- 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.
-
Senior CRM Specialist
3 days ago
Ekman Associates, Inc. Irvine, United StatesJob Description Title: 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 ...
-
Senior CRM Specialist
3 weeks ago
Ekman Associates, Inc Irvine, CA, United StatesJob Description · Title: Senior 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 ...
-
CRM Marketing Specialist II
6 days 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, execu ...
-
CRM Marketing Specialist II
1 week 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, execution ...
-
CRM Marketing Specialist II
5 days 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 II
1 week ago
iHerb Irvine, United StatesJob Description · Job DescriptionJob 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 ...
-
Data Collection Support Specialist
4 days ago
Wilshire Finance Partners Irvine, United States**Benefits**: · - Competitive salary · - Flexible schedule · - Opportunity for advancement · **Data Collection Support Specialist** · Wilshire Finance Partners, a real estate finance and investment company based in Irvine, California, seeks a motivated and detail-oriented individ ...
-
Leasing Specialist
5 days ago
Month2Month Irvine, United States**About the job** · The Leasing Specialist (Sales Specialist) will be a critical part of Month2Month's Tenant Sales department located in Irvine, California, focusing primarily on converting leads into successful leases for our single-family homes. As we specialize in medium-term ...
-
Leasing Specialist
2 weeks ago
Month2Month Irvine, United States**About the job** · The Leasing Specialist (Sales Specialist) will be a critical part of Month2Month's Tenant Sales department located in Irvine, California, focusing primarily on converting leads into successful leases for our single-family homes. As we specialize in medium-term ...
-
Phone Sales
2 weeks ago
Debt Solutions Irvine, United StatesDebt Specialist/Closer · Are you a persuasive communicator with a passion for sales? We are seeking a Top Closer to join our team and help us expand our market reach. As a Debt Specialist, you will be responsible to Handle 40-60 Hot Inbound Calls a day, converting those into 2+ e ...
-
Digital Marketing Specialist
1 week ago
MoneyMend Inc. Irvine, United States**Job Overview**: · **Key Responsibilities**: · - Market research to identify market trends and competitor analysis · - Collaborate with other team members to brainstorm branding, graphic designs, etc. · - Investigating into advertising channels and effective marketing · - Implem ...
-
Digital Marketing Specialist
1 week ago
MoneyMend Inc. Irvine, United States**Job Overview**: · **Key Responsibilities**: · - Market research to identify market trends and competitor analysis · - Collaborate with other team members to brainstorm branding, graphic designs, etc. · - Investigating into advertising channels and effective marketing · - Implem ...
-
Partner Support Specialist
2 weeks ago
ConsumerDirect, Inc. Irvine, United States**Position**:Partner Support Specialist · **About ConsumerDirect**: · **Position Overview**: · **Job Requirements**: · - Coordinate Partner on-boarding processes. · - Creating unique weblinks for each new partner onboard. · - Schedule initial virtual training call and prepare all ...
-
Client Services Specialist
5 days ago
Century Business Solutions Irvine, United StatesIn our **Client Services Specialist** role, you will provide support to customers by doing virtual demonstrations, installations, and troubleshooting of our software products.** Training is provided; however, good written, verbal communication skills and general computer skills a ...
-
Receptionist & Data Specialist
5 days ago
Alzheimer's Orange County Irvine, United States**Position Title: Receptionist & Data Specialist** · **Division**:Memory Support Services / Administration · **Reports to**:VP of Memory Support Services (MSS) / Director of Special Projects · **Status**:Non-Exempt; Full-Time (40 hours/week) · **Pay Range**: $18/hour - $20/hour D ...
-
HR Onboarding Specialist
1 week ago
Tranzeal Inc Irvine, United States**Job Title: Onboarding Specialist** · **Location: Irvine, CA** · **Duration: 6 + months** · **No. of positions: 2** · **Pay Rate: $20.15/hr** · **ESSENTIAL DUTIES AND RESPONSIBILITIES** · - The following duties and responsibilities generally reflect the expectations of this posi ...
-
Customer Service Representative/logistics
6 days ago
Cargo Express Freight Irvine, United StatesCargo Express Freight is a family owned Trucking company looking for the best new fit for out team. Join an industry where you will learn hands on skills that will propel your career for the rest of your life. · The best CSRs are genuinely excited to help customers. They're patie ...
-
Edwards Lifesciences Irvine, United StatesThis is an exciting opportunity to be a contributor within a high functioning digital and brand marketing team tasked with communicating the value transcatheter heart valves by Edwards Lifesciences that help improve the lives of aortic stenosis patients. · The Transcatheter Heart ...
-
Online Reputation Specialist
1 week ago
Taxrise Irvine, United States**INTRO TO TAXRISE**: · At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. · When you join us, you're not just becom ...
-
Tax Resolution Sales Specialist
2 weeks ago
Fresh Tax Solutions Santa Ana, United States**Join Our Team as a Tax Resolution Sales Specialist** · **About Us**: · At Fresh Tax, we're not just a tax resolution firm - we're a dynamic team committed to excellence and integrity. Recognized as a finalist for the Better Business Bureau and named a Top Workplace in Orange Co ...
Senior CRM Specialist - Irvine, United States - Ekman Associates
Description
Job DescriptionTitle: Senior CRM Specialist
Location: Hybrid / Onsite in Orange County, CA
Ekman Associates, Inc. is 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:
o Manage compliance and regulations.
o Identify inefficiencies and gaps.
o Plan for improvements.