- Perform daily administration and maintenance of the CRM platform (Salesforce), including user management, security settings, workflows, validation rules, custom objects, fields, and reports.
- Implement and test new features, enhancements, and integrations with other systems and applications.
- Monitor and optimize the performance, availability, and usability of the CRM platform.
- Develop and maintain documentation and training materials for end users and stakeholders.
- Provide technical support and guidance to users and resolve any issues or queries.
- Collaborate with ERP Administrators, CPQ Developers, and Consultants to share best practices and implement solutions.
- Stay updated on the latest CRM releases, features, and trends.
- Responsible for system data hygiene and upkeep, including cleansing and maintaining data within the CRM system
- CRM and CPQ user support.
- Responsible for lead-to-order and customer service-related system processes and supporting evolution of system utilization for lead-to-order and customer service processes.
- Ad-hoc creation and presentation of sales reports.
- Working alongside and providing support/advice to other company departments.
- Work with and manage external system support partners.
- Provide system expertise for sales systems.
- Coordination of sales-related digital process system revisions.
- Technical analysis of sales network and data.
- Analysis of sales trends, revenues, customer, market and profit data.
- Work alongside business systems development team on digital projects.
- Coordinate and communicate sales system updates.
- Development of sales system training curriculum and coordination of training initiatives for internal/external users.
- Develop methods and strategies for collecting sales-related data.
- Travel, as needed, to support users and maintain systems – up to 25% of the time.
- Perform other duties as assigned, based on workload and business need.
- Bachelor's degree in information technology, engineering or related field, or equivalent combination of education and experience.
- Minimum 2 years' work experience in technical sales support or sales systems administration.
- Previous experience working with representative or distributor sales networks is a plus.
- Ability to develop, document and implement business systems policies and procedures.
- Extensive knowledge of CRM system.
- Knowledge of Microsoft Windows and Office, including Microsoft Access.
- Advanced analytical and problem-solving skills, including ability to think creatively.
- Excellent written and verbal communication skills, including presentation skills.
- Willingness and ability to follow all company policies and procedures.
- Attention to detail.
- Concern for quality, accuracy and safety.
- Ability to stay on task and manage time efficiently to meet deadlines.
- Positive attitude and ability to work well with others, including peers, supervisors, executive management and outside vendors, representatives and visitors when called upon.
- Sufficient manual dexterity to successfully use a computer.
- Ability to sit for extended periods of time, up to 8 hours per day, though possibly more.
- Sometimes required to stand and/or walk, up to 1 hour per day, or make occasional trips from the office area to the manufacturing area.
- Ability to lift up to 25 pounds independently, as needed.
- Ability to wear all required personal protective equipment when in the manufacturing area, including, but not limited to, safety glasses and safety shoes.
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CRM Administrator - Stafford, Texas, United States - Continental Disc Corporation
Description
Continental Disc Corporation, LLC ("CDC") designs and manufactures safety-critical products that protect pressure-containing vessels from catastrophic failure.CDC is headquartered in Liberty, Missouri (outside Kansas City), and has manufacturing operations in Houston, Texas, and Ahmedabad, India with additional sales offices in India, the Netherlands and China.
CDC benefits from being one of the most recognized brands in its industry and a reputation for outstanding quality earned over its more than 55 years of operation.
CDC's customers include blue-chip companies in the chemicals, oil and gas, pharmaceutical, general industrial, aerospace, defense, food and beverage, municipal, and other markets globally.
The CRM Administrator - Sales Operations Business Analyst is part technical project manager, part administrator and part systems analyst.The CRM Administrator - Sales Operations Business Analyst will be responsible for the executing on the day-to-day configuration, support, maintenance and improvement of our CRM platform.
RequirementsEducation and Experience:
Technical / Function Specific:
Behavioral:
Medical, Dental, Vision, FSA and 401K with Match eligible day one.
Employee Assistance Program, Short Term Disability, Long Term Disability, Basic Life, Voluntary Life, Voluntary Accident, Voluntary Hospital Indemnity, Voluntary Cancer Plan, Fitness Room, Safety Shoe Reimbursement, Prescription Eye Glass Allowance, 12 Holidays* (one floating) , Paid time off, Tuition Reimbursement and so much more.
Equal Opportunity Employer
As an Equal Opportunity Employer, CDC does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex orientation, gender identity, pregnancy, familial status, age, disability, veteran or military status, genetic information, or any other basis that would be in violation of any applicable federal, state, or local law.
