CRM Coordinator

Socket.dev; Rochester (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical plans

Dental coverage

Vision plan

Pre-Tax Savings (HSA/FSAs)

Retirement plan

Job summary

Mayo Clinic is recruiting for a CRM Coordinator to manage daily CRM operations at our Rochester, MN campus. You will govern data-entry standards, maintain records, and develop dashboards to track opportunities and engagement as part of a coordinated operations team.

You will lead cross-functional efforts to improve CRM processes, report on metrics, and ensure data accuracy across the platform. Strong communication and problem-solving in a dynamic environment are essential.

Qualifications

• Experience leading CRM governance and data-entry standardization.
• Ability to develop dashboards and recurring reporting.
• Strong data integrity and documentation skills.
• Excellent communication and cross-team collaboration.
• Ability to work under pressure and handle sensitive projects.

Responsibilities

• Lead CRM governance, stage management, and standardization of data entry practices.
• Maintain data integrity within CRM systems including customer records, opportunities, contracts, and activities; develop recurring dashboards and reports.
• Lead collaborations to improve CRM governance, processes, reporting and operational efficiency.
• Act as liaison and SME to recognize problems, formulate solutions and implement change with Administrative Operations Team and Leadership goals.
• Build credibility with Mayo business teams to drive improvements and resolve issues.
• Lead testing of CRM functionality and initiate proper action and communication.

Skills

CRM governance

Data stewardship

Data integrity

Training business team

Dashboard reporting

Cross-functional collaboration

Tools

CRM system

Data repository systems

Reporting tools

Job description

• Manages daily functions and processes related to the CRM (Customer Relationship Management) system with regards to the capabilities of the system, its functionality and utility, data stewardship, documentation of processes, and training the business team.
• Lead CRM process governance, stage management, and standardization of data entry practices.
• Maintains data integrity within CRM systems, ensuring customer records, opportunities, contracts, and activities are up to date. Develop and maintain recurring dashboards and reports related to opportunities, engagement, and growth activities.
• Lead collaborations for improving CRM governance, processes, reporting and operational efficiency. Is a liaison and subject matter expert who can recognize problems, formulate solutions and implement change in coordination with the Administrative Operations Team and Leadership goals.
• Builds credibility and rapport with internal Mayo business teams to make improvements and resolve issues.
• Will lead collaborations to improve and test functionality of the CRM System. The CRM Coordinator initiates proper action and communication.
• Must be comfortable with data repository systems and understand the complexities of documentation of client relations management.
• Demonstrates a high level of competence and confidence and has the ability to work under pressure.
• Able to navigate sensitive and/or contentious projects while maintaining good working relationships.
• Will provide leadership in a team environment while supporting complex activities and projects related to managing and maintaining the client data of Mayo Clinic Platform.

This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position. Also, Mayo Clinic DOES NOT participate in the F-1 STEM OPT extension program.

Why Mayo Clinic

Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans– to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.

Benefits Highlights

• Medical:Multiple plan options.
• Dental:Delta Dental or reimbursement account for flexible coverage.
• Vision:Affordable plan with national network.
• Pre-Tax Savings:HSA and FSAs for eligible expenses.
• Retirement: Competitive retirement package to secure your future.

Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the "EOE is the Law". Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.