Job Summary: 

• End-to-end ownership of Salesforce updates, including meeting with stakeholders and architecting solutions to meet business needs, advocating for changes and Salesforce enhancements within the IT priorities
• Facilitate UAT sessions and release demos to ensure that stakeholder needs are met
• Be an integral member of Salesforce Steering committee to guide the organization toward strong data integrity & an aligned Salesforce enhancement approach.
• Represent the needs of marketing and store operations, including design services, in large projects and supporting roll-out of any system changes
• Partner with internal Customers and external agencies to identify, assess, and drive solutions to achieve company and department objectives, partner with marketing team to understand roadmap, timelines and business needs
• Attends regular meetings with support staff and various team members to review upcoming issues, items, and training.
• Create and manage changes in Salesforce reports, dashboards and list views for all hierarchy levels.
• Ensure data mapping and quality between Salesforce and custom F&D store systems
• Perform data cleansing cycles and put monitoring rules in place
• Investigate root cause for bad customer data and put new / additional validation rules in place
• Monitor deduping process and adjusting
• Manage new attributes / fields related to customer data and page layouts
• Define and maintain rules for overall campaign structure
• Analysis and selection of target groups
• Extract campaign members and add them to campaign (all channels)
• Track and monitor campaign progression and success / troubleshooting 

Skills on Resume:

• Salesforce System Architecture (Hard Skills)  
• UAT Facilitation (Hard Skills)  
• Data Integrity Management (Hard Skills)  
• Stakeholder Representation (Soft Skills)  
• Cross-functional Collaboration (Soft Skills)  
• Salesforce Reporting Management (Hard Skills)  
• Data Quality Assurance (Hard Skills)  
• Campaign Analysis (Hard Skills)  

Job Summary: 

• Oversee Zendesk infrastructure (user roles, brands, triggers, forms, and ect)
• Manage all levels of Zendesk administration, including supporting all users and ensuring data integrity
• Be a point person for daily operations and drive ongoing optimization of Zendesk instance by responding to issues, developing processes based on best practices, and implementing automation to increase efficiency
• Advise the team on best practices for Zendesk management, with a goal of eventually building all change management activities within the system
• Manage client relationship with Zendesk in partnership with Marketing Automation team.
• Oversee the management of Zendesk Guide/Help Center/Knowledge base
• Supporting business users by managing user set-up, profiles and roles in the salesforce environment
• Liaising with internal stakeholders to improve processes
• Set up and iterate on reporting processes
• Support integrated tools and applications in the Salesforce.com environment including custom integrations, accounting (Zuora) and marketing (e.g. Pardot, Marketing cloud or similar)
• Keep abreast of new Salesforce features and functionality and provide recommendations for process improvements such as internal set up and processes, Marketing automation tools, lightning experience set up and diverse tool integrations
• Identify, diagnose, and resolve technical problems. 
• Provide support with report development as identified by Marketing, Retail Banking, etc.
• Provide regular sales leads to front-line staff (with Marketing and Retail direction/parameters) downloaded from the system.
• Take the lead in designing new product bundles for target customer segments (with Product Managers/Retail).
• Adheres to Bank policy and procedures including Gramm-Leach Bliley Act principles and confidentiality regulations by successfully completing related trainings and maintaining these learned practices on the job.

Skills on Resume:

• Zendesk Administration (Hard Skills)  
• Data Integrity Management (Hard Skills)  
• Process Optimization (Hard Skills)  
• Stakeholder Liaison (Soft Skills)  
• Reporting System Management (Hard Skills)  
• Salesforce Integration Support (Hard Skills)  
• Problem Resolution (Hard Skills)  
• Change Management Advising (Soft Skills)  

Job Summary: 

• Responsible for the overall start-up operation of the CRM system at the bank. 
• Coordinate the usage of the system throughout the organization, including all departments and subsidiaries. 
• Direct the setup of the system between the Bank and the vendor.
• Responsible for coordinating the effective use of the CRM system in all functional areas of the organization to achieve desired sales, service, and marketing campaign results. 
• Act as chief contact between CRM Vendor and the Bank.
• Responsible for assisting Department Heads and Branch Managers in the use of the system and associated customized reports.
• Responsible for assisting and training Department Heads and Branch Managers and all Bank Sales employees on the use of the system to maximize effectiveness.
• Assist with the analysis of standardized reporting as well as customization of reports by functional area.
• Responsible for administering and maintaining up-to-date CRM employee, organization and product database tables, and employee and organization goal and incentive payout creation and assignments in an accurate and timely manner.
• Responsible for the setup and maintenance of all Marketing Campaigns in concert and collaboration with the Bank’s Marketing Director through the sales system for ultimate reporting to, and analysis by, Management.
• Responsible for maintaining professional, responsive, timely, constructive, and thorough written and verbal communications with co-workers, vendors, and others.
• Responsible for ongoing system release testing, enhancement testing, and ongoing development.
• Ensure adherence to Bank Change Control policy for system changes, maintenance, release installations, etc.
• Responsible for ongoing daily technical and usage support of all CRM modules across all channels of the bank.
• Possess analytical skills required for proper testing methodology and documentation.
• Responsible for effective use of hosted MCIF system and data. 

