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CRM Coordinator

3 months ago

Dallas, United States Woodbridge Home Solutions Full time

Overview:

Are you a detail-oriented individual with a knack for organization and a passion for customer relationship management? We are seeking a dynamic CRM Coordinator & Administrative Assistant to join our team. In this role, you will play a crucial part in maintaining and optimizing our CRM system across all retail locations, ensuring seamless operations and superior customer experiences.


Key Responsibilities:

  • Maintaining CRM for all Retail Locations: Responsible for updating and managing the
    CRM system for all retail locations, including but not limited to calendar updates,
    appointment results, and handling escalations promptly and effectively.
  • CRM Verification: Regularly verify and ensure alignment between our CRM and store
    CRM systems to guarantee data accuracy and consistency.
  • Call Center Coordination: Collaborate with the call center team to update calendars,
    review and address customer cancellation questions or concerns promptly, ensuring a
    smooth customer experience.
  • Production Support: Serve as a liaison between retail locations and production teams,
    addressing any job issues or escalations received from the retail locations promptly and
    effectively.
  • Vendor Management: Responsible for adding and removing third-party vendor
    employees in both Retail CRM and Woodbridge CRM systems, maintaining accurate
    records and ensuring compliance.
  • Meeting Coordination: Organize and facilitate weekly/monthly meetings with
    SmartCircle to discuss CRM updates, performance metrics, and strategies for
    improvement.
  • Roadshow Scheduling: Manage the scheduling and approval process for roadshows in
    collaboration with retail stores, ensuring optimal timing and resource allocation.
  • Document Management: Update and load any relevant documents and customer
    information into the CRM system from various locations, ensuring data integrity and
    accessibility.
  • Administrative Support: Assist with any other administrative duties as requested by the
    management team, contributing to the overall efficiency and effectiveness of operations.

Qualifications:

  • Bachelor's degree in Business Administration, Marketing, or related field preferred.
  • Proven experience in CRM management and administration.
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • Proficiency in CRM software and Microsoft Office Suite.
  • Ability to multitask and prioritize tasks effectively.
  • Flexibility to adapt to changing priorities and work in a fast-paced environment.
  • Must pass a background check

Benefits:

  • Medical, Vision, Dental ETC.
  • Paid Life Insurance and Long Term Disability
  • Paid Holidays and PTO
  • Employee Discounts
Woodbridge Home Solutions is an award-winning, three-generation, family-owned and operated, specialty remodeler serving Texas, Kansas and Oklahoma since 1989. We offer design assistance to help homeowners select the right combination of products that will enhance their homes beauty, reduce energy costs, and increase their homes value. The company is guided by core values that demand the highest level of performance and customer satisfaction which allows us to rise to the top in a competitive industry. Woodbridge Home Solutions is an equal opportunity employer. To learn more about Woodbridge Home Solutions, please visit our website at www.woodbridgehomesolutions.com

Posted Min Pay Rate:
USD $20.00/Hr.

Posted Max Pay Rate:
USD $20.00/Hr.