Customer Relationship Management Data Associate

The Customer Relations Management Data Associate supports the daily operations of the Educational Partnership and Business Development departments. Working closely with department chiefs and managers, this role provides data review, entry, and administrative support to ensure the effective execution of office operations, partnership development, retention efforts, and project initiatives.

The position is responsible for entering, reviewing, and maintaining data across multiple databases to ensure accurate and reliable recordkeeping. Additional duties include organizing files and collecting and managing data used for projections and sales analysis, enabling informed decision-making by the teams. The CRM Data Clerk also provides customer relationship management (CRM) support to the sales, success, and business development teams to enhance data dashboards and a consistent reporting cadence on a weekly, monthly and quarterly sequence. 50% of this role will be supporting Business Development and 50% of the role will be supporting Educational Partnerships.

Primary Duties & Responsibilities Include

• Create spreadsheets, reports, sequences, and dashboard visuals to track important customer information and orders. Run daily, weekly, monthly, and quarterly reports in CRMs and assist other team members as required.
• Utilize Tools (Burbio/grants/state initiatives) to project sales opportunities and resources for funding opportunities.
• Design data systems (daily, weekly, monthly reports) to track longitudinal and predict future trends.
• Generate comparison data between identified time periods.
• Basic understanding of and ability to interpret relational data.
• Survey analysis.
• Maintains database(s) by entering new and updated customer and account information by reviewing, correcting, deleting, or reentering data.
• Processes customer and account source documents by reviewing data for deficiencies.
• Maintains data entry requirements by following data program techniques and procedures.
• Combines data from multiple systems when account information is incomplete.
• Purges files to eliminate data duplication and follow data entry standards.
• Maintains operations by following policies and procedures and reporting needed changes.
• Contributes to team effort by accomplishing related results as needed.
• Provide administrative support in ways to visually represent data.
• Report on trend data, key findings of process effectiveness, and provide impact of the data.
  
  

Knowledge, Skills & Abilities Required

• Associate's degree, or equivalent college courses, preferred.
• Proficiency with Microsoft Office suite and Google suite.
• Experience with report configurations in Excel (pivot tables and visuals).
• Experience in writing technical code.
• Excellent verbal and written communication skills.
• Able to work in an open suite, highly collaborative environment.
• Fast and accurate data entry skills.
• Strong organizational, time management, and technical skills.
• Able to prioritize tasks and keep up with multiple projects simultaneously.
• Able to work closely with the Chief/Manager in order to take initiative and work independently.
• High accountability for performance; receives and applies performance feedback.
• Salesforce, DocuSign, and HubSpot experience preferred.
• Ability to work individually and independently, and as a team member.
• Able to remain engaged in and on task in work despite interruptions.
• Shows initiative, avoids confusion, and maintains prompt attention and management of email communication and associated actions.
• Work is characteristically accurate, error-free, and demonstrates attention to detail.
• Consistently contributes to a high-functioning, highly collaborative department culture, as well as has the disposition and composure to support and learn from others.
• Disposition is consistently professional, cooperative, and collegial as evidenced by workplace maturity, composure, perspective, transparency, reliability, integrity, and trustworthiness.
• Regular, reliable, and prompt attendance.
• Respects and values diversity; represents CRS positively and professionally with clients, vendors, and the community at large in both real and virtual interactions.
• Caring for and commitment to the vision, mission, and welfare of CRS.
• Flexible and able to adapt to a changing, sometimes rapidly, environment.
• Strong work ethic and ability to complete tasks responsibly and accurately.
  
  

Physical Requirements

• Able to use a computer or phone for up to 8 hours per day with breaks and lunch.
• Able to lift up to 30 pounds
• Must be able to show proof of COVID-19 primary vaccinations or submit a medical or religious exemption.
• Must be able to work in an open-suite environment at an assigned location, in the office, 40 hours a week.
  
  

Work Hours: 8:00 A.M. – 4:30 P.M. Monday – Friday in the Turners Falls, Massachusetts office. Rare, but occasional weekend work may be required to support projects or events.

This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Individual jobholders' responsibilities, tasks, and duties may vary from the above description. Other duties, as assigned by the jobholder's supervisor, may also be required.