Jobs · Engineering · Texas

Principal Revenue Systems Architect

Air Distribution Technologies, Inc. · Plano, TX · Yesterday
HybridEngineeringFull-time

What You’ll Do

  • Lead end-to-end CRM lifecycle projects: from requirements gathering and documentation through configuration, testing, go-live, and user training.
  • Evaluate and implement integrated sales applications (e.g., quoting tools, data enrichment, reporting layers) based on business needs.
  • Maintain a structured CRM feedback loop to prioritize enhancement requests and system improvements.
  • Serve as the connective link between business process owners across Sales, Marketing, Finance, and IT, translating competing priorities into one coherent system and process.
  • Facilitate alignment across departments when process or system changes affect multiple functions, ensuring no single team’s workaround breaks another team’s workflow.
  • Translate business needs into clear sales workflows and CRM functionality, covering stages such as lead intake, opportunity management, quoting, and deal closure.
  • Ensure CRM supports external partner and rep-based sales structures, including accounting assignments, lead routing, and deal registrations.
  • Continuously audit and improve sales process implementation to ensure alignment with evolving business models.
  • Design and deliver sales reports and dashboards to track key sales metrics and performance indicators.
  • Support data-driven sales planning by surfacing actionable insights and ensuring CRM data is structured to support analytics.
  • Maintain CRM data quality standards, ensure clean, accurate, and reliable sales data.
  • Implement secure CRM configurations in compliance with internal policies and external regulations.

What We Look For

  • 8 years of hands-on experience in Digital Transformation and daily systems management, including proven experience implementing or managing at least two CRM or similar system rollouts from start to finish – requirements, configuration, data migration, testing, training, and post-launch support – ideally building structure from the ground up.
  • Deep expertise with ERP, CRM, or similar systems, including configuration, customization, workflow design, and implementation best practices (e.g., validation rules, user adoption strategies).
  • Experience designing systems for rep-based field sales, partner/channel models, and warehouse/distribution ecosystems, with familiarity in integrating ERP data, external industry sources, and data imports; demonstrated ability to work with salespeople to gain buy-in and drive adoption.
  • Strong understanding of sales journeys, buyer behaviors, funnels, KPIs, sales motions, and lead routing from systems like PRM; experience tracking deal progress signals like discount requests.
  • Demonstrated experience in reporting, dashboarding, and BI tools.
  • Bachelor’s degree in computer information systems, Business, or related field. ERP experience preferred (e.g., with data imports relevant to manufacturing/distribution).
  • Experience in manufacturing or industrial distribution environments strongly preferred, especially handling multi-brand data and competitive scenarios.
  • SugarCRM certifications (Admin, Advanced Admin) are highly desirable, project management certification a plus.
  • Ability to travel 15%.

Core Competencies

  • Deep, hands-on experience integrating systems, people, and process, with a strong appetite for system administration and a focus on scalable, user-friendly systems.
  • Process-driven and logical thinker, with strong business analysis and influencing skills to drive cross-functional buy-in, collaboration, and adoption.
  • Data-sensitive, with the ability to prioritize business impact (e.g., every dollar counts) amid complex data collection and deal tracking; comfortable restructuring messy legacy setups.
  • Excellent documentation, training development/enablement, changing management and communication skills to translate needs into capabilities.
  • Passion for clean data, structured processes, and awareness of CRM rollout best practices/pitfalls, including establishing SOPs and working directly with sales teams for alignment.

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