Qualifications

• Bachelor's degree in Business Administration, Information Systems, or related field, or equivalent experience.
• 5+ years of proven CRM administration experience, preferably with Unanet (Cosential).
• Architecture, engineering, or construction (AEC) industry experience valued, but not required.
• Demonstrated success in driving CRM adoption and optimization in complex organizations.
• Strong technical aptitude with Microsoft Office Suite and ability to master new platforms.
• Deep understanding of sales/marketing processes and their translation into CRM workflows.
• Exceptional communication skills for explaining technical concepts to non-technical audiences.
• Experience developing training programs to drive measurable user adoption.
• Strong project management capabilities with attention to detail.
• Proven ability to build relationships across divisions, departments, and influence at all levels.
• Self-motivated problem-solver thriving in fast-paced, evolving environments.

Responsibilities

• Serve as the main contact for all CRM-related queries and push for organization-wide usage.
• Maintain data integrity through access management, security protocols, and system audits.
• Lead user onboarding and training to maximize value across divisions.
• Create strategic reports and dashboards that provide actionable insights to leadership.
• Monitor system performance, test new features, and create comprehensive documentation.
• Facilitate data integration to achieve a unified customer view.
• Stay updated on CRM innovations and AI integration by attending industry events.
• Identify enhancement opportunities and manage the change approval process.
• Act as an internal consultant, translating stakeholder needs into effective solutions.
• Promote a data-driven culture and make the CRM experience user-friendly for all.
• Collaborate with Power BI specialists to create data visualizations and analyze system impacts.

Benefits

• Comprehensive health benefits including medical, dental, and vision coverage.
• 401(k) plan with company match.
• Generous paid time off policy.
• Professional development opportunities.
• Flexible work arrangements.