CRM Coordinator
Founded in 1975, the organization is an employee-owned engineering and professional services firm focused on delivering impactful solutions across various industries. It addresses complex challenges by providing integrated engineering and consulting services in areas including data centers, healthcare, science and technology, high-rise buildings, clean energy, education, structural and building sciences, infrastructure asset management, and advanced robotics. The organization combines technical expertise with business development, human resources, finance, IT, and marketing professionals to support its mission.
About the Opportunity
The CRM Coordinator supports the firmwide marketing team by maintaining and enhancing the organization's CRM system, specifically Deltek Vantagepoint. This role ensures data quality, provides user support and training, and drives projects to improve CRM processes and adoption, thereby enabling effective relationship management and informed decision-making.
Responsibilities
- Maintain CRM data quality through audits, cleanup, and governance.
- Manage CRM projects from planning to completion.
- Independently investigate and resolve data and system issues.
- Provide daily CRM support, troubleshooting, and user guidance.
- Develop and deliver training, documentation, and best practices.
- Support data imports, exports, migrations, and reporting.
- Collaborate with marketing, business development, and operations to enhance CRM processes.
- Identify and implement workflow improvements and automation.
Requirements
- Bachelor's degree or equivalent experience.
- 2-5 years supporting a CRM platform such as Deltek Vantagepoint, Salesforce, HubSpot, or Microsoft Dynamics.
- Ability to manage projects independently and prioritize in a fast-paced environment.
- Strong problem-solving skills and ability to work with minimal direction.
- Excellent communication skills and experience supporting and training end users.
- Attention to detail and analytical abilities.
- Proficiency in Microsoft Excel; experience with Power BI or reporting tools is a plus.
- Experience in the AEC industry and with Deltek Vantagepoint preferred but not required.
Pay
The base salary range is $24.00 to $26.00 per hour. Individual pay is determined by work location, skills, experience, and relevant education or training.
Benefits
- Medical, dental, and vision insurance.
- Basic life insurance.
- 401(k) retirement plan.
- Ability to purchase company stock at a discount.
- Paid time off including 10 holidays, PTO plans for U.S. and Canada.
- Paid leave programs for military service and new parents.
- Potential eligibility for merit increases, discretionary bonuses, and stock.