Wade Trim
CRM Specialist
Hybrid
Full Time
#Corporate
#Marketing
#Data Entry
#Microsoft Word
#CRM
#Communication Skills
#Organizational Skills
Wade Trim is looking for a CRM Specialist
Full TimeSeniorHybridUnited StatesCorporateMarketingData EntryMicrosoft WordCRMCommunication SkillsOrganizational SkillsEnglish401kDental insuranceDisability insuranceFlexible hoursHybrid workLife insuranceMedical insuranceVision insurance
We are looking for a Senior CRM Specialist to join our team of over 20 marketing professionals at Wade Trim. For nearly a century, we have solved complex engineering challenges and maximized the value of infrastructure investments, and as a 100% employee-owned firm, we are dedicated to fostering a collaborative, innovative culture where every team member contributes to our collective success.
Responsibilities
- Oversee the onboarding of Requests for Proposals to ensure they are directed through the correct marketing or administrative approval paths.
- Manage all data entry within our Unanet CRM for administrative proposals from the initial receipt through the final win or loss outcome.
- Coordinate with Quality Reviewers and administrative staff to ensure all forms and proposals are completed and approved on time.
- Perform thorough quality checks on final proposals to verify that the correct opportunity numbers are applied and production paths were followed.
- Maintain strong, collaborative relationships with technical and administrative teams to facilitate smooth proposal workflows.
- Support the reporting of administrative proposal performance by conducting regular hit rate analyses.
Must-haves
- At least 10 years of professional experience in a business environment.
- Proven proficiency in Microsoft Word and experience working with a CRM or similar database systems.
- Strong written and verbal communication skills.
- Exceptional organizational skills to thrive in a fast-paced, collaborative setting.
- A high school diploma.
- Fluency in English.
Nice-to-haves
- An Associate's degree.
Benefits
- Medical, dental, and vision insurance coverage.
- Life insurance and short and long-term disability plans.
- 401(k) retirement savings plan.
- Performance bonuses and an employee stock program.
- Education reimbursement opportunities.
- A flexible, hybrid work schedule available after 90 days of employment.
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