CRM Support Specialist

Overview

Description

Responsible for Salesforce and/or other company CRM systems administration, development, and maintenance. Provide technical support for the company’s CRM. Responsible for keeping systems current by data scrubbing and data entry. Manage special projects as assigned. Design and present training sessions to internal Benecon/Connect

Care3 staff as well as external system users. Propose and implement new operational procedures, policies, and best practices aimed at improving effectiveness. Analyze operational departments’ duties and workflows.

Job Summary:

Responsible for the day-to-day administration and all other aspects of internal users’ Salesforce/CRM experience. Work collaboratively with the CRM Data Analyst as well as assist the Senior Director of Data Analytics with special project assignments.

• Responsible for Salesforce and/or other company CRM systems administration, development, and maintenance.
• Provide technical support for the company’s CRM.
• Responsible for keeping systems current by data scrubbing and data entry.
• Manage special projects as assigned.
• Design and present training sessions to internal Benecon/Connect
  
  Care3 staff as well as external system users.
• Propose and implement new operational procedures, policies, and best practices aimed at improving effectiveness.
• Analyze operational departments’ duties and workflows.

PHYSICAL REQUIREMENTS:

• Must be able to sit or stand and type utilizing computer for up to 90% of the workday.
• Must be able to talk on the phone.

• A Bachelor’s degree is required preferably in business.
• Salesforce administration experience preferred. Salesforce Administrator certification required within 1 year of hire.
• 1-3 years’ experience working on cross-functional projects and initiatives.

• Excellent communication skills in both verbal and written format required.
• Strong proficiency with MS Office and other software programs, web-based programs, etc. required.
• Ability to learn and apply new technology and software required.
• Requires the ability to maintain strict adherence to confidentiality standards.
• Requires the ability to work on multiple projects and successfully shift priorities as needed.
• Requires excellent attention to detail.
• A professional demeanor and ability to excel in a team-oriented environment required.
• Ability to work independently on assigned tasks required.
• Must possess strong organizational skills and be detail oriented.
• Requires advanced problem solving and reasoning skills.