CRM Coordinator

Mayo Clinic; Rochester (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical plan options

Dental and vision coverage

HSA/FSAs

Retirement plan

Job summary

Mayo Clinic seeks a CRM Coordinator to oversee daily CRM operations, governance, and data stewardship, ensuring accuracy of opportunities, contracts, and activities. The role partners with leadership to standardize data entry, train the business teams, and build dashboards for growth reporting.

Ideal candidates will demonstrate leadership, independent initiative, and deep healthcare knowledge while managing multiple CRM projects and maintaining data integrity under pressure.

Qualifications

• Master's in business, healthcare, analytics, data science or finance with 3 years of related experience; or Bachelor's in above field with 5 years.
• Demonstrate leadership skills and understanding.
• Knowledge of the healthcare industry is required.
• Work is self-directed; must take initiative and work independently.
• Advanced data management skills in creating, modifying, testing and analysis of CRM functionality is helpful.
• The position requires excellent human relations with strong written and verbal communication; ability to manage multiple projects.

Responsibilities

• Manages daily CRM functions, 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 and develops dashboards and reports related to opportunities, engagement, and growth.
• Lead collaborations to improve CRM governance, reporting and operational efficiency; liaison with Administrative Operations Team and Leadership goals.
• Builds credibility with Mayo business teams to implement improvements.
• Lead collaborations to test CRM functionality and ensure proper action and communication.
• Must understand data repository systems and documentation complexities of client relations management.
• Demonstrates competence and ability to work under pressure and navigate sensitive projects while maintaining relationships.
• Provides leadership in a team environment for managing Mayo Clinic Platform client data.

Skills

Leadership

Data management

Communication skills

Independent work

Project management

Education

Master's in business, healthcare, analytics, data science or finance

Bachelor's in above field

Tools

CRM software

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.

• Master's in business, healthcare, analytics, data science or finance and three years of related experience; or Bachelor's in above field and five years of experience.
• Must be able to demonstrate leadership skills and understanding.
• Knowledge of the healthcare industry is required.
• Work is self-directed so must be able to take initiative and work independently.
• Advanced data management skills in creating, modifying, testing and analysis of the CRM functionality is helpful.
• The position of CRM Coordinator requires excellent human relation skills with developed written and verbal communication, the ability to manage several projects or tasks simultaneously, and the ability to exercise appropriate judgment when prioritizing projects.

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.