CRM Analyst - Toronto, Canada - Contegix

Contegix

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

CRM Analyst (Remote)

Contegix (Formerly Blended Perspectives) is one of the fastest-growing leading Atlassian Solutions Partner with a focus on supporting value-added expertise with the Atlassian suite of products.

We are looking for an
CRM Analyst to
join our growing team. The CRM Analyst** is a key role responsible for organizing customer data. The position will ensure that comprehensive and accurate customer information is available for organizational success.

Responsibilities

Ensure all sales operational processes are carried out in an efficient and costeffective manner
Oversee and manage sales forecasting process
Responsible for liaising with Sales, Finance and Project Management teams to ensure data flow to CRM
Be the lead CRM admin to oversee and manage permissions, access controls and future development
Manage data collection and updating opportunities in CRM
Maintaining data accuracy at all times (tickets, opportunities, reports)
Creating/updating reports for open and active opportunities
Monitor CRM issues as needed
Liaise with 3rd party consultants for system enhancements
Provide timely communication and maintain excellent working relationships with all stakeholders (internal and external)
Responsible for the formulation and execution of internal special projects
Other duties as required and as requested by management

Qualifications

13 years experience in a sales operations role
Post secondary education in Business, Operations management, Marketing or a related field is an asset
Excellent organizational and problemsolving skills with strong attention to detail
Excellent communication skills (verbal, written) across all levels of stakeholders
Individual who is focused on continuous improvement for the business and teams
Experience using Excel to project forecasts and updates
Ability to manage projects and meet deadlines
Nice to have experience working at a Software/IT Company

Nice to have