Database Specialist

4 weeks ago

Tampa, United States BST Global Full time

Summary of Duties & Responsibilities:

BST Global’s Database Specialist serves a vital function in the organization, acting as a direct resource to both the Marketing and Sales departments. This role helps ensure that the BST Global CRM system is a single source of truth for the entire organization. The Database Specialist maximizes the efficiency of the CRM, the data inside it, and how BST Global uses the software to improve client care. This role acts as the liaison between employees and the CRM software, ensuring that the investment in this complex platform is fully realized. Additionally, this role utilizes all available digital technology (i.e., Microsoft Dynamics, ZoomInfo, and LinkedIn) to ensure our CRM is accurate and provides clean lists for marketing automation efforts, which take place in HubSpot and Demandbase.

Essential Functions:

  • Utilize LinkedIn, ZoomInfo, firm websites, government sites for business licenses, etc., to research accounts and add missing or update inaccurate information in CRM (Microsoft Dynamics).
  • Develop reports and analysis for Marketing Operations.
  • Research mergers and acquisitions from association partners’ reports and update CRM accordingly; this includes adding tasks (activities) for the acquisition or merger, deactivating accounts and/or contacts, merging accounts, adding contacts, updating the entire account when necessary, and beyond.
  • Add campaign responses and leads from BST Global inquiries, change relationship type to “Lead,” and add a “Status Update” when changing the relationship type.
  • Assist with the organization’s conference/webinar spreadsheets by confirming that accounts and contacts are in CRM and the data is current.
  • Support the Marketing department by adding or deactivating accounts and contacts in both the CRM and HubSpot.
  • Support the Marketing department by pulling lists as needed for marketing campaigns.
  • Keep Demandbase/HubSpot lists current; recommend changes/updates as needed.
  • Support the Solutions Admin and Support teams when needed by adding or deactivating accounts and contacts.
  • Support the Marketing department by testing, proofing, or reviewing items as needed.
  • Create and maintain CRM instructions and glossary documentation.
  • Continue to train Sales and Client Management departments on CRM/account research best practices.
  • Perform other related duties as directed.

Skills & Competencies:

  • Excellent interpersonal skills with the ability to work well with others and people of varying technical skills.
  • Strong research and analytical skills.
  • Excellent communication skills.
  • Strong organization skills and the ability to prioritize multiple assignments.
  • Strong time management skills and ability to reprioritize constantly.
  • Excellent problem-solving skills and scheduling abilities.

Education or Prior Work Experience:

  • Bachelor’s degree preferred but not required
  • 3+ years’ experience working within Microsoft Dynamics is required
  • Bonus if you have:
  • HubSpot experience
  • ZoomInfo experience
  • Demandbase experience)


Reports to:

Marketing Operations Manager


Number Supervised

0


Travel

0%


Classification

Exempt


Work Environment

This is a hybrid role. This job operates in a professional office environment on Tuesdays, Wednesdays and Thursdays each week. This role routinely uses standard office equipment such as desktop and laptop computers, phones, etc. On Mondays and Fridays, the Global Marketing team typically works remotely.


Physical Demands

While performing the duties of this job, the employee is regularly required to engage in conversations over the phone, person-to-person and via email. The employee will frequently sit, stand, walk, and operate a computer and/or other standard office equipment.

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