CRM Specialist at Wade Trim

Wade Trim logo
Wade Trim

CRM Specialist

us flag
United States

Hybrid

Full Time

#Corporate

#Marketing

#Data Entry

#Microsoft Word

#CRM

#Communication Skills

#Organizational Skills

Wade Trim is looking for a CRM Specialist

Sign up to unlock quick summaries and profile fit assessments

What We Offer:
Our excellent salary and benefits package includes medical, dental, vision, life insurance, short and long-term disability coverage, education reimbursement, 401(k), performance bonuses, and an employee stock program. Employee Resource Groups and Programs offered include the Young Professionals Group, Women at Wade Trim, Diversity, Equity and Inclusion, Professional Development, Leadership Development, Rotation Program, Mentor Program, Sustainability Program, and Wellness Program. A flexible, hybrid-remote work schedule is available after 90 days of employment.
Position Description:
Wade Trim wins a lot of work through a competitive proposal process. Quickly moving proposal requests through our review, approval, and development process is key to providing teams with enough time to prepare quality proposals. We are looking for an individual to oversee the review and approval process for our quick-fire proposals and perform data entry in our CRM.
 
This position will be part of Wade Trim’s team of 20+ marketing professionals that support business development for four client market segments – Water, Community Design, Industrial/Commercial/Energy, and Transportation. The individual will direct proposal requests down an administrative or marketing path and facilitate approvals and manage CRM data entry for the administrative path. The ideal candidate will have strong organizational and communication skills and excel working in a fast-paced, collaborative environment.

Responsibilities include:
  • Manage Request for Proposal (RFP) onboarding to direct requests through the appropriate process (marketing or administrative) for approval and to support developing the proposal.
  • Manage data entry in Unanet CRM for all administrative proposals from receipt of RFP through win or loss.
  • Collaborate with Go and Quality Reviewers to support timely approval of forms.
  • Collaborate with administrative staff to assign proposals for timely completion.
  • Maintain positive, collaborative working relationships with Go and Quality Reviewers, and technical and administrative staff to facilitate timely completion of proposals.
  • Perform quality checks on final proposals to confirm opportunity numbers are being used and proposals went down the appropriate production path.
  • Support performance evaluation reporting of administrative proposals including regular hit rate analyses.


  • Education:
  • High school diploma
  • Associates degree preferred


  • Desired skills/experience:
  • 10 years of experience in a professional business environment
  • Strong written and verbal communication skills
  • Experience using Microsoft Word and working with a CRM or other type of database 


  • About Wade Trim:
    Wade Trim is committed to maximizing the value of infrastructure investments. We’ve been solving complex engineering challenges for nearly a century. We customize our work approach to fit each project using a collaborative, friendly style to deliver solutions our clients can stand behind.
    Our supportive culture recognizes and strives to fulfill collective client, company, and individual needs. Mentoring and building skills of Wade Trim staff is a priority. Frequent interaction among staff is encouraged, company leadership is easily accessible, and opportunities are provided for staff to help shape the firm’s future through strategic planning. Work/life balance is supported through a flexible, hybrid work schedule that brings team members together in the office at least two days a week and connects them virtually when working from home.
    To solve our clients’ toughest challenges, we’ve devoted ourselves to delivering innovative solutions. Our Office of Applied Technology (OAT) is dedicated to seeking new technologies or ways to apply existing technologies to enhance value to our clients and positively impact communities. All staff are encouraged to share ideas and suggestions for innovative technologies or processes to adopt. This open-minded approach enables us to advance technology, foster innovation, and stay ahead of our clients’ needs.
    Wade Trim’s success is shared by the employees that make it happen. Since our beginning, our firm has been 100% employee owned. This cultivates an ownership mindset that benefits our work approach, collaborative culture, and ability to deliver client solutions. We believe employee ownership drives the sustainability and growth of our firm and provides all our employees with opportunities for financial success.
    If you are looking for a challenging and rewarding career in a friendly environment, please submit your resume by visiting the Careers section of our website at http://www.wadetrim.com/careers.
    Wade Trim is an Affirmative Action/Equal Opportunity Employer.
    Wade Trim logo

    Wade Trim

    5 views

    0 applied

    Social Media

    Visit Wade Trim
    Share this job
    Copy Permalink
    Open roles at Wade Trim
    Wade Trim logo
    Wade Trim

