Responsibilities

• Conduct audits of client CRM system, implementation, and use.
• Author high level CRM project goals and strategies for development and use of CRM systems.
• Provide expert guidance and support on execution of CRM strategy.
• Use technical knowledge of CRM data structures, data integrations, interfaces, and user experience to implement or improve client CRM systems.
• Lead optimization efforts in CRM:
• Data management
• Governance
• Communications
• Event management
• Multip-channel Orchestration
• Interaction tracking
• Application and forms
• Analytics and reporting
• Email/Lead Nurture
• Gap/Risk Identification
• Contribute to CRM partnership programs.
• Develop reporting and analytics to measure system performance and ROI.
• Create work plans with a clear, phased approach to task completion while identifying gaps, risks, and barriers as you manage client expectations.

Requirements

• Bachelor’s degree in relevant field. Master’s preferred.
• 3+ years of CRM experience using multiple CRM platforms.
• Strong oral, written, presentation and interpersonal skills.
• Tech-savvy with strong analytical problem-solving and decision-making skills.
• Ability to be a team player and work with others toward common goals.
• Impeccable time management, organizational skills, attention to detail, and follow-through.
• Quick learner and self-starter who delivers work that’s excellent and efficient.
• Sense of ownership and accountability to the goals, the client, and the team.
• Desire to thrive in a fast-paced, often changing environment.
• Thirst for knowledge and commitment to growth.
• Proficient in Microsoft Office Suite and/or the Google Drive Suite, especially Excel/Sheets. Comfortable learning new software as needed.
• Actively contribute to VisionPoint’s culture.

Preferred

• Master’s preferred.

Benefits

• health insurance, PTO and 401k