CRM Data Associate

PRIMARY DUTIES & RESPONSIBILITIES

• Create spreadsheets, reports, sequences, and dashboard visuals to track important customer information and orders. Run daily, weekly, monthly, and quarterly reports in CRMs and assist other team members as required.
• Utilize Tools (Burbio/grants/state initiatives) to project sales opportunities and resources for funding opportunities.
• Design data systems (daily, weekly, and monthly reports) to track longitudinal and predict future trends.
• Generate comparison data between identified time periods.

KNOWLEDGE, SKILLS & ABILITIES REQUIRED

• Associate’s degree, or equivalent college courses, preferred.
• Proficiency with Microsoft Office suite and Google suite.
• Experience with report configurations in Excel (pivot tables and visuals).
• Experience in writing technical code.
• Excellent verbal and written communication skills.
• Able to work in an open suite, highly collaborative environment.
• Fast and accurate data entry skills.
• Strong organizational, time management, and technical skills.
• Able to prioritize tasks and keep up with multiple projects simultaneously.
• Able to work closely with the Chief/Manager in order to take initiative and work independently.
• High accountability for performance; receives and applies performance feedback.
• Experience with Salesforce, DocuSign, and HubSpot preferred.
• Able to work individually and independently, and as a team member.
• Able to remain engaged in and on task at work despite interruptions.
• Show initiative, avoid confusion, and maintain prompt attention and management of email communication and associated actions.
• Work is characteristically accurate, error-free, and demonstrates attention to detail.
• Consistently contribute to a high-functioning, highly collaborative department culture, as well as have the disposition and composure to support and learn from others.
• Disposition is consistently professional, cooperative, and collegial as evidenced by workplace maturity, composure, perspective, transparency, reliability, integrity, and trustworthiness.
• Regular, reliable, and prompt attendance.
• Respect and value diversity; represent CRS positively and professionally with clients, vendors, and the community at large in both real and virtual interactions.
• Caring for and commitment to the vision, mission, and welfare of CRS.
• Flexible and able to adapt to an environment that is sometimes rapidly changing.
• Strong work ethic and ability to complete tasks responsibly and accurately.

PHYSICAL REQUIREMENTS

• Able to use a computer or phone for up to 8 hours per day with breaks and lunch.
• Able to lift up to 30 pounds.
• Must be able to show proof of COVID-19 primary vaccinations or submit a medical or religious exemption.
• Must be able to work in an open-suite environment at an assigned location, in the office, 40 hours a week.

WORK HOURS

8:00 A.M. – 4:30 P.M. Monday – Friday in the Turners Falls, Massachusetts office. Rare, but occasional weekend work may be required to support projects or events.