Senior CRM Specialist

4 weeks ago

Irvine, United States Ekman Associates, Inc. Full time
Job Description

Title: Senior Project Manager - CRM Specialist
Location: Hybrid / Onsite in Orange County, CA

Ekman Associates, Inc. is a management consulting firm that specializes in developing business, digital, and technology strategy, delivering solutions, and addressing human resource demands.

Summary:
This role will be responsible for conducting a CRM assessment in order to formulate and implement the best type of CRM strategies and product that are in alignment with the company's business objectives. The assessment must include a review of the three types of CRM: Collaborative, Operational and Analytical. This role requires good communication skills, must also be a strategic thinker and have a keen interest in data analysis.

Key Skills:

  • Experience in the Medical Device industry - Mandatory.
  • Sales Cloud expertise.
  • Experience implementing CRM tools; Salesforce, MS Dynamics 365, Oracle, NetSuite, etc.
  • Prior experience in conducting CRM Assessments.

Responsibilities:
  • Manage a CRM assessment to provide a detailed and comprehensive evaluation of the current CRM application's health, quality, and performance, develop business requirements that align with the business objectives, and conduct CRM software evaluations.
  • Responsible for conducting an assessment. Performing a CRM assessment involves assessing the company's current CRM software, compare its feature set to the organization's needs to identify potential data gaps and inefficiencies, and conduct a CRM software selection process.
o Assess current CRM program effectiveness.
o Manage compliance and regulations.
o Identify inefficiencies and gaps.
o Plan for improvements.
  • Responsible for requirement gathering, documentation, interviewing stakeholders, etc.
  • Develop a roadmap / the best path forward for the organization based on these assessment.

Qualifications:
  • Bachelor's degree in Business, Marketing, Information Technology, or a related field.
  • Proven experience in CRM Assessments, Software Evaluation and Implementations.
  • Proficiency in CRM software (e.g., Salesforce, NetSuite, HubSpot, Zoho CRM, etc).
  • Ability to conduct requirement gathering, create documentation, and interview stakeholders, etc.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities.
  • Detail-oriented with a commitment to data accuracy.
Qualified Candidates Only: If you wish to learn more about this opportunity and additional qualifications/responsibilities, please submit your resume. To learn more about Ekman Associates, Inc. please visit our website at . Senior CRM Specialist

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