- Experience in the Medical Device industry - Mandatory.
- Sales Cloud expertise.
- Experience implementing CRM tools; Salesforce, MS Dynamics 365, Oracle, NetSuite, etc.
- Prior experience in conducting CRM Assessments.
- Manage a CRM assessment to provide a detailed and comprehensive evaluation of the current CRM application's health, quality, and performance, develop business requirements that align with the business objectives, and conduct CRM software evaluations.
- Responsible for conducting an assessment. Performing a CRM assessment involves assessing the company's current CRM software, compare its feature set to the organization's needs to identify potential data gaps and inefficiencies, and conduct a CRM software selection process.
- Responsible for requirement gathering, documentation, interviewing stakeholders, etc.
- Develop a roadmap / the best path forward for the organization based on these assessment.
- Bachelor's degree in Business, Marketing, Information Technology, or a related field.
- Proven experience in CRM Assessments, Software Evaluation and Implementations.
- Proficiency in CRM software (e.g., Salesforce, NetSuite, HubSpot, Zoho CRM, etc).
- Ability to conduct requirement gathering, create documentation, and interview stakeholders, etc.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Detail-oriented with a commitment to data accuracy.
-
CRM Marketing Specialist II
4 weeks ago
iHerb Inc. Irvine, United StatesJob Summary: · The role of the CRM Marketing Specialist II is to plan, develop, and execute email marketing campaigns for iHerb's domestic and international markets. This position will collaborate with in-house creative teams, translators, and IT to guide the development, execut ...
-
CRM Marketing Specialist
7 hours ago
Experian, plc Costa Mesa, United StatesExperian Consumer Services (ECS) is seeking a CRM Marketing Specialist who will support the CRM Strategy team in developing and executing strategic initiatives dedicated to engaging, retaining, and building loyalty with our customers. The CRM Special Marketing Specialist, Marketi ...
-
CRM Marketing Specialist
7 hours ago
Experian Costa Mesa, United StatesCompany DescriptionWe are thrilled to share that FORTUNE has named Experian one of the 100 Best Companies to Work For. In addition, for the last five years we've been name in the top 100 "World's Most Innovative Companies" by Forbes Magazine.This position will be supporting the E ...
-
CRM Support Specialist
2 weeks ago
Second Harvest Food Bank of Orange County Irvine, United States**CRM Support Specialist** · **Position Description** · Location: Irvine, CA · Department: Development · Reports to: Data Support Manager · Status: Full-Time (40 hours), Non-Exempt, Hourly (On-Site); $ $27.42/hour (DOE) · Benefits: We offer excellent Benefit Plans including incre ...
-
CRM Marketing Specialist
3 days ago
Experian Costa Mesa, United States**Company Description** · We are thrilled to share that **FORTUNE has named Experian one of the 100 Best Companies to Work For**. In addition, for the last five years we've been name in the top **100 "World's Most Innovative Companies" by Forbes Magazine**. · This position will b ...
-
Onboarding Specialist
4 weeks ago
TalentBurst Irvine, United StatesJob Title: Onboarding Specialist · Location: Irvine, CA · Duration: 6 Months · Answer questions via phone, e-mail, or ServiceNow (CRM) platform; while staying in accordance with established department response times. Preform follow-up's as necessary · Document phone calls using ...
-
Adtran Sales Specialist
1 week ago
Watson Recruitment Irvine, United StatesAdtran Sales Specialist · Job Outline · You will be a Sales and Business Development Specialist for Zurich Technology Solutions working from our office in Irvine, California, or your remote home-office. You will report directly to the Vice President of Sales. This is a full-time ...
-
Regional Account Executive
4 weeks ago
PHASE Scientific Americas Irvine, United StatesJob Overview: · The Regional Account Executive – Medical Testing Solutions is a pivotal position responsible for driving the sales and adoption of HPV testing products in primary care settings within major urban areas. This role requires a deep understanding of STD/STI diagnosti ...
-
Senior Proposal Specialist
3 weeks ago
Gannett Fleming Irvine, United StatesWhat You Will Do · The Senior Proposal Specialist manages proposals and presentations, provides capture support, and may assist with client management support. The position supports one or more regional business lines or a global business line. This position can be located anyw ...
