CRM Specialist
Becker Morgan Group, Salisbury, MD, United States
CRM Specialist
We are seeking a meticulous CRM Specialist to support our dynamic marketing and business development team. This role will help facilitate day-to-day operations, including Customer Relationship Management (CRM) system management and maintenance, quality assurance, and quality control, and coordinating administrative tasks. Essential duties/responsibilities included but not limited to: Maintain and update the firm's CRM system with client and project information. Data entry, constantly working to ensure accuracy and consistency. Coordinate opportunity tracking and pipeline follow-up. Ensure proposal accuracy and quality prior to submission. Update and maintain department master spreadsheets and templates. Help gather and organize data for reports, presentations, and analysis. Assist in organizing department files. Other administrative tasks may be requested by the marketing and business development team. Qualifications/skills: Detail oriented and highly organized. Database management and CRM experience, preferably Unanet CRM by Cosential or Deltek Vantagepoint CRM. Strong written and verbal communication skills. Basic proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). Experience with Adobe Creative Suite (Acrobat, InDesign) is a plus. Ability to multitask and prioritize in a fast-paced environment. Eagerness to learn and grow in the administrative, business development and/or marketing fields. Consistently demonstrate professional, positive, and approachable demeanor and discretion. Education/experience: Associate's or Bachelor's degree in Business Administration, Communications, Marketing, or a related field preferred; equivalent professional experience will also be considered. Minimum of 2 years of experience in CRM administration, database management, marketing/business development support, or a related administrative role preferred. Physical demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to use hands to handle or feel; reach with hands and arms; stoop; kneel; bend; sit; crouch; and talk; and hear. The employee is required to sit for a substantial amount of time. The employee must be able to lift and/or move at least 10lbs occasionally (overhead, waist level) from the floor. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception. Requirements, skills, and abilities described above are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned as deemed appropriate. Duties, responsibilities, and activities may change at any time with or without notice.
We are seeking a meticulous CRM Specialist to support our dynamic marketing and business development team. This role will help facilitate day-to-day operations, including Customer Relationship Management (CRM) system management and maintenance, quality assurance, and quality control, and coordinating administrative tasks. Essential duties/responsibilities included but not limited to: Maintain and update the firm's CRM system with client and project information. Data entry, constantly working to ensure accuracy and consistency. Coordinate opportunity tracking and pipeline follow-up. Ensure proposal accuracy and quality prior to submission. Update and maintain department master spreadsheets and templates. Help gather and organize data for reports, presentations, and analysis. Assist in organizing department files. Other administrative tasks may be requested by the marketing and business development team. Qualifications/skills: Detail oriented and highly organized. Database management and CRM experience, preferably Unanet CRM by Cosential or Deltek Vantagepoint CRM. Strong written and verbal communication skills. Basic proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). Experience with Adobe Creative Suite (Acrobat, InDesign) is a plus. Ability to multitask and prioritize in a fast-paced environment. Eagerness to learn and grow in the administrative, business development and/or marketing fields. Consistently demonstrate professional, positive, and approachable demeanor and discretion. Education/experience: Associate's or Bachelor's degree in Business Administration, Communications, Marketing, or a related field preferred; equivalent professional experience will also be considered. Minimum of 2 years of experience in CRM administration, database management, marketing/business development support, or a related administrative role preferred. Physical demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to use hands to handle or feel; reach with hands and arms; stoop; kneel; bend; sit; crouch; and talk; and hear. The employee is required to sit for a substantial amount of time. The employee must be able to lift and/or move at least 10lbs occasionally (overhead, waist level) from the floor. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception. Requirements, skills, and abilities described above are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned as deemed appropriate. Duties, responsibilities, and activities may change at any time with or without notice.