CRM Specialist - Salesforce.com

37203 37203

Posted: 12/13/2018 Job Number: 110117333521




  • Job Purpose

    The purpose of the CRM Specialist role is to lead, analyze, and report on all activities entered into the Salesforce CRM tool.  Customer data will be primarily entered into the tool by our field sales representatives and the reports generated will be used by upper management and throughout the organization to monitor and assess customer performance.  This role will be expected to identify trends, solve issues, implement changes, and lead system enhancements as needed.  This individual will also be expected to conduct trainings across the organization and create documentation to reinforce and highlight all the capabilities of the Salesforce program.  In addition, this individual will manage the master customer data files and distributor to dealer relationships

     

    Key Accountabilities

    - Present customer performance and feedback to upper management on a regular basis including the Director of Sales Management, Senior Director of PC/LT Sales, and Executive Management

     

    - Monitor and analyze sales activities, schedules, and performance by reviewing visit reports, and comparing sales progress vs. Sales plan via the CRM tool

     

    - Create reports that show market competition, products or pricing of competitors, and any relevant feedback from the market place

     

    - Connect with the IT department on system integrations, enhancements, and system fixes

     

    - Work with Global HQ in Korea on system roll outs and next phase implementations

     

    - Be the subject matter expert by training new users and providing proper training documentation

     

    - Communicate with field sales regularly by sending guidelines, updates, and changes

     

    - Provide call in support by answering any requests or questions regarding the CRM tool, performance numbers, and territory information

     

    - Manage Customer Master Data including new customer registration, changes and deletions

     

    - Perform any other related duties/responsibilities as assigned by Management

     

     

     

     

    Level of Accountabilities

    Individual Contributor

     

    Core Competencies

    - Analytical and reporting skills

    - Excellent interpersonal & communication skills required

    - Team work attitude

    - Ability to work without supervision

     

    Qualification

     

    - A bachelor's degree required

    - A bachelor's degree relevant to Business Administration preferred

    - Excellent interpersonal & communication skills required

    - Knowledge of Salesforce.Com & SAP preferred

    - Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook (Heavy emphasis on MS Excel experience required)
















































































































    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> Position Identification

    'Times New Roman''>






    mso-fareast-font-family:'Times New Roman''> Job Title:






    mso-fareast-font-family:'Times New Roman''> CRM Specialist






    mso-fareast-font-family:'Times New Roman''> Job Function:






    mso-fareast-font-family:'Times New Roman''> Reporting, Analytics, Training and

    Support






    mso-fareast-font-family:'Times New Roman''> Report to:






    mso-fareast-font-family:'Times New Roman''> Director of Sales Management






    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> Job Purpose

    'Times New Roman''>






    mso-fareast-font-family:'Times New Roman''> The purpose of the CRM Specialist role

    is to lead, analyze, and report on all activities entered into the Salesforce

    CRM tool.  Customer data will be primarily

    entered into the tool by our field sales representatives and the reports

    generated will be used by upper management and throughout the organization to

    monitor and assess customer performance. 

    This role will be expected to identify trends, solve issues, implement

    changes, and lead system enhancements as needed.  This individual will also be expected to

    conduct trainings across the organization and create documentation to

    reinforce and highlight all the capabilities of the Salesforce program.  In addition, this individual will manage

    the master customer data files and distributor to dealer relationships






    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> Key Accountabilities

    'Times New Roman''>






    mso-fareast-font-family:'Times New Roman''>- Present customer performance and

    feedback to upper management on a regular basis including the Director of

    Sales Management, Senior Director of PC/LT Sales, and Executive Management




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Monitor and analyze sales

    activities, schedules, and performance by reviewing visit reports, and

    comparing sales progress vs. Sales plan via the CRM tool




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Create reports that show market

    competition, products or pricing of competitors, and any relevant feedback from

    the market place




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Connect with the IT department

    on system integrations, enhancements, and system fixes




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Work with Global HQ in Korea on

    system roll outs and next phase implementations




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Be the subject matter expert by

    training new users and providing proper training documentation




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Communicate with field sales regularly

    by sending guidelines, updates, and changes




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Provide call in support by answering

    any requests or questions regarding the CRM tool, performance numbers, and territory

    information




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Manage Customer Master Data

    including new customer registration, changes and deletions




    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman''>- Perform any other related duties/responsibilities

    as assigned by Management






    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> 





    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> 





    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> 





    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> Level of Accountabilities

    'Times New Roman''>






    mso-fareast-font-family:'Times New Roman''> Individual Contributor






    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> Core Competencies

    'Times New Roman''>






    mso-fareast-font-family:'Times New Roman''>- Analytical and reporting skills




    mso-fareast-font-family:'Times New Roman''>- Excellent interpersonal &

    communication skills required




    mso-fareast-font-family:'Times New Roman''>- Team work attitude




    mso-fareast-font-family:'Times New Roman''>- Ability to work without

    supervision






    mso-fareast-font-family:'Times New Roman''> 




    mso-fareast-font-family:'Times New Roman'; border: none windowtext 1.0pt;

    mso-border-alt: none windowtext 0in; padding: 0in'> Qualification

    'Times New Roman''>






    mso-fareast-font-family:'Times New Roman''> 






    mso-fareast-font-family:'Times New Roman''>- A bachelor's degree required




    mso-fareast-font-family:'Times New Roman''>- A bachelor's degree relevant to

    Business Administration preferred




    mso-fareast-font-family:'Times New Roman''>- Excellent interpersonal &

    communication skills required




    mso-fareast-font-family:'Times New Roman''>- Knowledge of Salesforce.Com

    & SAP preferred




    mso-fareast-font-family:'Times New Roman''>- Proficiency in Microsoft Excel,

    Word, PowerPoint, and Outlook (Heavy emphasis on MS Excel experience required)






Ideal candidate has experience administering Salesforce.com. This is a behind the scenes role, they will be pulling reports, processing data, inputting data, agreements, pricing. This role may also be exposed to setting pricing too. So someone with strong analytical skills and highly proficient in excel. 4-7 years experience (sales experience using Salesforce.com will not be sufficient enough for this role
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