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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM management, including data integrity checks, workflow automation, and user training. Strong analytical and communication skills support effective collaboration and project management across teams.
Highest-signal resume keywords
CRM ManagementData Integrity ChecksWorkflow AutomationProject ManagementSalesforce Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ImportsData ExportsReporting ConfigurationsCRM OptimizationWorkflow Testing
Soft Skills
Critical-ThinkingAnalytical MindsetStrong CommunicationCollaborative ApproachCustomer Service
Tools & Technologies
SalesforceHubSpot
Industry Keywords
CRM SystemsTechnical ProjectsOn-Site SupportCross-Functional PartnershipBusiness Needs
About the role
Key responsibilities & impact- Perform regular data integrity checks on the CRM
- Work with CRM users to resolve issues, answer questions, and gather feedback
- Conduct training on CRM tools
- Optimize and refine CRM structure based on business needs
- Build and test workflow automation and integrations
- Travel to sales conferences to provide on-site CRM and process support
- Perform data imports and exports when necessary
- Oversee reporting configurations
- Collaborate with other Acrisure teams on various technical projects
Requirements
What you’ll need- 3+ years of experience in a relevant role
- Bachelor’s degree
- Experience with CRM or similar systems
- Experience in project management
- Strong critical-thinking skills
- Analytical, data-driven mindset
- Strong communication skills and a collaborative, team-oriented approach
- Travel to and support corporate events at least once a month
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
- Customer service experience a plus
- Salesforce and HubSpot experience a plus
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
