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CRM Analyst

4 months ago

Charlotte, North Carolina, United States teamworkonline Full time
ABOUT ELEVATE: Elevate is a full-service consulting firm that inspires high-performing organizations to find their limits and push past them. With expertise in brand consulting, sales strategy, data-driven insights, and talent optimization, Elevate gives its clients a competitive edge in the fight for people's precious time and attention. Established in 2018, Elevate set out to help sports teams and leagues spark innovation and drive performance. In the years since, the world of sports has transformed, today standing at the convergence of media, entertainment, and consumer brands, with Elevate supporting some of the world's most ambitious businesses across these sectors. Elevate's proprietary technology, data sources, and software products combined with our thoughtful insights, and people-centric approach give clients a 360-degree view of their customers, underpinning intelligent decision-making on marketing spend, growth strategy, and more. Our team of 200+ employees spans the globe with in 20 locations worldwide. We value recruiting diverse individuals to our team to bring new perspectives to our company and look forward to learning more about you in the recruitment process. To learn more and see what we've been up to, follow Elevate on X, LinkedIn, and Instagram. CRM ANALYST – OVERVIEW: Elevate is looking for an individual to join our revenue strategy team. You will be our day-to-day Salesforce administrator, reporting to the Senior CRM Analyst to effectively manage sales enablement tools serving more than 100 senior-level users. This role will be vital to sales executives as they understand and use Salesforce to close business. You will have direct exposure to leaders from all Elevate solutions, supporting their training and engagement with the system by serving as our first point of contact for all things Salesforce. The Analyst will also directly drive revenue for our Elevate Experiences team by distributing leads and creating campaigns via bulk uploads of opportunities. Our CRM efforts are a vital part of the revenue generation team for Elevate and our clients will be at the heart of all you do. RESPONSIBILITIES:CRM ADMINISTRATION
  • Provide day-to-day support and training for users of Elevate's Salesforce instance
  • Use standard and custom Salesforce objects to collect, maintain, and query data that leads to actionable insights for sales leaders
  • Assist CRM team with pipeline management, helping sales leaders to make data driven decisions from current and future sales opportunities
  • Execute lead scoring program to prioritize leads based on multiple criteria
  • Manage, select, and distribute leads from a variety of lead sources for B2C campaigns
  • Collaborate with CRM team and sales leaders to enhance user processes and data integrity
  • Assist internal teams, such as Marketing, with list development

ADDITIONAL TEAM RESPONSIBILITIES
  • Assist with client CRM engagements, spanning multiple systems (Hubspot, Dynamics, etc.)

QUALIFICATIONS: The qualifications listed below represent the credentials necessary to perform the essential functions of this position. To be successful in this position, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

A. Education and/or Experience
  • Analyst Level: One+ (1+) year of work experience in a CRM role is preferred.
  • Relevant Salesforce certifications a plus
  • Sports industry experience a plus
B. Knowledge/Skills/Abilities
  • Familiarity with Salesforce or other CRM systems (Hubspot, Dynamics, etc.), including workflows and customizations
  • Familiarity with basic database concepts and the relationships between accounts, contacts, opportunities, and products
  • Proficient in Microsoft and Google suites
  • Experience using a data visualization tool such as Tableau or PowerBI to tell stories with the data
  • Self-starter with a positive, "no-quit" attitude
  • People-oriented. Ability to collaborate and influence diverse teams. Strong communication skills that can tell the story of the data.
  • Ability to manage multiple projects and deadlines in a fast-paced environment
  • Creative, analytical thinker with strong attention to detail
  • Understands the importance of preserving confidentiality

POSITION AND BENEFITS DETAILS:
  • Full-Time
  • Medical, Dental, Vision, Life, Short-Term & Long-Term Disability Insurance + FSA, HSA, and more
  • 401k Employer Match after meeting eligibility requirements
  • 14 Paid Holidays
  • Unlimited PTO
  • Paid Parental Leave

WORKING CONDITIONS

  1. Travel Requirements
    • Travel will not be frequent but may be required on occasion.
  2. Physical Demands
    • Extensive work in front of a screen
    • This position requires sitting for extended periods while using a computer and/or phone.
  3. Work Environment
    • This position is preferred to be at our office in Charlotte, NC, however also open to remote work
This position is open to all qualified candidates. If you need assistance or an accommodation due to a disability in connection with the application process, you may contact us at .

We are proud to be an equal opportunity/veterans/disabled/ LGBT employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit and business need, without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status, genetic information, or any other characteristic protected by applicable law.