Customer Relationship Management Administrator

This position will be responsible for the day-to-day management of our corporate CRM system

(Followup CRM). The CRM system is shared across many divisions in North America. The CRM is a

crucial part of our business development, project pipeline and estimating logs. It is also accessed

for analytical data in M&A.

This role ensures data accuracy, user support, and system evolution in collaboration with our CRM

software provider. The CRM System Administrator will play a pivotal role in onboarding new users, integrating acquired companies [into the CRM], and driving consistent adoption across divisions.

Key Responsibilities

Data Management

• Periodically vet, scrub, and reconcile CRM data to maintain accuracy and consistency.
• Align and integrate data from newly acquired companies into the corporate CRM.

User Administration

• Maintain and manage user accounts, permissions, and access levels.
• Ensure onboarding and training programs are completed by new users.
• Provide ongoing support to users and department leaders to ensure proper procedural use.
• Responsible for maintaining proper entry and maintenance of companies and owners.

System Development & Collaboration

• Coordinate data requirements from our Finance, Accounting and M&A teams.
• Partner with the CRM software provider to enhance system functionality, reporting, and customization.
• Gather feedback from users and communicate system improvement needs to the provider.
• Develop and implement integration plans for acquired companies, including data alignment, reconciliation, and training.

Training & Adoption

• Facilitate onboarding sessions and refresher training for employees across divisions.
• Serve as the primary point of contact for CRM-related inquiries and troubleshooting.
• Promote best practices to maximize CRM adoption and value across the organization.

Qualifications

• Organized and attentive to details.
• Bachelor’s degree in Business, Information Systems, or related field preferred.
• 3 years of experience in CRM administration, customer support, or data management.
• Success in change management and cross-functional collaboration.
• Strong technical aptitude with the ability to quickly learn and adapt to new software.
• Excellent communication, problem-solving, and organizational skills.
• Experience with mergers and acquisitions integration is a plus.
• Prior experience in construction or related industries is advantageous but not required.