Demo

CRM & Marketing Data Specialist- Level 2

Biesse
Charlotte, NC Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 4/26/2025

Biesse is seeking a dynamic and data-driven CRM & Marketing Data Specialist to join our team. This role will focus on leveraging CRM data to optimize customer engagement strategies, improve sales processes, and support data-driven decision-making across cross-functional teams.

As a CRM & Marketing Data Specialist , you will play a pivotal role in driving sales performance, enhancing CRM system functionality, and aligning data insights with business objectives.

Key Responsibilities

CRM Data Analysis and Insights

  • Gather, clean, and analyze customer data from the CRM system to identify trends, patterns, and actionable insights.
  • Evaluate customer interest based on market inputs and ensure they meet Sales Qualified Lead (SQL) criteria.

CRM System Optimization

  • Ensure CRM data quality meets established targets, working closely with cross-functional teams to synchronize and maintain up-to-date records.
  • Reporting and Visualization

  • Create and manage dashboards, reports, and visualizations to present key customer insights and sales activity KPIs to stakeholders.
  • Provide comprehensive sales analysis, including quarterly reviews and data integrity validations
  • Sales Process Improvement

  • Analyze sales data to identify bottlenecks and recommend improvements to streamline the sales funnel.
  • Support sales forecasting activities to ensure accurate and timely predictions.
  • Collaboration Across Teams

  • Collaborate with the Marketing Manager to optimize data usage for lead generation campaigns and strategy planning.
  • Support campaign analysis and evaluate the effectiveness of marketing efforts based on CRM insights.
  • Training and Support

  • Provide CRM training and ongoing guidance to sales team, ensuring proficiency in using the CRM system (Salesforce).
  • Support new sales team members with onboarding and training on CRM best practices and workflows.
  • Qualifications and Skills

    Minimum Requirements :

  • Bachelor's degree in Business, Economics, IT, or Marketing.
  • 3 - 5 years of relevant experience.
  • Strong analytical skills with the ability to interpret complex data sets and derive actionable insights.
  • Proficiency in CRM platforms such as Salesforce, HubSpot, or Zoho.
  • Ability to propose changes to CRM including workflow and user interface.
  • Experience in creating reports and dashboards using data visualization tools.
  • Solid understanding of sales processes and marketing strategies.
  • Excellent communication skills for effectively presenting findings and recommendations.
  • Technical skills, including familiarity with data analysis tools and advanced knowledge of Excel
  • Preferred Qualifications

  • Experience in campaign analysis and customer segmentation.
  • Business acumen to align CRM strategies with organizational goals.
  • Demonstrated ability to work collaboratively with cross-functional teams.
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