Office Systems Representative

Description

We are seeking a highly motivated and detail-oriented Office Systems Representative to join our growing team! This dynamic role plays a central role in empowering staff with our CRM software solutions. You'll ensure smooth daily operations by providing first-line technical support, facilitating user onboarding, and staying current on CRM best practices. The ideal candidate is a tech-savvy individual with excellent communication and interpersonal skills, passionate about creating a positive user experience.

Requirements

Essential Duties and Responsibilities:

• Classifies and categorizes product data for seamless import into the CRM software.
• Maintains accurate and up-to-date product information within the system.
• Manages data across multiple company sites, ensuring consistency and accessibility.
• Provides first-line technical support to staff for CRM software issues, troubleshooting common problems and escalating complex issues as needed.
• Facilitates a smooth onboarding experience for new CRM users, including system access setup, comprehensive training on functionalities, and ongoing support.
• Develops user guides or training materials on new CRM functionalities, potentially collaborating with software developers for clarity and accuracy.
• Conducts training sessions or workshops to educate staff on new features, best practices, and system optimization techniques.
• Stays informed about CRM software industry trends and best practices through continuous learning initiatives.
• Analyzes user feedback to identify opportunities to enhance the CRM user experience and workflow efficiency.
• Collaborates with the Office Systems Manager to recommend improvements to the CRM system configuration or customization, tailored to user needs.
• Actively participates in the implementation of new CRM features and functionalities, ensuring a smooth transition for staff through clear communication, comprehensive training, and readily available support resources.
• Develops and executes communication plans to keep staff informed about upcoming CRM changes, addressing potential concerns, and fostering user adoption.
• Monitors system usage and identifies areas where user adoption may be lagging, developing strategies to address these challenges.
• Communicates effectively with staff at all levels, including managers and external partners, providing clear and concise technical explanations.
• Collaborates effectively with the Office Systems Manager, software developers, and other departments to ensure seamless CRM operations, user experience, and system integration.
• Perform other duties as assigned

Qualifications and Education Requirements:

• Minimum 2 years experience working with and entering data into a could based CRM software.
• Strong understanding of CRM software concepts and functionalities (familiarity with Maxaware is a plus)
• Excellent communication, interpersonal, and problem-solving skills
• Ability to learn new software quickly and translate technical concepts into user-friendly language
• Strong organizational skills and attention to detail
• Ability to work independently and as part of a team
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Physical Requirements:

• Ability to perform the essential job functions consistent safely and successfully with the ADA, FMLA and other federal, state, and local standards
• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone.
• Ability to sit at a computer terminal for an extended period.

Work Environment:

• Moderate noise (i.e., business office with computers, phone, printers, and light traffic)
• Traditional Office Setting

Benefits:

• Paid Time Off Program - Start accruing PTO your first week!
• Eight Paid Company Designated Holidays
• 401(k) w/company match
• Health, Dental and Vision Insurance options that start the 1st of the month after 60 days of employment
• Short Term Disability Options
• Long Term Disability Options
• Employee Assistance Program
• Life Insurance Options
• Employee Discount
• Free Alarm Monitoring
• Monday - Friday daytime work schedule (no nights or weekends)
• Positive work culture with opportunities for advancement and growth