CRM Specialist at Sunda International

Job Summary:

The CRM Specialist serves a vital function in any organization, acting as a resource to any department. Their job is to maximize the efficiency of the CRM, the data inside it, and how a company uses the software to improve customer care.

Job Responsibilities:

• Establishing workflows and standards or entering data in the CRM
• Spotting ways to improve usage of the CRM through automating basic everyday tasks
• Customizing and pulling marketing reports from the CRM
• Analyzing the marketing reports to determine what kind of customer trends the business should respond to
• Writing training manuals and teaching staff on how to use the CRM
• Troubleshooting user or software errors that inhibit the efficiency of the interaction between people and technology
• Meeting with teams to help them analyze business trends

Experience/ Education Required:

• A bachelor’s degree in IT is required
• Expertise in the CRM software (Google Contacts, HubSpot CRM, Infusionsoft, Microsoft 365 Dynamics, Salesforce, Marketo, SugarCRM, TrackVia etc)
• Ability to help figure out how to better integrate the CRM with internal legacy platforms
• The skill to resolve technical CRM issues, including responding to customization requests
• Organizational skills, which help the CRM Marketing Specialist juggle competing demands from marketing, sales, customers, and management
• Minimum of 2 years’ experience in this position.