CRM Specialist

This position is located in Lisle, IL (in-office) The CRM Specialist will play a crucial role in managing and optimizing our CRM system.

This position requires a strong analytical mindset and a deep understanding of customer engagement strategies to enhance our marketing efforts and client relationships.

The ideal candidate will work closely with sales, marketing, and IT teams to ensure the effective implementation and utilization of the CRM.

Key Responsibilities :

• Manage and maintain the CRM system to ensure data accuracy, integrity, and security.
• Data Hygiene Execution Daily sweeps for duplicates, missing required fields, and unassociated documents.
• Maintain product mix accuracy (current and historical) on Company records.
• Routing & Safety Nets Monitor lead routing, response timers, and escalation rules; maintain a one-sequence-per-contact guardrail.
• Resolve ownership conflicts quickly and document outcomes.
• Provide training and support to team members on CRM best practices and usage.
• Generate regular reports and dashboards to track CRM performance and provide actionable insights for decision-making.
• Stay updated on industry trends and best practices within HubSpot.

Qualifications :