CRM and Business Data Manager

3 months ago

Tampa, United States Savills North America Full time

About Savills:

Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.


Find your place to thrive.


No matter the role you’re in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:


Be extraordinary, together.


Savills is seeking a CRM and Business Data Manager to lead our Global Occupier Services (GOS) team in harnessing the full potential of our CRM system. This role involves managing our global CRM, analyzing client and prospect data to drive business development strategies, and ensuring effective governance and usage of our data assets. The ideal candidate will be pivotal in promoting data-driven decision-making and enhancing client engagement across our global operations. This is a hands-on role, requiring support in data entry as well as managing the process and approval for record addition and subtraction.


Key Responsibilities:

Data Management and Integrity:

  • Oversee the integration and upkeep of client and pursuit data within the CRM to ensure accuracy and completeness.
  • Develop and enforce governance models that align with global standards and business requirements.
  • Collaborate with stakeholders across the company to standardize data management practices and enhance operational efficiency.
  • Identify and manage third-party resources as needed for maximum CRM utility.

CRM Strategy and Support:

  • Act as the go-to expert for CRM functionality, providing support and training to team members.
  • Work closely with IT and other technical teams to enhance CRM capabilities and interface functionalities.
  • Regularly update and maintain KPIs, ensuring they reflect current business objectives and market conditions.

Marketing and Campaign Support:

  • Consider data collection to support marketing campaign development, targeting, and success metrics as a near-future function of CRM development and implementation.Work with development team to integrate functionality into ongoing tool priorities.
  • Once in place, liaise with and support marketing teams to leverage CRM for campaign development, implementation, and reporting.
  • Employ past experience to collaborate on personalized marketing and client retention strategies using CRM data.

Reporting and Analytics:

  • Lead the development of standard reporting protocols and customize CRM dashboards to track client interactions, service delivery, and business growth.
  • Generate actionable insights from CRM data to support strategic planning and improve client satisfaction and inform related marketing strategies.


Experience Required:

  • 5+ years of experience in CRM management, data analysis, and support within the commercial real estate or professional services sectors.
  • Demonstrable experience in CRM development, data management, user training, and implementation focused on business operations and business development tracking.
  • Experience with CRM systems such as Salesforce or Microsoft Dynamics, especially in a multi-regional context.


Key Skills and Competencies:

  • Expertise in CRM systems and data management.
  • Strong project management skills with a focus on developing trackable and efficient workflows.
  • Excellent analytical and problem-solving skills.
  • Ability to work collaboratively with diverse teams across multiple regions.
  • Strong communication skills, both verbal and written.
  • Proactive and capable of working independently in a dynamic, fast-paced environment.


Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.

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