The Boelter Companies · 2 months ago
CRM Manager (Hubspot)
Pewaukee, WI, USA
Full-time
Onsite
Senior Level
5+ years expThe Boelter Companies is a long-standing organization focused on providing high-quality products and services in the restaurant supply, hospitality, and beverage industries. The CRM Manager is responsible for managing and optimizing the CRM system to enhance customer relationships and streamline business processes, ensuring it aligns with sales and operational objectives.
CommercialFood and BeverageRestaurants
Responsibilities
Optimize Existing CRM Configuration for Sales Efficiency - Take ownership of the current CRM system to enhance its functionality and ensure it fully supports sales and customer success processes. Responsibilities include auditing the existing setup, identifying gaps in workflow alignment, and implementing improvements for lead management, pipeline visibility, and reporting accuracy. Work closely with sales leadership to customize features, streamline integrations, and drive user adoption, ensuring the CRM becomes a strategic tool for maximizing sales performance
Process Optimization – works to align the CRM with business workflows. Implements automated processes, create custom fields, dashboards, and reports, and fine-tune workflows to improve operational efficiency and sales performance
User Support & Training – provides training and support to users, helping associates understand system functionalities and best practices. Ensures the organization maximizes the value of the CRM for customer engagement and productivity
Reporting & Analytics – generates reports and insights to inform business strategies. Analyzes customer behavior, track key performance indicators, and provide actionable recommendations for marketing, sales, and customer service
Integration & Upgrades – manages integrations with other systems where applicable and oversees system upgrades or new feature deployments, ensuring minimal disruption and continued alignment with business needs
System Management – oversees the configuration, maintenance, and user access of the CRM system. This includes creating user profiles, managing permissions, and ensuring data integrity. They troubleshoot technical issues and coordinate with IT or vendors to maintain system performance
Data Management & Quality – ensures that customer data is accurate, complete, and up-to-date. This involves regular data cleansing, deduplication, and validation processes. High-quality data supports better analysis, reporting, and decision-making
Qualification
Required
Bachelor's degree in Business, Information Technology, or a related field
Proven success in managing multi-site operations and large teams
Strong analytical skills, problem solving abilities, and a customer oriented approach are essential
Excellent organizational, decision-making, and communication skills
Ability to work in a fast-paced, high-growth environment and drive change
Preferred
5+ years experience in Hubspot administration is preferred
Benefits
Medical & Prescription Drug
Dental
Vision
Flexible Spending
Health Savings Accounts
Long-Term Disability
Basic Life/AD&D
Supplemental Life/AD&D
Short-Term Disability coverage is provided via salary continuation at a rate of 60% of your base salary.
401(k) contributions can start as soon as the first payroll of employment and include a company match.
Paid Time Off
Associate discounts at our stores
On Demand pay
Company
The Boelter Companies
For over 90 years, Boelter Companies has served as a dedicated partner to restaurants, breweries, and distilleries all over the country.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Dan Holen
Co-Founder of Boelter Blue/Project Manager/Business Development/Sales
Recent News
2024-03-06
Company data provided by crunchbase