CRM Associate
Summary
Maintains and optimizes CRM systems to support sales, marketing, and customer service teams, ensuring data accuracy and driving targeted campaigns in a software environment.
Job Title: CRM Associate
About the Role
Invicta Software is seeking a detail-oriented and proactive CRM Associate to join our dynamic team. This role plays a critical part in managing and optimizing our customer relationship management systems to enhance client engagement and drive business growth.
As a CRM Associate, you will collaborate closely with sales, marketing, and customer service teams to ensure data accuracy, streamline processes, and support targeted campaigns. If you are passionate about leveraging CRM tools to improve customer experiences and contribute to a fast-paced software environment, this opportunity is for you.
Key Objectives
Maintain and update CRM databases to ensure data integrity and accuracy.
Support the execution and analysis of CRM-driven marketing and sales campaigns.
Collaborate cross-functionally to optimize CRM workflows and reporting.
Provide timely insights and reports to aid decision-making across teams.
Responsibilities
Manage daily CRM data entry, cleansing, and validation tasks.
Assist in segmenting customer data for targeted communications.
Generate and distribute regular CRM reports on customer activity and campaign performance.
Work with marketing and sales teams to implement CRM best practices and automation.
Identify opportunities to improve CRM processes and recommend enhancements.
Support user training and troubleshoot CRM-related issues as needed.
Ensure compliance with data privacy regulations and company policies.
Qualifications
Bachelor’s degree in Business, Marketing, Information Technology, or a related field preferred.
1-2 years of experience working with CRM systems, preferably in a software or technology environment.
Proficiency with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics.
Strong analytical skills with the ability to interpret data and generate actionable insights.
Excellent attention to detail and organizational skills.
Effective communication skills and ability to collaborate with cross-functional teams.
Familiarity with data privacy standards and best practices.
Benefits
Competitive salary with performance-based incentives.
Comprehensive health, dental, and vision insurance plans.
Opportunities for professional development and career growth.
Flexible work arrangements to support work-life balance.
Collaborative and inclusive company culture.
Access to the latest tools and technologies in the software industry.