CRM Manager

About Trafera:

It’s no secret that technology has changed, especially for schools. Competing and staying successful in an ever-evolving world of digital transformation takes more than just a technology friend, it takes a true technology powerhouse partner.

Based out of Saint Paul, Minnesota with locations in the greater Twin Cities as well Oklahoma, Louisiana, West Virginia, and North Carolina, Trafera is a dynamic and growing company wholly immersed in K-12 and higher education, as well as emerging in SLED marketplaces. We provide and service both new and recertified technology ranging from Chromebooks, desktops, mobiles, servers, storage, and networking hardware to our customers. On top of that, Trafera also provides support to educators and admins to ensure that the technology we sell can be meaningfully integrated into the student learning experience. 

We are passionate about serving the needs of not only our customers but also our employees. Working at Trafera, you will be part of an energetic team surrounded by enthusiasm to support K-12 schools and SLED. We support open, honest, and transparent communication, continual learning, and employee-driven initiatives. Come join us!

Job Summary: 

The Customer Relationship Management (CRM) Manager works to ensure excellence in user experiences, both internal and external, with a heavy focus on CRM applications and integrations. This role will coordinate and guide technical resources to assist in creating and executing the overall vision for systems architecture, maintenance and integration. The ideal candidate will have a demonstrated passion for technical integration, a strong aptitude for learning, a passion for helping others, and finds fulfillment in project creation, execution and completion.

Position Duties/Responsibilities:

CRM Management

• Serve as primary contact for data management, imports and administration functions within HubSpot (Hubs include Marketing, Sales, Service, Content, Operations, Commerce)
• Administer Hubspot users and functions as well as service CRM support tickets as needed
• Manage the intake of change requests and prioritize them according to overall business objectives as defined by head of IT and senior leadership.
• Demonstrate an understanding of the implementation of business logic within CRM and integrations
• Gather and create documentation related to business processes or functions
• Keep up-to-date on new functionalities or systems features to identify potential improvements to existing company processes or offerings

Project Management

• Create, maintain and manage projects in project management system 
• Manage projects directly and indirectly from the creation of the request to the final execution and documentation of the implementation
• Work with stakeholders within the company across departments to clearly define goals, timelines and responsibilities for projects and improvements
• Assign project work to internal resources and ensure assignees have everything needed to complete tasks by due dates
• Serve as an escalation point for challenges during execution of a project
• Ensure projects are tested and validated where applicable to ensure quality of the deliverables on projects
• Clearly and concisely communicate with stakeholders to ensure scope, timeline, progress and updates are provided regularly

Team Management

• Manage, motivate and develop a small team (1-2 people) focused on CRM (Hubspot) and integrations (Make, API, file-based, others)
• Lead project and team meetings
• Establish and maintain standards for project management within the team, training team members on project management techniques

Required Skills/Abilities:

• Ability to effectively manage and prioritize multiple tasks
• Strong interpersonal communication skills at all levels of the organization
• Positive, solutions-focused approach to challenges
• Familiarity with project management principles (Certifications preferred)
• Ability to quickly absorb information and learn new processes
• Proficiency with Microsoft Office suite
• Strong attention to detail

Education and Experience:

• High School diploma or equivalent
• Minimum 2 years working with a CRM system in an administrative role (Hubspot, strongly preferred)
• Two or more years working with Project Management software (Asana, preferred)
• Two or more years managing technical projects

Essential and Physical Requirements:

• Ability to stand or sit for 8 hours
• Ability to work in a hybrid role, onsite at least 3 days per week
• Ability to travel occasionally

EEO Statement:

Trafera is proud to be an equal opportunity employer, providing equal opportunity to all employees and applicants based on an individual's qualifications, without regard to race, gender, religion, color, age, national origin, disability, genetic information, sexual orientation, gender identity, familial status, marital status, status with regard to public assistance, local human rights commission activity, amnesty, status as a covered veteran or any other protected factor in accordance with applicable federal, state and local laws.
 
The hiring process for successful candidates includes successfully completing a team interview and background check. We E-verify all new hires.