Lonestar Electric Supply · 1 month ago
Marketing & CRM Specialist
Houston,TX,US
Full-time
Onsite
Mid LevelLonestar Electric Supply is seeking a Marketing & CRM Specialist to support the company-wide rollout of their Customer Relationship Management platform. The role involves executing the CRM rollout strategy, providing user training, and ensuring data quality and system usage across all branches.
ElectronicsLogistics
Responsibilities
Execute the CRM rollout plan as defined by corporate leadership
Lead onsite onboarding sessions and user training for branch teams across multiple regions
Support branch managers, inside/outside sales teams, counter sales, and quotations personnel through early adoption and ongoing system usage
Gather user feedback, identify common challenges, and communicate needs or issues to leadership and the CRM vendor
Provide first-line CRM support, including workflow questions, navigation assistance, and basic troubleshooting
Create user-friendly resources such as SOPs, quick reference guides, and step-by-step documentation
Set up and deactivate users; manage access permissions and profiles
Build and maintain dashboards, reports, list views, and basic workflow automations as directed by leadership
Configure fields, picklists, and layouts within the CRM based on approved requirements
Support marketing automation activities including email sequences, lead-nurture workflows, segmentation, and campaign setup
Assist with reporting and customer intelligence projects for the marketing team
Perform data imports, cleanups, deduplication, and quality checks (e.g., vendor lists, trade show data, lead files)
Monitor CRM integrations with Eclipse ERP and Office 365, escalating issues to IT or vendor support when needed
Serve as Lonestar’s primary liaison with the CRM vendor for escalations, bug reporting, and troubleshooting
Log issues clearly, track resolution progress, and maintain communication with internal stakeholders
Qualification
Required
Experience supporting or administering CRM platforms such as Salesforce, HubSpot, Dynamics, Zoho, or equivalent
Experience building CRM dashboards, reports, and entry-level workflow automations
Familiarity with marketing automation tools, CRM-based campaign builders, and segmentation
Understanding of ERP and CRM data flows
Strong communication, presentation, and training skills; comfortable leading onsite group sessions
Ability to travel extensively (3–5 days per week)
Strong organizational skills with the ability to manage multiple priorities across branches
Detail-oriented approach to data maintenance and documentation
Must be able to remain in a stationary position 50% of the time
Constantly operates a computer and other office productivity machinery such as a calculator, copy machine, and printer
Must be able to travel frequently by car and air and work onsite at branch locations
Preferred
Eclipse ERP experience strongly preferred
Benefits
Medical, dental, life, and vision insurance
401(k) Retirement Plan and Match
Paid Time Off
Specified Holiday Pay
Company
Lonestar Electric Supply
Lonestar Electric Supply is a wholesale company offering electrical supplies distribution services.
Founded in 2015
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Metzler
CEO
Alex Lew
Chief Financial Officer
Recent News
2025-08-24
The Journal Record
2024-12-04
Company data provided by crunchbase