CRM Assistant
Job Summary
Are you obsessed with clean data, organized systems, and making a real impact behind the scenes? We're looking for a highly motivated and detail-obsessed CRM Assistant to help us maintain and enhance our customer relationship management (CRM) systems. In this role, you'll be the gatekeeper of data integrity—powering accurate reporting, better customer interactions, and scalable growth.
As a CRM Assistant, you will play a crucial role in ensuring the accuracy, organization, and utilization of our customer relationship management (CRM) system. You will collaborate with various teams, including sales, marketing, and customer service, to support our efforts in maintaining a comprehensive and up-to-date customer database. Your attention to detail and proficiency in software tools will help optimize our CRM processes and contribute to our overall customer-centric approach.
Key Responsibilities
- Enter and maintain accurate customer data within the CRM system, ensuring data integrity and consistency.
- Assist with data cleansing and regular updates to eliminate duplicate records and enhance data quality.
- Collaborate with sales, marketing, and customer service teams to support their CRM-related needs and ensure alignment with overall business goals.
- Generate and distribute standard reports and dashboards to provide insights into customer interactions and trends.
- Provide user support and training to internal teams on CRM tools, features, and best practices.
- Assist in the development of CRM workflows, automation, and integration with other software tools.
- Monitor CRM system health and troubleshoot minor technical issues, escalating complex problems to the appropriate IT personnel if necessary.
- Contribute to the continuous improvement of CRM processes and procedures to enhance efficiency and user experience.
- Stay up-to-date with industry trends and best practices in CRM management and technology.
Qualifications And Experience
- Bachelor's degree in Marketing, Business, Communications, or a related field (or equivalent experience)
- Experience working with a CRM platform (Salesforce, HubSpot, Zoho, or similar)
- Strong attention to detail and organizational skills
- Excellent communication and interpersonal abilities
- Proficiency in Microsoft Excel, Google Sheets, or similar tools
- Analytical mindset with a willingness to learn data and performance metrics
Compensation
The hourly rate range for this position is: $23.00 - $25.00. The final pay for this position will be determined by multiple factors including, but not limited to, location, education, experience, training and skills.
Benefits
- Healthcare Coverage for you and your family covering Medical, Dental & Vision
- Tax Advantage accounts such as Health Savings Account (HSA) & Flexible Spending Accounts (FSA)
- Generous PTO
- Pet Insurance
- Retirement Planning
- ID Theft Insurance
- Life and Disability Insurance
- Commuter Benefits
- Accident & Hospital, Critical Illness Insurance
- Tuition Reimbursement