What are the responsibilities and job description for the CRM Data Support Specialist position at GP Fund Solutions?
Job Title: CRM Data Support Specialist
Company: GPFS is the fund administrator of choice for a wide range of clients in the US, UK, and EU. Every day, with every decision and every client interaction, our values serve as guideposts, to improve the quality of our work, and strengthen our employee and client relationships.
As a business that is all about people; culture isn’t an initiative, it’s an innate value that’s critical to every decision we make. At GPFS, people come first.
At GPFS, diversity is a source of strength, both from our people and ideas. GPFS is a collaborative team-oriented organization where we support each other both personally and professionally. Our culture is defined by our behavior, our curiosity and our support of innovative ideas and perspectives.
Our inclusive culture supports and encourages our team members to try new things, share ideas openly and always ask the question why. It brings us together and makes the team stronger by inspiring all to connect, belong and thrive.
Location: Latham, NY
Job Type: Full-time
This role will support CRM data management. This position bridges sales and revenue operations, enhancing efficiency in client communications and proposal support. It plays a pivotal role in revenue operations by executing and refining key business development processes, improving communication workflows, and ensuring organized client data across our tools and resources.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- CRM Data Support: Regularly update and manage the CRM database, ensuring all client and lead information is accurate, up-to-date, and organized to support cross-functional accessibility and use.
- Meeting Scheduling: Coordinate and schedule meetings between potential clients and sales team members, ensuring availability and efficient use of time.
- Sales Resource Maintenance: Keep sales resources current and accessible, coordinating updates with relevant departments to enhance client engagement.
- Market and Competitor Insights: Conduct research on potential clients and competitors, summarizing insights to support business development.
- Onboarding and Revenue Operations Assistance: Coordinate client onboarding steps and facilitate cross-department collaboration to ensure a smooth client experience.
- Sales and Marketing Alignment: Support coordination of enablement materials with sales efforts, ensuring resources stay relevant to market and client needs
- Pipeline Tracking and Data Organization: Track pipeline stages, organizing data to provide the business development team with actionable insights.
- Proposal and Contract Assistance: Format and customize proposals and contracts using templates, ensuring professional, consistent client presentations.
- Pricing Development: Assist in developing competitive pricing strategies for products and services, working closely with the finance and sales teams.
- Client Correspondence: Manage communication with potential clients via email and phone, ensuring timely and professional responses to inquiries and requests.
- Meeting Scheduling: Coordinate and schedule meetings between potential clients and sales team members, ensuring availability and efficient use of time.
- Sales Resource Maintenance: Keep sales resources current and accessible, coordinating updates with relevant departments to enhance client engagement.
- Market and Competitor Insights: Conduct research on potential clients and competitors, summarizing insights to support business development.
- Onboarding and Revenue Operations Assistance: Coordinate client onboarding steps and facilitate cross-department collaboration to ensure a smooth client experience.
- Sales and Marketing Alignment: Support coordination of enablement materials with sales efforts, ensuring resources stay relevant to market and client needs
- Other duties as assigned.
Competencies
- Organized
- Detailed Oriented
- Results Driven
- Works Collaboratively
- Ethical
Travel
Minimal travel may be required.
Required Education and Experience
- Bachelor’s degree in business, marketing, communications, or a related field (preferred).
- 2 years of experience in a sales support, sales operations, or CRM administration role.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in Hubspot CRM software
- Ability to multitask and prioritize tasks in a fast-paced environment.
- Familiarity with contract and proposal processes is a plus.
- Project management or coordination experience is a plus.
Key Competencies
- Self-motivated with a strong work ethic.
- Ability to work independently and as part of a team.
- Strong problem-solving skills and ability to think critically.
- Professional demeanor when interacting with clients and internal teams.
GPFS Vision
Our purpose is to create enduring relationships with our employees and clients by consistently delivering exceptional opportunities and service.
GPFS Value Statement
Investing in people and culture
Core Values
Camaraderie: Being supportive of one another and celebrating each other’s successes
Excellence: Consistently delivering exceptional work and going above and beyond
Empowerment: Fostering a deep sense of agency and ownership over one’s choices and actions
Innovation: The drive to think differently and solve problems creatively
Inclusion: Recognizing individual’s unique strengths and perspectives with mutual trust and respect
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