CRM Data Management Specialist @ Atlas | Jobright.ai
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Atlas · 22 hours ago

CRM Data Management Specialist

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Responsibilities

Assist with the regular upkeep of the Deltek VantagePoint CRM system, including data entry, data cleanup, and regular audits to ensure accuracy.
Respond to user inquiries and troubleshoot basic CRM issues, escalating more complex issues to senior team members as necessary.
Support the CRM team in creating and updating reports and dashboards using PowerBI, ensuring data is presented accurately and clearly for decision-making.
Help prepare and update training materials and documentation to improve user understanding and engagement with the CRM system.
Work closely with cross-functional teams (Sales, Marketing, IT) to support CRM needs and help drive adoption of the system’s tools and functionalities.
Regularly monitor and improve data quality by conducting data validation, de-duplication, and cleanup efforts under the guidance of the CRM leadership.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Deltek VantagePoint CRMPowerBIData managementData accuracyBasic reporting toolsData visualizationTeam-oriented mindset

Required

Bachelor's degree in Information Systems, Business Administration, or a related field; or equivalent experience.
1-2 years of experience in an administrative, data management, or support role, working with Deltek VantagePoint CRM or similar CRM system.
Experience with PowerBI or similar data visualization tools, with a strong willingness to expand skills in data reporting practices.
Strong attention to detail and commitment to data accuracy.
Excellent communication skills with a team-oriented mindset and eagerness to provide user support.
Willingness to learn CRM and data management best practices, including data integration and hygiene.
Ability to prioritize tasks and adapt in a fast-paced environment.

Preferred

Familiarity with CRM systems, preferably Deltek VantagePoint.
Basic knowledge of reporting tools, such as PowerBI, Excel, or other data analysis software.
Interest in CRM and data management as a career path.

Benefits

Health
Dental
Vision
Life
AD&D
Voluntary life / AD&D
Disability benefits
Leaves of absence
401k
Paid time off
Paid holidays
Employee assistance program
Educational assistance program

Company

Atlas

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WHO WE ARE Atlas provides professional testing, inspection, engineering, environmental and consulting services nationwide.

H1B Sponsorship

Atlas has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (3)
2021 (1)
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$145M
Key Investors
Blackstone Credit
2023-01-31Acquired
2020-02-18Post Ipo Equity· $145M
2020-02-18IPO

Leadership Team

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L. Joe Boyer
Chief Executive Officer
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Jeanne DiBella
CFO
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Company data provided by crunchbase
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