CRM Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the quality of CRM data through regular audits, cleaning processes, and ongoing governance.

• Take charge of CRM projects and initiatives, managing them from the planning stage to completion.

• Investigate and resolve data and system issues autonomously, escalating matters when necessary.

• Provide daily support for CRM, including troubleshooting and offering guidance to users.

• Create and deliver user training sessions, documentation, and best practice guidelines.

• Assist with data imports, exports, migrations, and reporting tasks.

• Collaborate with marketing, business development, and operations teams to enhance CRM processes and promote user adoption.

• Identify and recommend improvements for workflows, automate manual tasks, and enhance user experience.

⛳️ Requirements

• Bachelor's degree or equivalent experience.

• 2-5 years of experience in supporting a CRM platform (such as Deltek Vantagepoint, Salesforce, HubSpot, Microsoft Dynamics, etc.).

• Strong problem-solving abilities.

• Excellent communication skills with a background in supporting, training, and fostering relationships with end users.

• Keen attention to detail and strong analytical skills.

• Proficient in Microsoft Excel; familiarity with Power BI or other reporting tools is an advantage.

• Experience in the AEC industry and with Deltek Vantagepoint is preferred but not mandatory.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Basic life insurance.

• 401(k) plan.

• Opportunity to purchase company stock at a discounted rate.

• Paid time off (PTO).

• 10 paid holidays.

• Paid leave programs for military service and new parents.