CRM Data Specialist

About the Role

Key Responsibilities

• Follow, define, document and improve processes for managing data along its lifecycle; operationalize data management and governance activities.
• Review and improve ongoing system administration, including configuration, integrations, data management, optimization, and reporting.
• Analyze and process opportunity change form requests, opportunity deletion requests, duplicate company and contact requests using independent judgment and discretion.
• Supplement project and employee data pushed from other systems such as accounting, HRIS, and active directory while ensuring integration processes are working correctly and troubleshooting when necessary.
• Responsible for Contact Mailing List Administration including creating mailing lists, enabling/disabling mailing lists, and making mass contact mailing list updates using the data import tool.
• Prepare and lead CRM training for different user levels (both in-person and webinars).
• Monitor CRM support mailbox and provide user support by answering questions and explaining system features.

Requirements

• 6+ years with CRM, enterprise business information systems, or working with large databases.
• Must have the ability to handle multiple tasks in a fast paced, dynamic team environment and demonstrate a willingness to shift easily between various responsibilities with diverse stakeholders.
• High School Diploma or Equivalent.

Nice to Have

• Knowledge of Data Analysis Expressions (DAX) queries or data modeling in Power Query Editor.
• Ability to create data visualizations in Power BI.
• Certification in CRM, SQL, ERP, Statistics, Computer Science, Information Systems or other Database Administration can be substituted for one year of experience.

Benefits & Perks

• Besides our comprehensive benefits package (see more at https://www.freese.com/services/benefits-that-work/), we offer paid overtime for salaried employees, an annual bonus, and access to company cabins in Red River, New Mexico.
• Flexible work environment which includes a hybrid schedule with up to 40% of remote work, and an alternative work schedule program which provides a day off every other Friday.