CRM Coordinator (Customer Relationship Management System)

The CRM Coordinator is responsible for supporting the day-to-day administration, data integrity, and operational effectiveness of the organization’s Customer Relationship Management (CRM) system. This role works closely with Sales, Marketing, and Service teams to ensure accurate customer data, efficient workflows, and reliable reporting that support revenue growth and customer engagement.

·       Administer and maintain CRM records including accounts, contacts, opportunities, and activities.

·       Support CRM users with onboarding, permissions, training, and basic troubleshooting.

·       Assist with CRM configuration such as custom fields, views, forms, dashboards, and workflows.

·       Monitor and maintain CRM data quality through audits, deduplication, and validation processes.

·       Support lead ingests, assignment, routing, and lifecycle management.

·       Build and maintain standard reports and dashboards; provide ad-hoc reporting as requested.

·       Document CRM processes, workflows, and best practices.

·       Support testing and deployment of new CRM features, enhancements, and integrations.

·       Collaborate cross-functionally to gather requirements and translate business needs into CRM solutions.

·       1–3 years of experience working with a CRM platform (e.g., Microsoft Dynamics 365, Salesforce).

·       Strong attention to detail with a focus on data accuracy and consistency.

·       Experience supporting Sales, Marketing, or Service teams.

·       Proficiency with Microsoft Excel or Google Sheets.

·       Strong written and verbal communication skills.

·       Ability to manage multiple priorities in a fast-paced environment.

·       Experience with marketing automation platforms (e.g., Eloqua, Marketo, HubSpot).

·       Basic understanding of CRM workflows, power automate, and integrations.

·       Experience creating reports and dashboards.

·       Familiarity with data governance, privacy, and compliance best practices.

·       CRM Administration

·       Data Management & Reporting

·       Process Improvement

·       Cross-Functional Collaboration

·       Problem Solving

·       Customer-Focused Mindset

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.