Regional CRM Data Specialist

3 weeks ago

New York County New York, United States VHB Full time
Overview:
ABOUT THE POSITION

Do you love managing and developing critical marketing and sales information and data? Do you enjoy finding creative solutions to effectively research, organize, and maintain information in a CRM platform environment? If so, we'd love to hear from you

As a Regional CRM Data Specialist, you’ll help to maintain and analyze data for our Northeast Region, helping to elevate VHB’s Client Relationship Management (CRM) system for use in pursuits, client focus, and other business development initiatives.

 

We are seeking a dynamic and resourceful individual who thrives in a fast-paced team setting, providing invaluable support in maintaining and leveraging our key marketing data.

 

The ideal candidate will possess a solid grasp of marketing automation platforms, particularly CRM systems, and will demonstrate proficiency in handling data and analytics. They should also be technologically savvy, with the desire to keep learning. Moreover, the CRM Data Specialist will excel in facilitating communication between end users and technical teams, adapting to evolving business processes.

 

This role will involve ensuring data accuracy and conducting insightful analysis to identify trends and patterns within CRM data. Experience with Microsoft Dynamics 365 is highly desirable.

 

This position is ideally located in one of VHB’s offices in Watertown, MA; New York City; or Orlando, FL. If you’re ready to make a significant impact within a dynamic team environment, we encourage you to apply

Primary Duties & Responsibilities

Understands VHB’s Focus Forward Approach and how the CRM supports the program. Supports maintenance, reporting, and accuracy of marketing and business development metrics in the CRM and reporting dashboards (i.e., win-loss, opportunity pipeline).

Helps to maintain data of VHBers, contacts, leads and opportunities, and project information.

Provides frequent review of data in the system to ensure data integrity. Follows up and advises marketing and technical practitioners when anomalies in data occur and/or lessons learned on metrics can be applied and shared.

Identifies ways to improve usage of the CRM through automating basic, everyday tasks.

Customizes and prepares marketing report views from the CRM.

Serves as CRM and marketing database super user. Trains new employees on the CRM and Focus Forward Approach, in partnership with marketing management.

Maintains and updates marketing content for proposals, qualifications, and other marketing deliverables (e.g., project profiles/stories, resumes, references, service descriptions).

Identifies system bugs and tracks in DevOps.

Implements pursuit close-out process, and contact, resume, project sheet, and/or other annual (or bi-annual) updates as part of ensuring marketing information data integrity.

May support proposal administration and preparation efforts. May assists with gathering market research and data (i.e., client capital improvement plans, publicly posted consultant selections).

May coordinate the review of industry-related opportunities and route to marketing management (i.e., RFP trafficking, Gov-Win activity). Helps to maintain integrity of identified leads and opportunities in the pipeline.

Participates in professional and personal development aligned with career goals.

Performs all job functions in compliance with applicable federal, state, and local regulations and VHB policies and procedures.

Skills & Abilities

Demonstrated initiative.

Proficient with Microsoft PowerBi.

Proficient with Adobe Creative Cloud.

Proficient with Microsoft Office Suite, particularly Excel.

Proficient with in-context tools, Visual SP preferred.

Excellent verbal, written, and interpersonal communication skills.

Team oriented with ability to perform multiple tasks independently in a timely manner and collaborate effectively and positively with coworkers.

Self-motivated, highly organized, and detail oriented.

Minimum Qualifications

3-5 years of professional marketing information and systems management experience, preferably within the AEC industry

BA/BS in Marketing Information Systems, Marketing, Computer Science, or related discipline

Experience managing a CRM or similar marketing information system (Microsoft Dynamics and

PowerBi preferred)

Experience with market research, data management, and analytics

Our best estimate of the salary range for this position located in New York City is $(phone number removed). The final compensation will be based on a variety of factors such as individual qualifications, education, and experience. 

We are VHB We’re an inspired and innovative team of engineers, scientists, planners, and designers who partner with clients in the transportation, real estate, institutional, and energy industries, as well as federal, state, and local governments. Our work helps improve mobility, enhance communities, and contribute to economic vitality. We do this while balancing development and infrastructure needs with stewardship of our environment. 

 

Our people make us great VHB provides a differentiating , which includes: 

Diverse and inclusive culture of collaboration and innovation

Opportunity to work on complex, transformational projects

Community and social responsibility as sustainable stewards

Focus on learning, development, and career growth

Best-in-class benefits, including flexible, hybrid workplace  

We are consistently rated one of the top AEC firms to work for across our 30+ offices on the East Coast. We’re growing, and we hope you’ll join us 

 

VHB is a proud Affirmative Action and Equal Opportunity Employer. Since our founding, we have intentionally fostered a culture of diversity, equity, and inclusion—supported by deep-rooted core values, one of which is diversity. All individuals receive consideration for employment based on their qualifications without discrimination for race/ethnicity, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, pregnancy, marital status, or any other basis protected by law.

#LI-KM1

#LI-Hybrid

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