CRM Integration Specialist is responsible for Customer Relationship Management (CRM) system integration. Ensures all functions of CRM system effectively work with all other applications and operating systems. Being a CRM Integration Specialist requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. The CRM Integration Specialist supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a CRM Integration Specialist typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
This position will work as a liaison between the Marketing team and cross-functional departments such as Sales, IT, Data Governance, Owner Insights and Legal to understand requirements needed for CRM process and system enhancements and ensure that they are executed appropriately. While doing so, an individual in this position will be responsible for ensuring that the CRM is set up in a way that allows for efficient and accurate data collection and segmentation. Additional duties include assisting in CRM data gathering and analysis.
Collaborate with departments such as IT, BI&A, Sales, HR, Data Governance and Legal to explore enhancements to CRM processes.
Act as the "Voice of the Customer" to be relied upon for the CRM Development team for any enhancements or bug fixes.
Ensure proper processes are in place to build accurate segmented audiences, that can be pulled efficiently, for communications such wide-spread weather impacts, regional event invites, or other special events.
Collaborate with Legal to ensure best practices are maintained in data gathering and utilization efforts.
Additional duties include assisting in CRM data gathering and analysis and supporting efforts of the CRM Marketing Team in Data Cloud and Marketing Cloud. This includes, but is not limited to, pulling data as required for execution of Marketing Department initiatives.
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