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CRM Specialist

₱19,000 - 20,000 per month

2 to 4 Years

With business certificates

Established in 1997
1001-5000 Employees

Basak, Lapu-Lapu City, Cebu

Total vacancies for this job title : 1

Posted On: May 05, 2021

Job ID: 377699


The CRM Specialist will work closely with SVP, Sales Strategy & Enablement and will assist with implementing and managing Dynata's database of customer contacts, updating records to meet specific reporting needs and making sure data in the system is "clean".
Dynata's CRM is designed to help Dynata manage customer data, marketing, customer support, business processes, automated sales, sales reporting, employee management and other ad hoc reporting needs. The CRM Specialist should be highly data literate and have an exceptional eye for detail who excels in a high-paced company with high expectations.
The role will involve working closely with a Global Sales, Marketing & Finance stakeholder group to ensure correct processes are in place to support Dynata's CRM data strategy.
The responsibilities include but are not limited to;
  • Gathering, identifying and analyzing CRM requirements and ensure that they are met.
  • Assisting in creation of long-term strategic goals for high data quality and appropriate data use.
  • Monitoring data quality, data migrations and data integration.
  • Investigating and analyzing reported defects
  • Evaluating and configuring CRM system and providing detailed end user documentation.
  • Providing support to end users, diagnosing and resolving problems
  • Supporting on a wide range of tasks focused on reporting, insights delivery, process improvement and providing system support to drive operational success of the Sales Team
Tasks will include:
  • Managing the processes associated with maintaining accurate and timely updates to all Account Ownership, Sales Targets, Account Roles, Territory and Team Membership Assignments to enable accurate and timely Sales Performance Reporting.
  • Designing and implementing processes required to efficiently and consistently onboard new Customer records
  • Exception reporting on any possible data issues and working with the Stakeholder groups to address these.
  • Establishing and communicating on relevant metrics to monitor progress vs Dynata's CRM data strategy. 
The successful candidate should have the following:
  • Experience working with a CRM
  • Excellent organizational and communication skills
  • Have experience of working in a Customer facing support or sales role
  • Must be focused on quality i.e. delivering excellent services to the company and customers
  • Ability to work with people of varying technical skills
  • Ability to effectively communicate complex concepts
  • Strong spreadsheet skills
  • Excellent business analysis and problem-solving skills

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