CRM Coordinator

1 month ago

Hyderabad, India Ryan Full time
The CRM Coordinator is responsible for the coordination and management of the Firm’s Customer Relationship Management (CRM) system on a day to day basis. The CRM Coordinator will be responsible for end user support and training, data management, extraction, charting, reporting, internal sales, marketing, and business processes to identify client/prospect organizational structure for account approval.

Duties and responsibilities, as they align to Ryan’s Key Results:

People:

Create a positive team member experience. Conducts CRM user training, and provides assistance with user issues such as navigation, document upload, activities, tracking, contact subscription, opportunity completion. Assists with departing employee transition plans and acquisition integration to include data extraction, data mapping, CRM implementation, and Transition Plan archive.

Client:

Provides CRM support for all system users, escalating technical issues to IT department when necessary. Assists all Global Shared Services departments with any CRM requests including research, statistics, auditing, training and data updates.

Value:

Responsible for New Account Creation. Processes Transfer Requests of Available Accounts and monitors the Transfer and Challenge System. Modifies approved changes to accounts, engagements, and opportunities related to restricted access fields. Assists with creating and updating CRM related training manuals, job aids, policies and procedures. Generates detailed process maps. Improves and maintains data integrity, working quickly to correct data anomalies and strives to promote and facilitate clean CRM data. Provides business development analytics for cross-selling, account penetration and performance. Builds custom queries, reports, and dashboards as requested. Compiles and distributes weekly/ monthly /ad-hoc reports as approved by leadership, and provides One-Source reports as requested. Assesses client ownership overlaps and facilitates correction in adherence to the Client /Prospect Management and Administration Policy. Assists Campaign Manager and Marketing with strategic initiatives, complex marketing lists, and related views. Approves and oversees India research on account requests, account and contact reassignments, and distribution of reports. CRM implementation of all Ryan entity assignments and CRM document tracking. Reassignment of accounts, engagements and opportunities due to Principal Ratifications. Other duties as assigned.

Education and Experience:

High school diploma or general education degree (GED), and zero to two years related experience and/or training in a similar environment; or equivalent combination of education and experience. 

Computer Skills:

To perform this job successfully, an individual must have intermediate skills in Microsoft Word, Excel, Access Outlook, internet navigation and research and superior skills in Microsoft CRM software. Knowledge of Excel Pivot Tables preferred.

Additional Skills:

Excellent written and verbal communication and customer service skills are needed to develop strong relationships and work with senior level executives, as well as all Ryan employees. This position also requires strong attention to detail, analytical thinking skills, and the ability to train others. 

Certificates and Licenses:

Valid driver’s license required.

Work Environment:

Standard indoor working environment. Occasional long periods of sitting while working at computer. Position requires regular interaction with employees at all levels of the Firm; interface with clients and external vendors as necessary. Independent travel requirement: 0 to 10%. 40+ hour standard workweek requirement.

Equal Opportunity Employer: disability/veteran

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