CRM Specialist 23J25

A CRM Specialist is an integral part of any business's marketing and customer service strategies, responsible for managing the company’s relationships and interactions with potential and existing clients. This role requires a detailed-oriented individual who can handle various aspects of CRM software to ensure effective data management, customer satisfaction, and enhanced communication processes. The CRM Specialist works closely with marketing, sales, and customer service teams to analyze consumer data, strategize outreach efforts, and optimize customer relationship strategies. This position requires a blend of technical savvy to work with the CRM software, as well as strong communication skills to facilitate cross-functional collaboration. Individuals in this role must stay current with CRM trends and best practices, tailoring them to the specific needs of their organization.

Responsibilities

• Develop and maintain CRM strategies that align with organizational goals and objectives.
• Analyze customer data to identify trends, patterns, and opportunities for improvement.
• Collaborate with marketing and sales teams to enhance customer outreach initiatives.
• Ensure the CRM system is effectively capturing all required information at key points in the customer journey.
• Regularly update and maintain the CRM database to ensure data accuracy and integrity.
• Create detailed reports on customer insights, usage metrics, and performance analyses.
• Provide training to staff on best practices and new features of the CRM system.
• Implement automated workflows to improve efficiency and customer engagement initiatives.
• Monitor CRM software updates and enhancements to leverage new capabilities.
• Perform regular audits of the CRM system to identify and rectify data discrepancies.
• Design and execute customer feedback processes to gain insights and improve services.
• Work with IT and software vendors for technical support and software customization.

Requirements

• Bachelor’s degree in Marketing, Business Administration, or a related field.
• Proven experience working with CRM software, such as Salesforce or HubSpot.
• Strong analytical skills with the ability to interpret complex data sets.
• Excellent communication skills, both verbal and written, for cross-departmental collaboration.
• Experience in designing and executing customer loyalty and retention campaigns.
• Ability to work independently, manage multiple projects, and meet deadlines.
• Proficiency in Microsoft Office Suite and data visualization tools.