CRM Specialist

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A leading comprehensive engineering design and consulting firm, SSR provides innovative solutions for clients with facility and infrastructure challenges. To achieve client needs, SSR has multiple locations across the US. Working with a diverse group of individuals in a variety of markets, our team of experts partner with our clients to deliver advanced solutions that last.

SSR is committed to providing opportunities and benefits to colleagues that promote living fully. Through various competitive benefits and programs available, SSR supports the health, well‑being, and personal growth of its employees. SSR offers benefit options including medical, dental, and vision coverage, a generous contribution to employee‑owned Health Savings Account, 401(k) with matching up to the full IRS maximum, tuition reimbursement, and a variety of other employee incentives and wellness programs.

SSR is a 2019 A/E/C Building a Better World Award Winner which recognizes our commitment to community outreach and improvement. We are Certified Great Place to Work
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• Implement CRM best practices to streamline operations and improve user experience across departments.
• Identify and recommend process improvements, including integrations with third‑party tools and datasets.
• Maintain and cleanse CRM databases to ensure data accuracy, integrity, and performance.

• Develop and deliver engaging training materials and sessions for new and existing users.
• Provide ongoing user support, troubleshooting, and guidance on CRM features and workflows.
• Co‑lead training initiatives for CRM modules including Projects, Resumes, and Knowledge Base.

• Facilitate the management of the project close‑out process to obtain critical project data for marketing / business development purposes.
• Facilitate the development and troubleshooting of CRM content templates.
• Manage annual reviews of CRM content and update as needed.

• Generate reports and dashboards using Dynamics 365 and Power BI to support marketing and business development goals.
• Segment customer lists based on behaviors, preferences, and demographics to support targeted outreach.

• Work closely with Market Leaders and Business Development teams to track client relationships and initiatives.
• Partner with graphics and content teams to enhance CRM visuals and templates.

• Knowledge of Microsoft Office Suite (i.e., Word, Excel, and Outlook) and web browser applications.
• Knowledge of Microsoft Dynamics and Power BI.
• Knowledge of resource allocation.
• Knowledge of industry‑specific software.
• Knowledge of contracts and project management.

• Comprehension – ability to understand information, ideas, and direction presented in writing and/or verbally communicated.
• Written Communication Skills – ability to clearly deliver a message through written words using correct grammar, spelling, and punctuation.
• Speech Clarity – ability to speak clearly and in a common language so that others can understand you.
• Detail‑Oriented – ability to achieve accuracy and thoroughness when accomplishing a task; pays attention to details and is able to understand what caused a certain outcome.
• Judgment and Decision‑Making Skills – ability to make reasoned judgments that are logical and well thought out; constructively questioning and analyzing information in order to make the best conclusion.
• Problem‑Solving Skills – uses logical methods and analysis to solve problems; can see hidden problems and find effective solutions.
• Team‑Building Skills – ability to enhance social relations, define roles, and align goals within a team.
• Interpersonal Skills – ability to interact positively and work effectively with others.
• Mentoring Skills – provides support and feedback to less experienced colleagues; acts as a source of guidance, assistance, and expertise to less experienced colleagues.
• Business Acumen – knowledgably in policies, practices, trends and information affecting business and the…