CRM Coordinator

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Salas O'Brien

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

⚡ Energy

🤝 B2B

🏠 Real Estate

Energy • B2B • Real Estate

Salas O'Brien is a multidisciplinary engineering and design firm delivering MEP, structural, civil, energy and resiliency, process engineering, digital automation, and sustainability and forensic consulting for buildings, industrial facilities, and infrastructure. The firm specializes in advanced energy and renewables, decarbonization strategy, microgrids, energy optimization, and integrated facility design and commissioning, serving institutional, healthcare, education, data center, aerospace, and manufacturing clients. Salas O'Brien focuses on sustainable, resilient solutions and technical project delivery for other organizations and public-sector partners.

📋 Description

• Maintain CRM data quality through audits, cleanup, and ongoing governance. • Take ownership of CRM projects and initiatives from planning through completion. • Investigate and resolve data and system issues independently, escalating when appropriate. • Provide day-to-day CRM support, troubleshooting, and guidance to users. • Develop and deliver user training, documentation, and best practices. • Support data imports, exports, migrations, and reporting. • Partner with marketing, business development, and operations teams to improve CRM processes and user adoption. • Identify opportunities to improve workflows, automate manual processes, and enhance the user experience.

🎯 Requirements

• Bachelor's degree or equivalent experience • 2-5 years of experience supporting a CRM platform (Deltek Vantagepoint, Salesforce, HubSpot, Microsoft Dynamics, etc.) • Strong problem-solving skills • Excellent communication skills with experience supporting, training, and building relationships with end users • Strong attention to detail and analytical skills • Proficiency with Microsoft Excel; experience with Power BI or reporting tools is a plus • Experience in the AEC industry and Deltek Vantagepoint is preferred but not required

🏖️ Benefits

• Medical, dental, and vision insurance • Basic life insurance • 401(k) plan • Ability to purchase company stock at a discount • Paid time off (PTO) • 10 paid holidays • Paid leave programs for military service and new parents