What are the responsibilities and job description for the CRM Analyst position at J Kokolakis Contracting Inc?
Reports To: Vice President of Marketing
Position Type: Full-Time
Work Arrangement: Flexible (In-Office or Hybrid options available based on candidate and business needs)
Kokolakis is looking for a driven and detail-oriented CRM Analyst to help power our growth. This role is all about turning data into opportunity by bringing clarity to our pipeline, strengthening client relationships, and giving our teams the insights they need to win more work.
You’ll sit at the center of business development, marketing, and operations, helping connect the dots between people, projects, and pursuits. From keeping our CRM clean and actionable to identifying new opportunities and supporting strategic decisions, your work will directly impact how we compete and succeed.
If you enjoy creating order out of complexity, spotting patterns in data, and making systems easier for everyone to use, this role offers the chance to make a meaningful impact across the organization.
Essential Duties and/or Responsibilities:
CRM Data Management
- Maintain accurate and up-to-date client, contact, and project records
- Clean and standardize data across offices and teams
- Develop and enforce CRM standards, workflows, and governance
- Support CRM system integrations (including Procore) and drive user adoption
- Train staff on CRM usage and best practices
Pipeline & Pursuit Tracking
- Track and manage opportunities including RFQs, RFPs, and bids
- Monitor procurement platforms and opportunity sources
- Maintain accurate pipeline data and backlog projections
- Track and analyze win rates, hit rates, and overall performance metrics
Reporting & Dashboards
- Prepare and distribute weekly business development reports (pipeline, wins/losses)
- Develop dashboards and reporting tools for leadership visibility
- Conduct market sector analysis (solid waste, aviation, healthcare, federal, etc.)
- Lead weekly Go/No-Go meetings, identifying opportunities and supporting decision-making
Business Development Support
- Identify dormant clients and support re-engagement strategies
- Track client touchpoints including meetings, networking events, and interactions
- Collaborate with business development and leadership on pursuit strategy
Marketing Integration
- Support proposal teams with project data and staff resumes
- Maintain project sheets and the company’s experience database
- Ensure alignment between CRM data and marketing materials
Qualifications, Experience and Education:
- Bachelor’s degree in Business, Marketing, Data Analytics, or a related field, or equivalent experience
- 3 years of experience in CRM management, data analysis, or business development support
- Experience in the construction, AEC, or related industry preferred
- Proficiency with CRM platforms (ProjectMark or similar systems preferred)
- Strong analytical skills with the ability to interpret data and provide actionable insights
- Advanced proficiency in Microsoft Excel and reporting tools
- Strong organizational skills with high attention to detail
- Excellent communication skills with the ability to work cross-functionally
Benefits
- 100% Employer-Paid Benefits for Employees (Medical, Vision, Dental)
- Competitive Salary
- 401k Match
- Company Employee Stock Ownership Program (ESOP)
- Cell Phone Allowance
- 3 Weeks PTO
- Holidays
- Volunteer Time Off
- Summer Fridays
- Paid Parental Leave
- Paid CPE/Dues/Licenses
- Mileage Reimbursement
- Fitness Reimbursement
- Tuition Reimbursement
- Referral Bonus
- Fun Culture & Employee Events
Kokolakis is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity, or age.
Attention All Third-Party Agencies, Headhunters, and Recruiters
Kokolakis will not accept candidate submissions by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to Kokolakis will be considered the property of Kokolakis. Kokolakis will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. Kokolakis will not be obligated and will not, under any circumstances, pay any fees to said third parties submitting candidates in this manner. Kokolakis only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with Kokolakis from third parties must be through our Human Resources Recruiting department. Outside recruiters are asked not to contact our hiring managers directly. Any contact made outside of the Kokolakis Human Resources Recruiting Department by a third party will cancel any future business relationships between the third party and Kokolakis.