Skills on Resume: 

• CRM System Implementation (Hard Skills)  
• Organizational Coordination (Soft Skills)  
• Vendor Management (Soft Skills)  
• CRM Training and Support (Hard Skills)  
• Report Customization (Hard Skills)  
• Marketing Campaign Management (Hard Skills)  
• Change Control Management (Hard Skills)  
• Analytical Testing (Hard Skills)  

Job Summary: 

• Creating dashboards and reports to extract insights, evaluate performance and inform strategy
• Developing and communicating system policies and procedures
• Implementing changes to increase efficiencies
• Providing data-driven recommendations and support for Business Development, Marketing and Client Reporting in relation to Clients
• Overseeing and executing data entry procedures and maintain consistent standards
• Support governance of data via the CRM platform
• Ensure the right data is recorded
• Supporting the training of staff on the use of the database and provide regular updates to the manager on best practices and/or challenges
• Configuring the proper record types, sharing rules, custom objects and page layout customisation to support business functions
• Supporting data maintenance, integration, enhancement and projects. 
• Identify and document development needs on an ongoing basis
• Managing system changes without interruption to users
• Have a business analyst approach to create simple specifications related to system and procedural needs
• Escalate and track problems appropriately.
• Frequent Training and workflow (process) optimization with and for CARFAX CRM users (from Customer service and business development to marketing)
• Work in a cross functional scrum team together with CARFAX Business Systems developers tasked and business solutions PO to provide business solution to enterprise and DLR/B2B customers.

Skills on Resume:

• Data Analysis and Reporting (Hard Skills)  
• System Policy Development (Hard Skills)  
• Process Efficiency Improvements (Hard Skills)  
• Data Governance (Hard Skills)  
• CRM Training (Soft Skills)  
• System Configuration (Hard Skills)  
• Problem Management (Soft Skills)  
• Cross-Functional Collaboration (Soft Skills)  

Job Summary: 

• Support the Divisional Business Process Expert in matters related to an efficient quotation process in C4C.
• Centrally manage data, processes and systems related to CRM and CPQ.
• Collect, validate and publish documents (product descriptions and technical data sheets) in C4C.
• Coordinate with translators to publish the information in different languages.
• Coordinate with customer centers for validation prior to publication.
• Cordinate in creation of quotation templates adapted to specific market requirements.
• Maintain in various systems the divisional materials including product descriptions and technical datasheets that are necessary for CRM tool.
• Work together with the C4C program, divisional communication and marketing team to keep customer centers informed on new updates or releases.
• Take part in user acceptance testing for new implementation or projects and coordinate the different (sub-)projects originating from it.
• Depending on evolution of CRM/CPQ tools for direct and indirect channels may be required to make developments in the processes & systems as deemed necessary by industrial air division.
• Prepare divisional reports that include adoption trends, data quality etc. and organize regular follow-up and updates for each part of the world
• Make spot checks on quality of the quotation , usage of the Divisional materials and further discuss with customer centers for improvement .
• Providing group and/or one-on-one training for new and existing users, including best practice documentation
• Assisting sales management in defining and monitoring processes for trends and team analysis
• Proactively gathering feedback from users to continually improve the user experience
• Monitoring and improving data quality.

