Responsibilities

• Maintain the quality, consistency, and accuracy of data within Deltek Vantagepoint.
• Review and audit client, firm, project, contract, and opportunity records to ensure compliance with firm standards and naming conventions.
• Support CRM data governance initiatives, data cleanup efforts, and ongoing system improvements.
• Facilitate sales funnel and pipeline meetings, helping teams maintain accurate opportunity information and next-step action plans.
• Develop, prepare, and distribute recurring and ad hoc reports, dashboards, and data analyses for leadership, marketing, and business development teams.
• Support Client Managers with reporting, client data management, contact updates, and activity tracking.
• Monitor and improve data quality related to pursuits, projects, clients, markets, and services to support meaningful reporting and decision-making.
• Coordinate and track business development activities, strategic pursuits, and marketing campaign initiatives.
• Provide CRM user support, troubleshooting, and training for staff across the firm.
• Develop and maintain process documentation, quick-reference guides, and training materials.

Requirements

• Bachelor's degree in Business, Marketing, Communications, Information Management, Data Analytics, or a related field; equivalent experience will be considered
• 5-10 years of experience supporting CRM administration, sales operations, business development, marketing operations, reporting, or related functions
• Experience with Deltek Vantagepoint or similar CRM/ERP systems preferred
• Strong Microsoft Excel skills required; Power BI experience strongly preferred
• Experience preparing reports, dashboards, data analyses, and business summaries
• Excellent organizational skills with strong attention to detail
• Strong written and verbal communication skills
• Ability to train users and clearly explain processes, standards, and system functionality
• Ability to manage multiple priorities and work effectively across departments
• Experience in the architecture, engineering, environmental, or professional services industry preferred

Preferred

• Experience utilizing AI-enabled tools and technology to improve efficiency and reporting is a plus.
• Power BI experience strongly preferred
• Experience with Deltek Vantagepoint or similar CRM/ERP systems preferred

Benefits

• Meaningful work: Contribute to projects that protect and enhance the natural and built environments
• Ownership mindset: As an employee-owner, your work directly contributes to our shared success
• Growth opportunities: Build your career through mentorship, diverse projects, and clear advancement pathways
• Flexible workplace: Work in a way that supports your life and not the other way around
• Strong culture: Join a team that values collaboration, inclusion, and recognition
• Our Commitment to Inclusion, Diversity, Equity & Access (IDEA)
• We believe diverse perspectives make us stronger. Weston & Sampson is committed to fostering a culture of belonging where all employees feel valued, respected, and empowered. We actively support IDEA principles across our organization and in our daily work.