CRM/systems Specialist

2 weeks ago

Chicago, United States Phius Full time

Phius is a 501(c)3 organization committed to making high-performance passive buildings mainstream. Passive buildings use 40-60 percent less energy than conventional buildings, and provide superb comfort, health, indoor air quality, and affordability

Phius serves multiple constituencies including architects, builders, engineers, developers and construction project teams. Phius offers training programs and certification for professionals, it certifies projects to the Phius building energy standard, and conducts research.

We’re seeking a detail-oriented and technically skilled CRM Specialist to join our team.

**Responsibilities**
- Understanding the Phius core operations and processes: Training, professional certification, continuing education, building certification, membership, community building, and research.
- Helping each functional team optimize productivity, and helping improve their constituents’ experience through CRM administration and organization
- Maintaining and troubleshooting when necessary, interface between the CRM and the user portal used by Phius Alliance members, certified professionals, and project submitters.
- Providing system administration support, especially related to user permissions, custom objects, and workflows.
- Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes to align with the organization’s growing needs.
- Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
- Analyzing data to provide insights into the operation, effectiveness, and productivity of each team.
- Assisting in identifying and resolving data anomalies and errors; maintaining a high level of data integrity.
- Supporting the team in daily troubleshooting, bug fixing, and end-user support.

**Requirements and skills**
- Bachelor’s Degree with a solid analytical and technical background.
- 2+ years of CRM Administration experience, e.g., ideally Zoho
- Proven ability to administer and configure CRM systems, including custom modules, workflows, validation rules, and permissions.
- Familiarity with automating business processes, report and dashboard creation, data structure, and data analysis.
- Strong communication, organization and collaboration skills.

**Ideal qualifications**
- Experience with LMS systems
- Experience with network administration
- Experience with Adobe React
- Self starter with desire to work in a fast-paced environment with opportunity to expand your role
- Interest in/familiarity with the architecture, engineering or construction industry
- Passion for sustainability and the environment

**Responsibilities**

Understanding the Phius core operations and processes: Training, professional certification, continuing education, building certification, membership, community building, and research.

Helping each functional team optimize productivity, and helping improve their constituents’ experience through CRM administration and organization

Maintaining and troubleshooting when necessary, interface between the CRM and the user portal used by Phius Alliance members, certified professionals, and project submitters.

Providing system administration support, especially related to user permissions, custom objects, and workflows.

Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes to align with the organization’s growing needs.

Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards.

Analyzing data to provide insights into the operation, effectiveness, and productivity of each team.

Assisting in identifying and resolving data anomalies and errors; maintaining a high level of data integrity.

Supporting the team in daily troubleshooting, bug fixing, and end-user support.

**Requirements and skills**

Bachelor’s Degree with a solid analytical and technical background.

2+ years of CRM Administration experience, e.g., ideally Zoho

Proven ability to administer and configure CRM systems, including custom modules, workflows, validation rules, and permissions.

Familiarity with automating business processes, report and dashboard creation, data structure, and data analysis.

Strong communication, organization and collaboration skills.

**Ideal qualifications**

Experience with LMS systems

Experience with network administration

Experience with Adobe React

Self starter with desire to work in a fast-paced environment with opportunity to expand your role

Interest in/familiarity with the architecture, engineering or construction industryPassion for sustainability and the environment

**Job Types**: Full-time, Permanent

Pay: $62,000.00 - $70,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Vision insurance

Compensation package:

- Bonus opportunities

Experience level:

- 2 years

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