Skills on Resume:

• CRM Data Management (Hard Skills)  
• CPQ System Coordination (Hard Skills)  
• Document Validation and Publication (Hard Skills)  
• Multilingual Coordination (Soft Skills)  
• User Acceptance Testing (Hard Skills)  
• Process Improvement Development (Hard Skills)  
• Training and Development (Soft Skills)  
• Feedback Integration (Soft Skills)  

Job Summary: 

• Responsible for the integrity of data within the CRM by performing frequent audits and tasks that include cleaning up duplicate records, merging records, etc.
• Responsible for configuration of the CRM system to meet the business requirements by following established processes and adhering to parameters provided by decision makers and stakeholders.
• Responsible for customizations of CRM platform including, but not limited to properties, views, layouts, and other CRM objects.
• Responsible for resolution of Tier II Helpdesk support for issues related to the CRM system.
• Support other business teams by creating automations including, but not limited to workflows, sequences, and snippets.
• Train employees on effective use of the system and enhancements to the business workflows within the CRM.
• Maintain internal facing documentation on effective use of the HubSpot system 
• Assist the systems leadership in exploring new HubSpot features and enhancements and impact on business processes.
• Monitoring the account: auditing, notifications, data size, customer segments, data flow, discrepancies
• Data extraction and report generation
• Configure Marketing Cloud builders and studios
• Learn of Marketing Cloud extension products and features (Datorama, Interaction Studio, Audience Builder, etc.) 
• Configure Marketing Cloud new channels
• Be the first point of contact for customer centers for matters related to CRM, CPQ and divisional materials.
• Proactively prevent duplication of work, possible errors at customer centers through regular interactions.
• Update those to other platforms including sharepoint and business portal.

Skills on Resume:

• CRM Data Integrity Audits (Hard Skills)  
• CRM System Configuration (Hard Skills)  
• CRM Customization (Hard Skills)  
• CRM Helpdesk Support (Hard Skills)  
• CRM Training Delivery (Soft Skills)  
• Process Automation (Hard Skills)  
• Stakeholder Engagement (Soft Skills)  
• Marketing Cloud Configuration (Hard Skills)  

Job Summary: 

• Develop and maintain a comprehensive understanding of the information systems used to execute and manage sales transactions and activities 
• Generate and manage relevant reports from sales systems with high accuracy and attention to detail.
• Maintain and create CRM data and related processes for the Americas sales channel.
• Communicate effectively with customers, colleagues, and all levels of the organization.
• Demonstrate positive, professional behavior toward work, colleagues, and management.
• Prioritize activities to provide maximum benefit to the Americas sales team.
• Complete other duties and assignments as necessary to support the organization.
• Working with project teams, provides technical and analytical support to ensure successful project execution
• Maintain business partner focus with the ability to actively listen, elicit information, comprehend issues/needs, and recommend solutions
• Build and maintain trusted partnerships with business partners
• Lead efforts to resolves technology issues related to business platforms
• Install and maintain business systems and software
• Configure business unit structure, permissions and security
• Troubleshoot account configuration
• User requests: granting access, assigns Marketing Cloud roles to users

Skills on Resume:

• Sales System Analysis (Hard Skills)  
• CRM Data Management (Hard Skills)  
• Report Generation (Hard Skills)  
• Technical Support Provision (Hard Skills)  
• Effective Communication (Soft Skills)  
• Professional Conduct (Soft Skills)  
• Solution Recommendation (Soft Skills)  
• Project Collaboration (Soft Skills)  

Job Summary: 

• Recommend solutions based on best practice functionality and Business Unit priorities that ensure a successful project which delivers the business workflow and customer experience improvements.
• Proven ability to scope and execute CRM project specific goals including project milestones and expected timing for completion.
• Lead small to medium projects with limited oversight form management utilizing the IDEX PMO methodology including contributing to the building of a business case and benefits, managing all project communication and contributing to full charter document development.
• Contribute to information technology functional planning process as CRM subject matter expert
• Maintain and configure MS D365 CRM platform and supporting applications
• Maintain and develop databases and data sources
• Security role management (users lists, privileges, security profiles, access rights)
• Implementing enhancement requests for view changes, new fields, etc.
• Translating business requirements into well-architected solutions that best leverage the Microsoft Dynamics CRM platform
• Design and develop workflows, business rules, and entity/field/form creation
• Assist with integration of CRM with other business systems and applications
• Provide end-user support to troubleshoot and resolve issues
• Execute CRM Project test plans
• Provide support for vendor audits, participating in audit meetings and providing application/OS usage data
• Create and maintain technology documentation
• Lead efforts to simplify the technology experience

Skills on Resume: 

• CRM Project Management (Hard Skills)  
• MS Dynamics Configuration (Hard Skills)  
• Database Development (Hard Skills)  
• Security Role Management (Hard Skills)  
• Solution Architecture (Hard Skills)  
• Stakeholder Communication (Soft Skills)  
• Problem-Solving Support (Soft Skills)  
• Technology Documentation (Hard Skills) 

Job Summary: 

