CRM Specialist - 2649

What We Offer :

Our excellent salary and benefits package includes medical, dental, vision, life insurance, short and long-term disability coverage, education reimbursement, 401(k), performance bonuses, and an employee stock program. Employee Resource Groups and Programs offered include the Young Professionals Group, Women at Wade Trim, Diversity, Equity and Inclusion, Professional Development, Leadership Development, Rotation Program, Mentor Program, Sustainability Program, and Wellness Program. A flexible, hybrid-remote work schedule is available after 90 days of employment.

Position Description :

Wade Trim wins a lot of work through a competitive proposal process. Quickly moving proposal requests through our review, approval, and development process is key to providing teams with enough time to prepare quality proposals. We are looking for an individual to oversee the review and approval process for our quick-fire proposals and perform data entry in our CRM.

This position will be part of Wade Trim's team of 20 marketing professionals that support business development for four client market segments – Water, Community Design, Industrial / Commercial / Energy, and Transportation. The individual will direct proposal requests down an administrative or marketing path and facilitate approvals and manage CRM data entry for the administrative path. The ideal candidate will have strong organizational and communication skills and excel working in a fast-paced, collaborative environment.

Responsibilities include :

• Manage Request for Proposal (RFP) onboarding to direct requests through the appropriate process (marketing or administrative) for approval and to support developing the proposal.
• Manage data entry in Unanet CRM for all administrative proposals from receipt of RFP through win or loss.
• Collaborate with Go and Quality Reviewers to support timely approval of forms.
• Collaborate with administrative staff to assign proposals for timely completion.
• Maintain positive, collaborative working relationships with Go and Quality Reviewers, and technical and administrative staff to facilitate timely completion of proposals.
• Perform quality checks on final proposals to confirm opportunity numbers are being used and proposals went down the appropriate production path.
• Support performance evaluation reporting of administrative proposals including regular hit rate analyses.

Education :

Desired skills / experience :

About Wade Trim :

Wade Trim is committed to maximizing the value of infrastructure investments. We've been solving complex engineering challenges for nearly a century. We customize our work approach to fit each project using a collaborative, friendly style to deliver solutions our clients can stand behind.

Our supportive culture recognizes and strives to fulfill collective client, company, and individual needs. Mentoring and building skills of Wade Trim staff is a priority. Frequent interaction among staff is encouraged, company leadership is easily accessible, and opportunities are provided for staff to help shape the firm's future through strategic planning. Work / life balance is supported through a flexible, hybrid work schedule that brings team members together in the office at least two days a week and connects them virtually when working from home.

To solve our clients' toughest challenges, we've devoted ourselves to delivering innovative solutions. Our Office of Applied Technology (OAT) is dedicated to seeking new technologies or ways to apply existing technologies to enhance value to our clients and positively impact communities. All staff are encouraged to share ideas and suggestions for innovative technologies or processes to adopt. This open-minded approach enables us to advance technology, foster innovation, and stay ahead of our clients' needs.

Wade Trim's success is shared by the employees that make it happen. Since our beginning, our firm has been 100% employee owned. This cultivates an ownership mindset that benefits our work approach, collaborative culture, and ability to deliver client solutions. We believe employee ownership drives the sustainability and growth of our firm and provides all our employees with opportunities for financial success.

If you are looking for a challenging and rewarding career in a friendly environment, please submit your resume by visiting the Careers section of our website at http : / / www.wadetrim.com / careers .

Wade Trim is an Affirmative Action / Equal Opportunity Employer.

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