Senior QA Analyst - CRM
H&R Block
USA (Remote)
In-houseFull-timeSenior level5+ years exp.
3 weeks ago
CRM Analyst I
Atlanta, GA (On-site)
Salary Not AvailableFull time
Posted 6 months ago
Job Description
What We Expect
The first 3 letters in workplace safety are Y-O-U!
TK Elevator is currently seeking an experienced CRM Analyst I located in Atlanta, GA.
Responsible for troubleshooting and resolving system issues, supporting sales commissioning and user training, and analyzing user needs to improve processes and align with business objectives. The ideal candidate brings strong problem-solving, communication, and customer service skills, with the ability to work both independently and collaboratively to deliver timely, high-quality support.
ESSENTIAL JOB FUNCTIONS:
System Support and Troubleshooting: 30%
EDUCATION & EXPERIENCE:
Provided they meet all eligibility requirement under the applicable plan documents, employees will be offered
Who we are Contact
To apply to a position, please click on the Apply Now button.
For any additional questions or job specific requests, please use the contact
below and include the Job Requisition Number as a reference.
Elevatorjobs.AMS@tkelevator.com
The first 3 letters in workplace safety are Y-O-U!
TK Elevator is currently seeking an experienced CRM Analyst I located in Atlanta, GA.
Responsible for troubleshooting and resolving system issues, supporting sales commissioning and user training, and analyzing user needs to improve processes and align with business objectives. The ideal candidate brings strong problem-solving, communication, and customer service skills, with the ability to work both independently and collaboratively to deliver timely, high-quality support.
ESSENTIAL JOB FUNCTIONS:
System Support and Troubleshooting: 30%
- Provide first-level troubleshooting support for all departments and end users acting as a liaison between technical staff and end-users.
- Receive and respond to Service Desk tickets, incoming calls, emails, or IMs regarding problems within sales applications (CRM [Salesforce], CPQ, Forms, and Docusign) while maintaining SLA Standards.
- Prioritize escalating, urgent and/or more complex issues to Domain Experts when necessary.
- Triage symptoms of technical problems, deliver solutions or escalate based on defined processes.
- Work with multiple computer applications and databases, including CRM (Salesforce), CPQ, Forms, Docusign and Xactly.
- Use data loader and data import wizard for mass updates.
- Maintain the accuracy of data within sales applications.
- Manage the consolidation of duplicate records in CRM.
- Receive and respond to Service Desk tickets, incoming calls, emails, or IMs regarding questions or exceptions with Xactly data (commissions).
- Assist with testing new compensation plan rules to ensure system accuracy.
- Maintain strict confidentiality and ensure information is shared only with authorized personnel.
- Coordinate with technical staff and team members to ensure consistent information is provided to the field.
- Facilitate root cause analysis on problems to identify action items and recommendations for resolution from both training and systems perspectives.
- Work cross-functionally by learning new technology platforms and taking on projects as requested
- Develop and deliver comprehensive training programs for end-users.
- Maintain documentation of lessons learned, best practices, and quality improvement processes.
- Onboard and train users in data entry, reporting dashboards, and CPQ quoting and booking.
- Create and maintain detailed documentation for CRM processes, customizations, and integrations.
- Provide functional and technical support to CRM users with varying levels of technical skills to ensure successful user adoption.
- Perform User Acceptance Testing (UAT) for changes implemented in the sales applications.
- Identify failures and bugs and escalate to next-level support for resolution.
- Drive continuous improvement initiatives by staying informed of sales applications, reports, and organizational processes and making recommendations for system changes, to better meet user needs
- Proactively identify opportunities to optimize efficiencies and enhance and streamline business processes to maximize sales support efforts.
EDUCATION & EXPERIENCE:
- College degree preferred or equivalent (2 to 3 years) in work experience, including project management, customer service, analysis and/or technical documentation
- Understanding of CRM concepts and software (e.g., Oracle CRM, Salesforce)
- Proficient Skills in MS Excel, and PowerPoint, with the ability to create and modify basic to intermediate spreadsheets; perform data extraction, processing, and manipulation with guidance; and support data analysis tasks.
- Strong attention to detail.
- Excellent verbal and written communication skills.
- Ability to work independently and multi-task with limited supervision
- Ability to work well in a team and take direction.
- Analytical and troubleshooting abilities to address and resolve problems and issues as they occur.
- Proficient organization, time management skills and ability to build and foster strong networks on all levels of the organization are essential.
- Occasional travel may be required.
Provided they meet all eligibility requirement under the applicable plan documents, employees will be offered
- Medical, dental, and vision coverage
- Flexible spending accounts (FSA)
- Health savings account (HSA)
- Supplemental medical plans
- Company-paid short- and long-term disability insurance
- Company-paid basic life insurance and AD&D
- Optional life and AD&D coverage
- Optional spouse and dependent life insurance
- Identity theft monitoring
- Pet insurance
- Company-paid Employee Assistance Program (EAP)
- Tuition reimbursement
- 401(k) Retirement Savings Plan with company match: Employees can contribute a portion of their pay on a pre-tax or Roth basis. The company provides a dollar-for-dollar match on the first 5% contributed.
- 15 days of vacation per year
- 11 paid holidays each calendar year (10 fixed, 1 floating)
- Paid sick leave, per company policy
- Up to six weeks of paid parental leave (available after successful completion of 90 days of full-time employment)
Who we are Contact
To apply to a position, please click on the Apply Now button.
For any additional questions or job specific requests, please use the contact
below and include the Job Requisition Number as a reference.
Elevatorjobs.AMS@tkelevator.com
TK Elevator
Welcome to TK Elevator – Where Ingenuity Elevates Urban LivingEngineering pioneer. Global industry leader. TK Elevator draws on a legacy of firsts – from a groundbreaking vertical conveyor in 1890 – to evolve modern mobility.TKE blends safety, reliability, and innovation to create cutting-edge solutions that redefine how we move. Our dedicated teams engineer, manufacture, install, modernize, and service elevators, escalators, walkways, passenger boarding bridges, and residential lifts. Our German engineering heritage inspires our commitment to precision and fresh thinking, leading to a breakthrough elevator system incorporating two, independent passenger cars in the same shaft (TWIN), the first-ever cableless car design (MULTI), a forward-thinking eco-efficient and digitally native elevator system (EOX), and a novel suite of IoT-driven digital solutions that provide real-time insights, virtual repairs, and personalized control (MAX and AGILE).Our tailored products meet diverse needs – from commercial spaces to residential complexes – and include iconic projects like One World Trade Center in New York City, Madrid's new subway lines, and the BMW Tower and Google's German headquarters in Munich.With a global footprint spanning 1,000 locations and customers in over 100 countries, TKE delivers top-level, 24/7 service through 25,000 specialists expertly trained at our state-of-the-art International Technical Services SEED campus to provide Universal Service for any brand, any place, any time.Above all, we embrace responsibility to our planet. With sustainability at the heart of our business model, TKE is focused on improving accessibility and quality of life for a growing and aging population and doing so with lower emissions in our operations and solutions. Join us in shaping the future of sustainable urban mobility.TK Elevator – Move Beyond
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