Marketing Data Specialist

Description

• Maintain and audit CRM data (Contacts, Companies, Leads, Opportunities, Projects)
• Build dashboards and reports for marketing, business development, and executive decision-making
• Work closely with IT, HR, Accounting, and Project teams to align CRM with enterprise systems
• Coordinate with proposal teams to maintain accurate and accessible marketing assets
• Participate in CRM governance activities (change control, data stewardship, monthly reviews)
• Enforce naming conventions, data standards, and duplicate prevention protocols
• Monitor KPIs for customer engagement, pipeline health, and campaign performance
• Administer customer experience surveys and analyze feedback data
• Sets high standards for data quality and leads by example in process improvement.
• Develop and deliver training materials, onboarding sessions, and user documentation
• Participate in CRM steering committees and task forces to improve system functionality and user experience
• Manage user roles, permissions, and access controls (in collaboration with IT)
• Support marketing automation and campaign execution using CRM-integrated tools
• Ensure CRM data aligns with proposal content (e.g., project profiles, resumes)
• Collaborate with marketing team to segment audiences and track campaign ROI
• Track user adoption and usage patterns to inform training and support needs
• Analyze CRM data to identify trends, gaps, and opportunities for improvement
• Serve as primary support contact for CRM users across the enterprise

Requirements

• Highly motivated, self-starter who can work as a team or independently.
• Demonstrated ability to mentor others in CRM best practices and drive adoption across teams.
• Solid business acumen, management, and problem-solving skills.
• Strong written and verbal communication skills.
• Experience in the CRM lifecycle.
• Ability to train and upskill team members on CRM, CX, and analytics platforms.
• Bachelor’s degree in marketing, business or information technology.
• Knowledge of marketing and sales processes, and workflows.
• Effective time management, organization, and leadership skills.
• Skilled at influencing decision-makers and facilitating collaboration between departments.
• Minimum of 2 years’ experience in marketing or sales administration.
• Proven track record of collaborating successfully with cross-functional teams or projects in a fast-paced environment.
• A valid driver’s license may be required. Individuals in this role may be subject to an annual Motor Vehicle Records check. The outcome of any MVR checks conducted may negatively impact the persons’ ability to participate in any vehicle program provided by the company, including but not limited to the ability to drive a personal vehicle on behalf of The Boldt Company or rent a vehicle through for business travel purposes.
• Strong computer skills, especially Microsoft Office (Word, Excel, PowerPoint), experience with Microsoft Dynamics, Customer Voice or similar is preferred.

Benefits

• Annual Bonus Program: Opportunity for annual bonuses based on company performance.
• Medical Coverage: Comprehensive medical plans including dental and vision benefits as well as the opportunity to participate in HSA and/or FSA programs.
• Community Engagement: Opportunities to engage with the community including a paid Volunteer Time Off program.
• Inclusion & Belonging: Comprehensive diversity, equity, and inclusion training programs.
• Wellness Resources: Access to a health coach, health assessments, wellness challenges, and life care resources.
• Financial Benefits: An Employee Stock Ownership Plan (ESOP) to share in the company’s success, as well as a 401(k) plan.
• Paid Time Off: Generous vacation, sick leave, and paid holidays.
• Professional Growth: Equal access to opportunities and resources at all levels, educational reimbursement, and a robust mentorship program.
• Life Insurance & Disability Coverage: Short-Term Disability, Long-Term Disability, and Group and Voluntary Life Insurance.

Training + Development

Interview process

Visa Sponsorship

Security clearance