CRM Specialist

Role Overview

The CRM Specialist is responsible for ensuring the accuracy, consistency, and effective use of CRM data across the firm, supporting business development and marketing efforts.

What You Will Do

Manage CRM data updates, provide day-to-day support to CRM users, participate in testing and validation of new CRM features, and produce and distribute CRM data and usage reports.

Why It Might Be a Fit

The ideal candidate will have a strong command of data management practices, exceptional attention to detail, and the ability to work independently and collaboratively as part of a cross-functional team.

Requirements

• Bachelor's degree in a technology-related field
• Minimum of two years' hands-on CRM experience
• Demonstrated experience serving as a CRM data steward
• Strong command of data management practices
• Exceptional attention to detail
• Ability to work independently and collaboratively
• Clear, professional communication skills

Benefits

• Total compensation package with bonuses and raises
• Comprehensive benefit program including health and wellness plan, life and disability insurance, flexible spending accounts, health savings account, 401(k) plan, profit sharing plan, and Paid Time Off (PTO) program