CRM Automation Strategist

Item24; Hagerstown (MD); On-site; USD 70,000 - 110,000; Full time

Job summary

Item24, the global leader in modular systems for industrial applications, seeks a CRM & Sales Automation Specialist. You will design automated customer journeys, campaigns, and follow-up workflows in Dynamics CRM to drive engagement and revenue.

The ideal candidate brings strong CRM experience, solid sales process knowledge, and a knack for automation. A marketing background is a plus, with hands-on skills in workflows, segmentation, and lead nurturing.

Qualifications

• :
• Bachelor's degree in Business, Sales, Marketing, or related field preferred.

Responsibilities

• Create campaigns in Dynamics CRM to upsell and cross-sell different solutions, including automated follow-ups and built-in customer journeys.
• Build and manage automated customer journeys within the CRM system.
• Develop automated sales follow-up processes for leads, prospects, opportunities, and existing customers.
• Create CRM campaigns that support lead nurturing, customer retention, re‑engagement, upselling, and cross‑selling.
• Build customer segments based on sales activity, purchase history, product interest, customer behavior, and other criteria.
• Create triggers and workflows that initiate follow-up activities based on customer actions or stages in the sales process.
• Develop communication channels and touchpoints throughout the customer journey.
• Partner with Sales to identify opportunities to improve and automate the sales process.
• Create strategies to ensure leads and customer opportunities receive consistent and timely follow-up.
• Develop upsell and cross‑sell journeys based on customer needs, previous purchases, and product relationships.
• Identify opportunities to reduce manual sales activities through CRM automation.
• Monitor CRM campaigns, journeys, and sales activity to identify opportunities for improvement.
• Maintain CRM data quality and support effective CRM adoption across the Sales team.

Skills

CRM systems

Sales operations

Sales automation

Dynamics CRM

Lead management

Customer lifecycle

Sales follow-up

Automation design

Campaign creation

Customer segmentation

Education

Bachelor's degree in Business, Sales, Marketing, or related field

Tools

Dynamics CRM

Job description

Item24, the global leader in modular systems for industrial applications, seeks a CRM & Sales Automation Specialist. You will design automated customer journeys, campaigns, and follow-up workflows in Dynamics CRM to drive engagement and revenue.

The ideal candidate brings strong CRM experience, solid sales process knowledge, and a knack for automation. A marketing background is a plus, with hands-on skills in workflows, segmentation, and lead nurturing.