Cornelius · 19 hours ago
CRM Specialist
Cornelius Systems Inc. is seeking a highly skilled CRM Specialist to join their dynamic team. The role involves designing, implementing, and maintaining customer relationship management systems, specifically within the ZOHO CRM platform, while collaborating with cross-functional teams to ensure optimal performance.
Machinery ManufacturingManufacturing
Responsibilities
Provide day-to-day support for Zoho CRM users, including troubleshooting issues and responding to support requests
Help created and set up reports that the leadership team can review on a weekly basis
Perform regular database audits and data cleansing to ensure accuracy, consistency, and data integrity
Assist with importing, updating, and validating large datasets within CRM
Support data governance efforts and help enforce data standards across departments
Create and maintain CRM views, reports, and dashboards to support business needs
Assist with ad hoc reporting and data requests
Partner with Marketing and Analytics teams to help surface insights from CRM data, with guidance from the CRM Administrator
Work closely with Marketing, Sales and IT Data teams to support CRM-related initiatives
Assist with CRM enhancements and testing
Support ongoing CRM projects and process improvements as assigned
Qualification
Required
1 to 3 years of experience working with a CRM system (Zoho One preferred; Salesforce or similar CRM experience acceptable)
Experience supporting CRM users and performing data management tasks
Strong attention to detail and organizational skills
Ability to communicate clearly with both technical and non-technical users
Proficiency with Microsoft Excel at an intermediate level or higher
Preferred
Experience creating CRM reports and dashboards
Familiarity with basic CRM automation concepts (workflows, flows, or business rules)
Exposure to SQL, data visualization tools, or analytics platforms (preferred, not required)
Experience working in a marketing, sales support, or customer operations environment
Ability to manage multiple priorities and collaborate across teams
Assist with CRM onboarding for new employees and provide ongoing training support for existing users
Support CRM configuration activities under the guidance of the CRM System Administrator (fields, forms, views, and basic automations)
Help maintain CRM documentation, processes, and best practices
Benefits
401(k)
Dental insurance
Health insurance
Health savings account
Paid time off
Retirement plan
Vision insurance
Company
Cornelius
CORNELIUS IS THE WORLD'S LEADING SUPPLIER OF BEVERAGE DISPENSING AND COOLING EQUIPMENT.
Funding
Current Stage
Late StageTotal Funding
unknown1982-01-01Acquired
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