-
Contract Creative Operations Specialist
2 weeks ago
24 Seven Talent Irvine, United StatesOur client is looking for a Creative Operations Specialists to join their team in a contract role to focus on the rewards program/loyalty/crm and ecommerce/digital portions of the business · 6+ month contract · 36-40 hours per week · Hybrid in Irvine – 1-3 days a week · $35/hour ...
-
Video Marketing Specialist
3 days ago
EBizCharge Irvine, United StatesHeadquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully int ...
-
Director, Product Growth
3 days ago
FILD Search, LLC Irvine, United StatesAre you a Director, Product Growth with a strong Direct-to-Consumer or Marketplace solutions background seeking a new opportunity with a premier TeleHealth Startup? Are you a Director, Product Growth who has a proven background in driving consumer acquisition and retention, along ...
-
Private Wealth Analyst
3 days ago
DJM Financial | Northwestern Mutual Private Client Group Irvine, United StatesDJM Financial is a premier wealth management firm in Orange County with a mission to serve clients as their partner in life's planning. We value integrity, respect, collaboration, excellence, trust, and fun and enjoy the journey of creating the special firm that is DJM Financial. ...
-
Operations Associate
3 weeks ago
Prestige Staffing, Inc. Irvine, United StatesOperations Associate- 100% in office. · The firm is a leading oil and gas mineral rights acquisition and non-operated working interest enterprise focused on identifying untapped value on the behalf of land owners throughout the United States. Established in 2019, we are headquar ...
-
Executive Sales Representative
2 weeks ago
Willow Laboratories Irvine, United StatesJob Summary: · Willow is a health and wellness innovator harnessing the power of artificial intelligence and clinical evidence to drive meaningful change in healthcare. We are using cutting-edge technology, data, and a highly engaging user experience to revolutionize chronic dise ...
-
Tetra Tech Irvine, United StatesDiscover your full potential. At Tetra Tech, we are collaborating with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenges. Our innovation hubs a ...
-
Tetra Tech Irvine, United States Full timeDiscover your full potential. At Tetra Tech, we are collaborating with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenges. Our innovation hubs a ...
-
Real Estate Investment Sales Specialist
2 weeks ago
Big Block Premier Realty Irvine, United StatesJob Description · Job DescriptionWe are a high-performance real estate team on the lookout for a full-time real estate acquisitions specialist. You'll hunt, prepare, and close deals, and ensure each transaction is smooth and successful. This position is instrumental in the growth ...
-
Real Estate Acquisitions Manager
2 weeks ago
Big Block Premier Realty Irvine, United StatesJob Description · Job DescriptionAre you a motivated and results-oriented multi-tasker with a successful track record of exceeding your goals? We currently have a full-time opportunity for an organized and personable real estate acquisitions specialist looking to develop their ca ...
-
Retention Specialist
1 week ago
Better Debt Solutions Irvine, United StatesAt Better Debt Solutions, our mission is to nurture a culture of compassion and empowerment. It is rooted in empathy and driven by tailored strategies, transparent practices, and exceeding expectations. By focusing on helping individuals thrive, we unite our team and clients in a ...
Senior CRM Specialist - Irvine, United States - Ekman Associates, Inc.
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Job DescriptionTitle: Senior Project Manager - CRM Specialist
Location: Hybrid / Onsite in Orange County, CA
Ekman Associates, Inc. is a management consulting firm that specializes in developing business, digital, and technology strategy, delivering solutions, and addressing human resource demands.
Summary:
This role will be responsible for conducting a CRM assessment in order to formulate and implement the best type of CRM strategies and product that are in alignment with the company's business objectives. The assessment must include a review of the three types of CRM: Collaborative, Operational and Analytical. This role requires good communication skills, must also be a strategic thinker and have a keen interest in data analysis.
Key Skills:
Responsibilities:
o Manage compliance and regulations.
o Identify inefficiencies and gaps.
o Plan for improvements.
Qualifications: