CRM Specialist

Description

• Provide ongoing user support, troubleshooting, and guidance on CRM features and workflows.
• Develop and deliver engaging training materials and sessions for new and existing users.
• Facilitate the management of the project close-out process to obtain critical project data for marketing / business development purposes
• Partner with graphics and content teams to enhance CRM visuals and templates.
• Manage annual reviews of CRM content and update as needed.
• Maintain and cleanse CRM databases to ensure data accuracy, integrity, and performance.
• Generate reports and dashboards using Dynamics 365 and Power BI to support marketing and business development goals.
• Co-lead training initiatives for CRM modules including Projects, Resumes, and Knowledge Base.
• Work closely with Market Leaders and Business Development teams to track client relationships and initiatives.
• Facilitate the development and troubleshooting of CRM content templates
• Implement CRM best practices to streamline operations and improve user experience across departments.
• Identify and recommend process improvements, including integrations with third-party tools and datasets.
• Segment customer lists based on behaviors, preferences, and demographics to support targeted outreach.

Requirements

• Knowledge of Microsoft Office Suite (i.e., Word, Excel, and Outlook) and web browser applications
• Written Communication Skills – ability to clearly deliver a message through written words using correct grammar, spelling, and punctuation
• 3+ years of experience in Microsoft Dynamics CRM, preferably with AEC360.
• Problem-Solving Skills – uses logical methods and analysis to solve problems; can see hidden problems and find effective solutions
• Mentoring Skills – provides support and feedback to less experienced colleagues; acts as a source of guidance, assistance, and expertise to less experienced colleagues
• Excellent organizational, project management, and communication skills.
• Knowledge of resource allocation
• Comprehension – ability to understand information, ideas, and direction presented in writing and/or verbally communicated
• Detail-Oriented – ability to achieve accuracy and thoroughness when accomplishing a task; pays attention to details and is able to understand what caused a certain outcome
• Experience in the AEC (Architecture, Engineering, Construction) or professional services industry.
• Proficiency in Power BI and Microsoft Office Suite (Word, PowerPoint, Outlook, SharePoint).
• Bachelor’s degree in marketing, Communications, Business Administration, or related field.
• Business Acumen –knowledgably in policies, practices, trends and information affecting business and the organization; knows the competition; aware of how strategies work in the marketplace
• Knowledge of industry-specific software
• Speech Clarity – ability to speak clearly and in a common language so that others can understand you
• Team-Building Skills – ability to enhance social relations, define roles, and align goals within a team
• Ability to work independently and manage multiple projects with tight deadlines.
• Knowledge of contracts and project management
• Knowledge of Microsoft Dynamics and Power BI
• Interpersonal Skills – ability to interact positively and work effectively with others
• Judgment and Decision-Making Skills – ability to make reasoned judgments that are logical and well thought out; constructively questioning and analyzing information in order to make the best conclusion

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance