Customer Relationship Management Coordinator

Job Summary

Responsible for supporting department leadership and staff by assisting with system administration tasks, such as user management, ensuring data quality, creating/maintaining campaigns, reports and dashboards in the Target X and Salesforce CRM or similar system. Works with the leader to empower various channels to leverage technology to enhance student engagement, recruitment, and retention efforts. Identifies and acts on training needs, consults with best practices on how to implement new initiatives and communicate opportunities and changes in the system to a wide array of audiences from end users to the leaders.

Responsibilities

KEY RESPONSIBILITIES:

1. Serve as a point of contact for the institution's CRM system, acting as a liaison between end users and technical support teams
2. Continuously improve upon the value derived from the CRM platform
3. Collaborate with stakeholders across departments to gather requirements and implement CRM solutions that meet their needs.
4. Develop and implement CRM workflows, processes, and automation to streamline business processes and improve efficiency.
5. Creates dashboards that provide high utility in allocating resources (route planning, marketing automation, etc.) and assessing productivity (sales team ranking, yield, etc.)
6. Evaluates and recommends improvements to tools and processes
7. Handles all administrative functions including user account maintenance, data cleanup, recurring reports, and communication
8. Manages and coordinates with IT Salesforce.com data feeds and application integrations, maintaining ownership of Salesforce CRM and customer data structure
9. Proficiently performs research into problems if the solution is not readily apparent
10. Create and manage communication campaigns in TargetX, Salesforce CRM and/or similar system
11. Serves as expert for all TargetX and Salesforce training to empower all levels with functional knowledge of our CRM or similar system