What are the responsibilities and job description for the Technical CRM Manager position at Trafera LLC?
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 Technical 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 and Integration Management
- Serve as primary contact for data management and administration functions within HubSpot for each of Trafera's Hubs (Marketing, Sales, Service, Content, Operations, Commerce)
- Manage the intake of change requests and prioritize them according to overall business objectives as defined by the Director of Enterprise IT and a committee of senior management
- Gather and create documentation related to business processes or functions
- Demonstrate a technical understanding of the implementation of business logic within CRM and integrations
- 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 deliverable on projects
- Clearly and concisely communicate with stakeholders to ensure scopes, timelines, progress and updates are provided regularly
Team Management
- Manage, motivate and develop a small team focused on CRM (Hubspot) and integrations (Make, API, file-based, others)
- Lead project and team meetings as needed
- Train team members in project management techniques
- Establish and maintain standards for project management within the team
Required Skills/Abilities:
- 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 effectively manage and prioritize multiple tasks
- 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 work experience
- Minimum 2 years working with a CRM system at a technical level (Hubspot, preferred)
- Minimum 2 years working with integration tools at a technical level (API, Make 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-office 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.
