Senior CRM Specialist

2 weeks ago

Irvine, United States Ekman Associates, Inc Full time

Job Description

Title: Senior 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 www.ekmanassociates.com .

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