    Proposal Manager

    us flag
    United States

    Hybrid

    Full Time

    #Corporate

    #Marketing

    #Proposal Development

    #adobe indesign

    #CRM

    #Team Leadership

    Wade Trim logo
    Wade Trim

    Process Improvement Specialist

    us flag
    United States

    Hybrid

    Full Time

    #Corporate

    #Marketing

    #Continuous Improvement

    #Documentation

    #Project Management

    #adobe indesign

    #Photoshop

    #Acrobat

    #Microsoft Excel

    #Microsoft PowerPoint

    Wade Trim logo
    Wade Trim

    Senior Proposal Specialist

    us flag
    United States

    Hybrid

    Full Time

    #Corporate

    #Marketing

    #Adobe Creative Suite

    #Microsoft

    #Organizational Skills

    #Facilitation

    #Communication

    #Writing

    #Editing

    #Layout

    #Presentation Design

    Discover similar jobs
    Sana logo
    Sana

    Customer Success Associate

    Remote

    Full Time

    #Customer Support

    #Health Insurance

    #Time Management

    #Communication Skills

    #Compliance

    #Issue Tracking

    #Navigation

    Ethos Life logo
    Ethos Life

    Annuity Sales Representative

    70k - 200k USD

    Remote

    Full Time

    #Sales

    #Telesales

    #Salesforce

    #Customer Service

    #CRM Software

    #Time Management

    #Communication Skills

    #Pipeline Management

    B
    Bounce

    UX/Product Researcher

    Remote

    Contractor

    #UX Research

    #Product Research

    #Design

    #Research

    #Qualitative Research

    #Ops

    #user

    #Coaching

    #Communication Skills

    Pathstream logo
    Pathstream

    Director, End User Content Strategy

    120k - 175k USD

    Remote

    Contractor

    #Content Strategy

    #Marketing

    #Content Marketing

    #Creative Direction

    #Video Production

    #Writing

    #Data Analysis

    #Contractor Management

    #Content

    #Brand

    #Collaboration

    Outsourcedstaff logo
    Outsourcedstaff

    Senior Video Editor

    Remote

    Full Time

    #Social Media

    #Video Editing

    #Marketing

    #Adobe Premiere Pro

    #After Effects

    #Photoshop

    #Graphic Design

    #Photo Editing

    #Storytelling

    C
    Chili Piper

    Sales Development Representative

    Remote

    Full Time

    #Sales

    #Outbound Sales

    #B2B SaaS

    #Outbound Prospecting

    #Lead Generation

    #Sales Strategy

    #Analytical Skills

    #Communication Skills

    #Outreach

    #Cold Calling

    #Product

    S
    Sahara AI

    Social Media Manager

    Remote

    Contractor

    #Social Media

    #Web3

    #Marketing

    #Social Media Marketing

    #Content Creation

    #Community Engagement

    #Analytics

    #Twitter

    #Discord

    #YouTube

    #Figma

    #Copywriting

    Cagents logo
    Cagents

    Marketing Creative Coordinator

    Remote

    Full Time

    #Marketing

    #Graphic Design

    #Project Management

    #adobe indesign

    #Adobe Illustrator

    #Adobe Photoshop

    #Microsoft Office

    #Canva

    #Video Editing

    #Social Media

    G
    GoDefineSolutions

    Microsoft Dynamics Developer

    Remote

    Full Time

    #Technology

    #CRM

    #Microsoft Dynamics

    #.NET

    #Dynamics 365

    #Agile Methodology

    #Jira

    #System Integration

    #Data Migration

    #Automation Testing

    Harold Jean-Louis, Inc. logo
    Harold Jean-Louis, Inc.

    Social Media Marketer

    Remote

    Internship

    #Social Media

    #Marketing

    #Content Creation

    #Strategy

    #Database Development

    R
    Rallyuxr

    Account Executive

    us flag
    United States

    120k - 150k USD

    Remote

    Full Time

    #User Research

    #B2B Sales

    #SaaS

    #Sales

    #Outbound Strategies

    #Enterprise

    #Communication Skills

    #Ops

    #Closing

    Celerion logo
    Celerion

    Inside Sales Representative

    Remote

    Full Time

    #Business Development

    #Sales

    #Clinical Research

    #CRM Software

    #Sales Analytics

    #Lead Generation

    #LinkedIn

    #Communication Skills

    #Presentation Skills

    Momentum Data logo
    Momentum Data

    Global ABM Director

    Remote

    Full Time

    #Account Based Marketing

    #B2B Marketing

    #Martech

    #Marketing

    #Strategy

    #Pipeline Generation

    #Sales

    #Orchestration

    #ROI

    #B2B SaaS

    #Collaboration

    McFadyen Digital logo
    McFadyen Digital

    Sales Director

    Remote

    Full Time

    #Digital

    #Sales

    #Technology

    #Sales Cycle Management

    #Pipeline Building

    #Cold Calling

    #Channel Partnerships

    #CRM

    #Digital Marketing

    #AI

    R
    refurbed

    Category & Sales Marketing Analyst

    Remote

    Full Time

    #Marketing Analyst

    #Performance Marketing

    #Data Analysis

    #Category Management

    #Marketing Operations

    #Management

    #Planning

    #CRM

    #SQL

    #Excel

    #Google Analytics

    Level99 logo
    Level99

    Manager Field Marketing Partnerships PR

    Remote

    Full Time

    #Field Marketing

    #Partnerships

    #Public Relations

    #Marketing

    #Brand Partnerships

    #Project Management

    #Campaigns

    #Event Management

    #Data Analysis

    #Relationship Building

    #Creative Strategy

    Treasury Prime logo
    Treasury Prime

    Bank Sales Director

    150k - 300k USD

    Remote

    Full Time

    #Banking

    #Sales

    #Fintech

    #Sales Strategies

    #Sales Cycle

    #Account Management

    #Communication Skills

    #Technical Sales

    #SaaS Sales

    #Financial Services

    SocialLighthouse1 logo
    SocialLighthouse1

    Social Media Community Manager

    Remote

    Part Time

    #Social Media

    #Community Management

    #Marketing

    #Content Creation

    #Community Engagement

    #Monitoring

    #Content

    #Copywriting

    #TikTok

    #YouTube

    U
    UpCodes

    Sales Development Representative

    Remote

    Full Time

    #Sales

    #Business Development

    #CRM Platforms

    #Lead Generation

    #Sales Pipeline

    #Communication Skills

    Synchrony Group logo
    Synchrony Group

    Project Coordinator

    Remote

    Full Time

    #Project Management

    #Communications

    #Microsoft Excel

    #Microsoft Word

    #Microsoft PowerPoint

    #Administrative Support

    #Reporting

    #Management

    #Content Management Systems

    #Organizational Skills

    Your dream job awaits.

    Explore exciting opportunities, connect with top employers, and ignite your career.