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About the role
Key responsibilities & impact- Act as a point of contact for lead management, account, contact, and opportunity creation
- Perform complex CRM tasks, including updating activities, creating opportunities and leads, and converting leads
- Develop and create reports and respond to complex data requests using CRM tools
- Partner with stakeholders on data acquisition requests, field audits, and mapping
- Review data elements to determine whether reports exist, are current, or need customization
- Coordinate complex data requests, data appends, acquisitions, and CRM updates
- Monitor exception reports and perform field updates to resolve data quality issues
- Monitor standardization, updating, and uploading of approved CRM data
- Review and merge data and perform system audits to correct known data issues
- Identify process improvements and make recommendations
- Develop project plans and manage deliverables to meet deadlines
- Identify content for company-wide and interdepartmental communications
- Develop idea-generation efforts and stay aware of creative and technology trends
- Mentor, coach, and train team members
Requirements
What you’ll need- Bachelor's degree or equivalent experience
- Strong business and technology acumen
- Proficiency with CRM tools
- Proficiency with Microsoft Office applications, including Excel
- Proficiency with Microsoft Windows and Office Suite
- Strong oral and written communication skills
- Strong interpersonal, organizational, multitasking, time management, and project management skills
- Ability to complete projects with minimal oversight
- Ability to translate goals into new ideas and design solutions
- Strong collaboration, creative thinking, attention to detail, and problem-solving skills
- Ability to work independently and in a team environment
- Experience mentoring, coaching, and training team members
- Experience monitoring and improving data quality processes within CRM systems
- Experience performing data audits and field updates to resolve complex data issues
- Experience developing idea generation efforts within a department
- Ability to stay current with creative and technology trends
- Experience with Outreach
- Experience with Microsoft Excel
Benefits
Comp & perks- Career development resources
- Wellbeing programs
- Innovation practices
- Inclusive workplace culture
- Employee initiatives and giving campaigns and programs