to work in a self-directed and independent manner, prioritizing work appropriately
  • Bachelor’s degree in Marketing, Business, Information Systems, or related field (or equivalent experience)
  • 3–5+ years of experience in marketing operations, CRM administration, or business systems management
  • Strong Salesforce expertise (customization, configuration, reporting, automation and integrations) including APIs and data flow
  • Experience with marketing automation platforms (HubSpot, Pardot, Marketo, or similar)

Nice To Haves

  • Familiarity with identity/access tools (ex. miniOrange, Okta) preferred
  • Experience with pricing, quoting, or order management systems a plus

Responsibilities

  • Administer and enhance Salesforce, including configuration (objects, fields, flows, validation rules, dashboards, and reports)
  • Lead Salesforce projects, including integrations and third-party applications
  • Design and optimize lead generation, routing, scoring, and lifecycle management processes
  • Provide insights to improve marketing effectiveness and business outcomes
  • Manage the digital ecosystem of marketing, sales, customer service, and digital platforms (CRM, marketing automation, partner portal, and product configurator)
  • Identify and implement process improvements to enhance performance, usability, and reporting
  • Enhance and maintain reporting to track lead generation, funnel performance, and revenue impact
  • Ensure consistency and accuracy of pricing, product data, and workflows across platforms
  • Provide insights to improve marketing effectiveness and business outcomes
  • Support and optimize customer-facing digital platforms used for quoting and order management, including access based on user roles and permissions
  • Partner with Sales, Marketing, and Engineering to ensure systems are integrated, scalable, and aligned with business processes across the customer lifecycle
  • Ensure seamless integration across platforms and troubleshoot system issues as needed

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

1,001-5,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service