CRM Systems Specialist

About the Role

Own and manage the organization's CRM platform, serving as the primary administrator responsible for workflow configuration, process automation, system optimization, and user adoption. This role ensures the CRM effectively supports business objectives, drives operational efficiency, and enables consistent execution across teams. In addition to CRM leadership, the role oversees other core operational systems, including property management and work order management platforms, ensuring seamless integration, effective utilization, and alignment with organizational goals. Acting as a bridge between systems and operations, the role supports users, enhances processes, and identifies opportunities to improve system performance and business outcomes.

Key Responsibilities

• Each system analyst owns and manages the internal operational systems they are assigned
• Serve as primary liaison with vendors and manage system relationships
• Continuously evaluate system capabilities, updates, and enhancements
• Collect, analyze, and interpret data to identify trends, risks, and opportunities
• Translate data insights into actionable recommendations to improve business operations (e.g., identifying missed revenue opportunities, data governance, compliance, etc.)
• Partner with leadership to define system strategy, priorities, and roadmap
• Support system users through training, documentation, and troubleshooting
• Lead or support system change management, integrations, and/or enhancements
• Monitor system adoption, data quality, and performance metrics
• Collaborate cross-functionally to align tools with business needs
• Communicate system updates, outages, and changes to stakeholders
• Take ownership of identifying and driving revenue recovery and cost-saving opportunities through system data and process improvements
• Utilize strong problem-solving skills to identify root causes and implement scalable, long-term solutions across systems and operations

Qualifications

• Strong technical aptitude and systems-thinking mindset
• Advanced Excel skills required; SQL or similar tools preferred
• Ability to analyze data and translate it into business insights
• Strong organizational and project management skills
• Excellent communication and stakeholder management skills
• Self-starter capable of operating independently
• Experience training and supporting end users
• High attention to detail and problem-solving ability

Education and Experience

• 3+ years of experience in systems, operations, analytics, or similar roles
• Experience with CRM or property management platforms (highly preferred)

Compensation

$65,000 - $75,000 + 10% annual bonus opportunity

Benefits

• Competitive salary
• Comprehensive health benefits
• Life, long and short-term disability insurance
• 401(k) with company match