• Translate business requirements into CRM configuration, processes, and automations
• Support the pilot and implementation phases of the system
• Upgrade and configure CRM for optimized performance
• Manage CRM data access policies, including roles, profiles, sharing rules, workflows, and groups
• Import data including leads, contacts, and other data
• Build and maintain custom reports and dashboards and prepare ad hoc reports 
• Perform database maintenance tasks, including diagnostic tests and duplicate management
• Evaluate CRM software releases and implement new features or enhancements as appropriate
• Provide user onboarding and ongoing training and support
• Coordinate with MYR IT as needed to address any security and integration needs
• Manage CRM partner and integrated 3rd party vendor relationships
• Regular and predictable attendance
• Essential functions of this position are to be performed at a Company-designated office or field location
• Understand and comply with the Company's Code of Business Conduct and Ethics Policy and industry-specific professional and ethical standards job requirements
• Attend and participate in meetings. 
• Attend internal and external training to improve skills and knowledge relevant to the CRM administrator position. 

Skills on Resume:

• CRM Configuration (Hard Skills)  
• System Implementation Support (Hard Skills)  
• Data Management (Hard Skills)  
• Report Development (Hard Skills)  
• Training Delivery (Soft Skills)  
• Stakeholder Coordination (Soft Skills)  
• Vendor Management (Soft Skills)  
• Ethical Compliance (Soft Skills)  

Job Summary: 

• Accurate data entry and transfer of client information in Salesforce and other internal systems
• Assist Business Development in management of key accounts and campaigns
• Enter quotes in Quote Module and ensure accuracy of all entries
• Generate monthly and quarterly client reports
• Provide general administrative support to Business Development
• Comply with occupational health and safety legislation, BV Group Policies and Procedures, Upstream Minerals
• Management System Policies and Procedures and ISO standards applicable to the position
• Act in a safe and professional manner and wear appropriate attire including the required personal protective equipment (PPE)
• Coordinate with key Bank vendors and third parties that integrate and interface with the CRM 
• Communicate service interruptions to appropriate parties. 
• Keep abreast of competitor and industry developments including, but not limited to, changes in regulations and advances in technology.
• Maintain knowledge of current KSB products and services. 
• Actively utilize as many Bank products and services as possible in order to fully understand features and benefits and to be able to communicate effectively with customers and prospective customers.
• Actively participate in community organizations and events. 
• Represent the Bank in the community.
• Handle phone, email and video inquiries and provide information to customers, vendors and other departments in a professional and courteous manner. 

Skills on Resume:

• Data Entry Accuracy (Hard Skills)  
• CRM Management (Hard Skills)  
• Report Generation (Hard Skills)  
• Regulatory Compliance (Hard Skills)  
• Account Coordination (Soft Skills)  
• Effective Communication (Soft Skills)  
• Community Engagement (Soft Skills)  
• Professional Conduct (Soft Skills)

Job Summary: 

• Oversee the daily operations and administration of the CRM operations while providing quality user support, in addition to quickly and accurately resolving technical issues. 
• Design, document, build, test, and deploy enhancements to custom objects, page layouts, workflows, reports, views, and dashboards. 
• Ensure optimal customer experience by continuously assessing CRM workflows and distributions. 
• Identify, communicate, and drive changes to the program such as product updates, enhancements, or process improvements as appropriate. 
• Consistently document project specs and time management details in a project-tracking tool. 
• Develop, test, and manage integrations. 
• Serve on departmental or organization-wide projects as the CRM expert.
• Create and maintain documentation including product guides, workflow definitions and training materials as well as internal policies and procedures as appropriate. 
• Review and update documentation for accuracy, efficiency and regulatory compliance. 
• Create and utilize reports to monitor data quality and data migrations. 
• Evaluate reporting needs to measure program performance and monitor activity, and revise
• Educate and train employees on the CRM platform, including onboarding, new feature functionality, and troubleshooting issues. 
• Write up effective change communications to CRM users when new features are introduced, as well as be able to train to these changes in a simple and straightforward manner. 
• Verify users have access to the right data by managing the platform security settings, access to apps, objects, records, and fields. 
• Identify opportunities to optimize performance and improve the user interface. 
• Assist colleagues on escalated issues with the vendor.

Skills on Resume:

• CRM System Design (Hard Skills)  
• Technical Troubleshooting (Hard Skills)  
• Workflow Optimization (Hard Skills)  
• Integration Management (Hard Skills)  
• Project Documentation (Hard Skills)  
• Change Management (Soft Skills)  
• Communication Skills (Soft Skills)  
• Training and Development (Soft Skills)