Cella · 3 hours ago
CRM & DATA SPECIALIST
Hauppauge, NY
Full-time
Onsite
Mid Level
$75K/yr - $85K/yr
3+ years expCella is seeking a hands-on CRM Specialist to own and evolve their customer relationship management systems. This role will be responsible for building out the current CRM infrastructure, implementing procedures and integrations, and developing marketing funnels that nurture leads while providing analytics that drive smarter business decisions.
Content MarketingDigital MarketingInformation Technology
Responsibilities
Audit the current CRM structure (objects, workflows, data hygiene) and design a prioritized roadmap for improvement and automation
Build and document standard operating procedures (SOPs) for CRM usage, lead routing, and data management
Implement new CRM features, automations, and integrations - including connecting CRM and ERP systems to ensure seamless data flow across departments
Collaborate with IT and Finance to align CRM and ERP data for accurate reporting on leads, customers, and revenue
Design, build, and optimize email nurture funnels and marketing campaigns that warm leads and move them through the sales pipeline
Maintain and segment subscriber lists and lead databases, ensuring ongoing data accuracy, and proper opt-in tracking
Develop and maintain lead scoring models, segmentation strategies, and lifecycle stage definitions
Produce and deliver regular dashboards and reports for Sales, Marketing, and Leadership - including campaign performance, funnel metrics, and attribution analysis
Provide CRM training, documentation, and ongoing support for internal users
Identify opportunities for process automation and improved data accuracy
General Marketing Assistance on Ad Hoc Marketing Projects as Assigned
Monitor and troubleshoot data syncs, deliverability, and workflow issues between CRM, ERP, and marketing systems
Conduct outbound follow-up calls on assigned leads to verify contact accuracy, understand lead intent, and confirm how each lead was handled by Sales
Document call outcomes, disposition, and next steps in the CRM, ensuring complete visibility into lead status and sales follow-up activity
Audit lead follow-up execution by confirming response timing, contact attempts, and resolution, and flag gaps or inconsistencies to Sales and Marketing leadership
Collaborate with Sales to validate lead routing and handling, ensuring SLAs are met and feedback loops are captured to improve lead quality and conversion
Qualification
Required
3+ years of experience working directly in a CRM environment (admin, operations, or implementation role)
Strong working knowledge of HubSpot, Zoho CRM, Salesforce, or similar platforms (admin or power-user level)
Experience with CRM-to-ERP integrations (e.g., NetSuite, SAP, QuickBooks, or custom systems)
Hands-on experience with email marketing automation, list segmentation, and nurture funnel design
Strong data management skills - including imports/exports, deduplication, data hygiene, and syncing between platforms
Proficiency with reporting and analytics tools (HubSpot Reports, Salesforce Reports, Zoho Analytics, Looker, Power BI, or Data Studio)
Familiarity with integration tools and APIs (Zapier, Make/Integromat, native connectors)
Comfort making professional outbound phone calls to prospects or internal stakeholders to validate lead status and sales activity
Ability to gather qualitative feedback from calls and translate insights into CRM reporting and process improvements
Strong attention to detail and process documentation skills
Excellent communication skills for cross-team collaboration and training
Preferred
Certifications: HubSpot (CRM/Marketing Hub), Salesforce Admin, or Zoho CRM
Experience in B2B
Benefits
Medical
Prescription
Dental
Vision
AD&D
Life insurance offerings
Short-term disability
401K plan
Company
Cella
Cella is a leading Creative Staffing And Consulting Agency.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-09-30Acquired
Leadership Team
Rob Williams
Vice President of Sales
Recent News
Company data provided by crunchbase