Essential functions and responsibilities:
- Serve as the primary administrative contact for the sales CRM platform to all users across the organization by completing setup for recent users, answering questions, conducting training sessions, creating user documentation and other related tasks as requested.
- Maintain the CRM system including updates, enhancements, building reports, managing dashboards, workflows, and security.
- Review and analyze the pipeline movement of leads and opportunities to identify effectiveness and efficiency of current procedures and sales CRM rules and framework.
- Meet with with the sales and operational leaders across the organization regularly to ensure the proper maintenance of their sales pipelines in the CRM platform.
- Monitor end-user usage of the sales CRM systems and perform daily/weekly/monthly administrative and user support tasks to ensure a clean database of information.
- Work to ensure data integrity of the sales CRM platform for optimal use by the sales, and lead generation, marketing, and operations teams.
- Identify automation and process improvement ideas, (either leveraging existing tools and platforms in place, or seeking out tools that can be integrated into our existing tech stack), for the sales support process and work with internal resources as needed to design the solution and see them through implementation.
- Design, develop, publish, and maintain reports/dashboards as requested in order to provide key sales related information needed to make informed business decisions coordinating with other QBSS team members as needed to accomplish this.
- Deliver ‘ad hoc’ reports for key stakeholders, as requested
- Maintain process documentation related to all standard processes and reporting.
- Leverage ZoomInfo/LinkedIn Sales Navigator/Cause IQ and other identified resources or tools, to help the sales team identify missing information, create a fresh list for prospecting efforts, or support the marketin