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Basic Function: We are seeking a meticulous CRM Specialist to support our dynamic marketing and business development team. This role will help facilitate day-to-day operations, including Customer Relationship Management (CRM) system management and maintenance, quality assurance, and quality control, and coordinating administrative tasks.
Job Responsibility:
Maintain and update the firm’s CRM system with client and project information
Data entry, constantly working to ensure accuracy and consistency
Coordinate opportunity tracking and pipeline follow-up
Ensure proposal accuracy and quality prior to submission
Update and maintain department master spreadsheets and templates
Help gather and organize data for reports, presentations, and analysis
Assist in organizing department files
Other administrative tasks may be requested by the marketing and business development team
Requirements:
Detail oriented and highly organized
Database management and CRM experience, preferably Unanet CRM by Cosential or Deltek Vantagepoint CRM
Strong written and verbal communication skills
Basic proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Ability to multitask and prioritize in a fast-paced environment
Eagerness to learn and grow in the administrative, business development and/or marketing fields
Consistently demonstrate professional, positive, and approachable demeanor and discretion
Associate’s or Bachelor’s degree in Business Administration, Communications, Marketing, or a related field preferred
equivalent professional experience will also be considered
Minimum of 2 years of experience in CRM administration, database management, marketing/business development support, or a related administrative role preferred
Nice to have:
Experience with Adobe Creative Suite (Acrobat, InDesign) is a plus
What we offer:
Competitive compensation and annual bonus incentives
Medical, Dental, Vision, Basic Life, AD&D, and Short & Long-Term Disability Insurance with monthly employee premiums paid 100% by BMG
Pre-tax deductions for spouse and dependent insurance coverage and a flexible spending account option
Paid Time Off, Holiday Pay, and Flex Time
401(k) with company match
Individual education budget, lunch & learns, and paid professional memberships & licensing
Advancement opportunities
Employee Assistance and Wellness Programs
Interoffice recreational competitions, annual project tours, holiday party, community and philanthropic activities