Ann Arbor, MI - Marketing Specialist

JOB DESCRIPTION

• The purpose of the CRM/Sales Force Automation & Data Integrity Specialist job is to support attainment of W&P ENTERPRISE sales quota, revenue growth, contract/revenue retention through the timeliness, accuracy, and integrity of the CRM data and reporting, and management and optimization of SALES CRM/SFA processes and tools
• The primary responsibilities for this job include: CRM data management, campaign and lead management, pipeline and other reporting, system optimization and configuration, provide user support
• Loading and updating content / documents housed in Internal Documents and in Customer Content portal
• Entering or loading lists procured from tradeshows, webinars, directories, etc.
• Managing database ensuring bounced emails, duplicates, etc. are removed, new customer info added, changes in personnel ownership, etc.
• Search on Jigsaw, internet, etc. to find and load desired contacts for specific marketing campaigns (i.e., Medicaid)
• Manage Internal and Customer User IDs

Campaign & Lead Management

• Attend planning meetings with Marketing for upcoming digital campaigns
• Setting up campaign lists for all digital marketing campaigns (webinar invites, Engage, targeted campaigns, ENews, customer newsletter, tradeshow invitations, opt out to new leads, etc.
• Assigning leads from web, phone, webinars, tradeshows, etc. to sales rep

Pipeline & Other Reporting

• Pulling and distributing pipeline reports to management, field staff, requesting updates and reviews
• Develop a process to ensure integrity and accuracy of all data in reports
• Generate defined Sales and Marketing performance reports (e.g., vital factors, sales, dashboard, as defined and prioritized by Sales & Marketing business leaders
• Creating standard and ad hoc reports as requested by Sales and Marketing leadership on pipeline, won/lost, marketing activities, field activities, etc.
• Creating and maintaining dashboards for marketing and sales management

System Optimization & Configuration

• Establish CRM/SFA user group and schedule and facilitate meetings to solicit user feedback, suggestions and requests
• Work with end-users to explore ways to better use the CRM/SFA systems
• Communicate user feedback and needs to CRM/SFA vendors and to W&P ENTERPRISE management
• Work with user stakeholders to define additions and changes to existing configuration
• Make system configuration changes and additions to support additional business requirements

Provide User Support

• Deliver or coordinate the delivery of user training
• Provide individual and group coaching on systems operations and capabilities as necessary
• Respond to user questions and problems and ensure effective response/resolution
• Take action to address CRM/SFA system problems and/or escalate issues as necessary and appropriate
• Monitor, report user adoption and compliance

REQUIREMENTS:

• Candidates must have Salesforce.com experience
• Experienced supporting the process to manage and monitor sales quota, revenue growth, contract/revenue retention through the timeliness, accuracy, and integrity of the CRM data and reporting, and management and optimization of SALES CRM/SFA processes and tools
• (SFA is Salesforce.com)
• Bachelor’s Degree preferred
• Three to five years of healthcare industry experience in similar position
• Knowledge of sales/client services functions, business processes
• Excellent verbal and written communication skills
• Analytical/systems/innovative thinking
• Customer focus
• Ability to effectively handle multiple demands and competing priorities

SUBMIT RESUME to Resume@ABOUT-Consulting.com
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