Understand and train to Salesforce and Veeva CRM processes within: Pages, Objects, Fields, Lists, Territory & Role Hierarchies, Account Realignments, and User Setup.
Primary contact for CRM support channels (mailbox, chat, and live call chat) and resolve technical issues.
Primary lead for CRM onboarding and ongoing training for sales teams.
Develop and maintain user documentation, technical guides, and training user interface videos.
Generate and analyze CRM and Power BI reports to support KPI tracking, business decisions, and CRM team projects.
Collaborate with CRM teammates to assist in data pulling, reporting, and support cross-functional teams to interpret data and identify actionable insights.
Ensure data integrity and accuracy across CRM platforms.
Demonstrated ability to translate data into actionable insights, effectively using digital tools and technologies to improve outcomes. A strong understanding of emerging digital trends and their relevance in a modern, insight-led workplace is essential.
Knowledge of AI-driven tools for predictive analytics, territory optimization, and sales forecasting.
Knowledge of machine learning models to enhance CRM data insights and user behavior analysis.
Familiarity with the automation tools to streamline CRM workflows and reduce manual tasks.
Knowledge of, and ability to provide chatbot support and sentiment analysis in CRM communications.
Overall ability to leverage digital tools to: enhance delivery, performance, insights, optimize learning, and ensure technology and programs stay at the forefront of industry standards.

Requirements

High School Diploma or GED required, Bachelor’s degree in Business Administration, Information Systems or in a related field preferred.
2-3+ years of professional work experience in CRM administration required, using either Salesforce and/or Veeva support or commercial operations.
Must possess strong analytical skills and extensive experience using Excel, Power BI or similar programs.
Experience with integrated platforms such as: Vault, Align, Magento and/or JDP.
Demonstrated fluency in MS Office (Excel/Outlook/PowerPoint/Word) is required.
Must have excellent communication (oral and written), presentation, organizational and stakeholder management skills (including the ability to develop/maintain strong, cross-functional stakeholder relationships).
Demonstrated ability to translate data into actionable insights, effectively using digital tools and technologies to improve outcomes, while being digitally fluent with a natural curiosity for emerging tech and consumer behaviors, and possessing a strong understanding of emerging digital trends and their relevance in a modern, insight led workplace is essential.
Willing and able to work through change management and must have schedule flexibility.
Ability to work under pressure to meet tight deadlines with minimal supervision.
Willing and able to travel up to 5% based on the needs of the team and the business.

Benefits

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceVeeva CRMPower BIExceldata analysismachine learningpredictive analyticsautomation toolschatbot supportsentiment analysis

Soft Skills

analytical skillscommunicationpresentationorganizational skillsstakeholder managementcross-functional collaborationadaptabilitycuriosityproblem-solvingtime management

Certifications

High School DiplomaGEDBachelor’s degree in Business AdministrationBachelor’s degree in Information Systems