Customer Data Specialist
18 hours ago
We are seeking a highly skilled Customer Data Specialist to support the development and implementation of strategic Account Management with Zurn Elkay and Rep associates across Owner, Architect, Contractor, and Distributor personas.
The ideal candidate will design, test, and deploy key account profiles capturing critical customer data points and conversion playbooks. This individual will train users on Dynamics CRM best practices, collecting user feedback to improve ease of doing business within the tool.
This position requires excellent verbal and written communication skills, as well as the ability to travel up to 20% to conduct in-person training and support sessions.
Key Responsibilities:
- Train and Support Zurn Elkay and Rep Associates on Dynamics CRM Account Management implementation
- Understand strategic deployment priorities and ensure CRM is aligned to capture meaningful data and provide timely KPI reporting
- Monitor user adoption across ZE and Rep Sales teams, identify gaps, and create a plan to drive improvement
- Create and maintain CRM documentation library (print and video) comprised of SOPs, training manuals, etc
- Capture continuous improvement opportunities to promote sales team ease of doing business in CRM
- Partner with IT to design, develop, test, and deploy new capabilities
- Prepare the team for future Microsoft CRM releases through understanding, testing, and deployment of upcoming feature sets
- Serve as backup to CRM Quotations Manager in support of Rep quotations user community
Education and Experience:
- Bachelor's degree required, preferably in business, marketing, or engineering
- 3+ years of experience in Customer Relationship Management (CRM) deployment and user support
- Ability to interpret and document user experience, with a continuous improvement mindset
- Experience training a user community with a wide variety of technical aptitude
- Prior experience with AI implementation into sales processes is a plus
- Strong understanding of CRM data & backend tables with the ability to translate to business users
- Excellent verbal and written communication skills
- Experience in the plumbing, HVAC, lighting, or other building product manufacturer similar industry preferred
Total Rewards and Benefits:
- Competitive Salary: $80,000 - $110,000 per year
- Medical, Dental, Vision, STD, LTD, AD&D, and Life Insurance
- Matching 401(k) Contribution
- Health Savings Account
- Up to 3 Weeks Vacation
- 12 Paid Holidays
- Annual Bonus Eligibility
- Educational Reimbursement
- Matching Gift Program
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