Director of CRM Technology

The Director of CRM Technology is an effective, hands-on leader with a strong background in all software for sales and reporting to support sales leadership to achieve its sales goals and track KPIs.

RESPONSIBILITIES:

1. Manage the team and all platforms associated with CRM processes.
2. Partner effectively with internal teams to maintain strategic and analytical alignment with Marketing, Product Management, Finance, Operations, and Construction teams.
3. Implement and support tracking of new construction projects and win / loss ratios along with other KPIs
4. Define and implement effective policies and procedures for sales operations and sales process improvement.
5. Ensure efficient and effective sales funnel, sales opportunity, and sales forecast management through ownership and utilization of Salesforce, and other software platforms.
6. Design and implement improvements to Salesforce and other software platforms.
7. Develop sales reporting improvements and automation in Salesforce.
8. Prepare sales productivity analyses and provide results and recommendations.
9. Define and enforce boundaries and rules of engagement between sales channels
10. Act as a point of escalation for assistance with customer quotes, sales contracts, bookings, etc.
11. Implement and support the use of third-party sales databases and their integration with Salesforce
12. Collaborate with Sales and Marketing leadership to drive effective sales lead tracking, follow up, and customer engagement by sales team members
13. Implement a contracts management strategy and solution for sales agreements
14. Support effective onboarding and training of new sales team members
15. Partner with Sales, Product Management, Finance and Operations to resolve operational issues, update KPI reporting, analyze historical sales data, identify key drivers of performance, and highlight areas of opportunity.
16. Provide ad hoc analyses and messaging to the leadership on sales results, trends, opportunities, and risks
17. Create automation and proactively alert leadership with win / loss ratios by region and type.
18. Manage and track close rates and sales compensation function, including quota tracking, monthly sales commission cycle, and commission payments.
19. Partner with sales leaders to manage the quota assignment process for all sales channels and sales positions
20. Act as a subject matter expert and business partner to Finance and Accounting regarding sales compensation
21. Other duties as required or assigned

MINIMUM QUALIFICATIONS:

• Bachelor's Degree and 5 or more years of experience in managing and supporting a CRM solution plus other business applications
• Expert experience working with CRM systems in operational or project management roles
• Experience working directly with Salesforce.com in a sales and marketing related environment
• Large CRM project management and configuration experience (automation, optimization, AI)
• Ability to translate problems, draw connections between data and take action to solve business needs
• Experience driving and managing a change management culture and breakthrough technology

PREFERRED QUALIFICATIONS INCLUDE:

• Certified Salesforce Advanced Administrator, Certified Salesforce Sales Cloud Consultant, Certified Salesforce Platform App Builder, Certified Salesforce Administrator
• Excellent organizational and communications skills, with strategic thinking, and a strong attention to detail
• Team player with good leadership capabilities, a diplomatic approach, excellent interpersonal skills, and a positive attitude
• Solution oriented, proactive, and analytical with a focus on delivering results
• Superior skills in MS Excel, Word, and PowerPoint