Hybrid CRM & AI Business Process Owner

Posted 2 weeks ago

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About the role

  • Collaborate with key stakeholders to translate growth strategies into an actionable CRM and AI enhancement roadmap.
  • Implement new capabilities within the CRM platform to enhance customer engagement and pipeline growth, such as automated reporting and tracking tools.
  • Manage the governance of the CRM system to ensure data integrity and quality.
  • Serve as the primary liaison with IT for all CRM development, AI pilots and maintenance work.
  • Ensure that existing CRM processes run seamlessly, including data entry, lead tracking, and opportunity management.
  • Oversee user access and roles within the CRM system, promoting effective usage.
  • Develop and deliver ongoing training modules to enhance the skillset of sales teams.
  • Track key performance indicators (KPIs) related to CRM effectiveness and AI utilization.

Requirements

  • 5-8 years of relevant experience in a B2B environment
  • Strong understanding of Salesforce (SFDC) and familiarity with AI applications in commercial contexts
  • 5+ years of experience using SFDC CRM to enhance business processes
  • Bachelor’s Degree in Business, Marketing, Engineering, Computer Sciences or a related field.
  • Demonstrated ability to influence cross-functional teams, excellent communication skills, and a strong focus on organizational processes and data management.
  • Must be an early adopter of new technologies, showcasing a proactive approach to leveraging the latest innovations for business improvements.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Professional development opportunities

Job title

CRM & AI Business Process Owner

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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