About the Company and Opportunity:

• Hybrid Opportunity
• Fantastic company culture with strong leadership
• Full package benefits day one
• Great work life balance

Duties & Responsibilities:

• Administration and maintenance of the CRM software, serving as a product champion.
• Acting as the primary contact point for the CRM, including user support and interaction with the CRM vendor.
• Overseeing data quality initiatives and onboarding new users to the CRM.
• Developing and maintaining CRM training materials.
• Collaborating on strategic initiatives to enhance CRM utilization and process efficiencies.
• Working on potential integrations with other firm systems and troubleshooting integration issues.
• Coordinating with the IT department on internal CRM issues.
• Building reports in the CRM and providing analytics on CRM usage.
• Leading CRM training for the marketing department and overseeing email marketing software.
• Responsible for email campaign analytics and proposing A/B testing when appropriate.
• Collaborating with the digital marketing team on other assigned tasks.

Education & Experience:

• Bachelor’s degree with 2 to 7 years of experience in a professional services environment.
• 1 to 5 years of experience working with a CRM, preferably Microsoft Dynamics.
• Experience with email marketing campaign software
• Experience in developing and delivering CRM training.
• Strong Excel skills, including pivot tables.
• Excellent verbal and written communication skills.
• Attention to detail and organizational skills.
• Strong work ethic and commitment to customer service.

Ability to work effectively in a fast-paced environment.

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