CRM Data Specialist – On-Site Sales Support

VetJobs; Houston (TX); On-site; USD 37,000 - 43,000; Full time

Job summary

Constellation is seeking a Business Development Specialist I for on-site work in Houston, TX. You will own CRM data accuracy and act as a liaison across sales and supporting functions to ensure smooth pre-deal activities in the sales cycle.

Responsibilities include data entry, creating opportunities, supporting pricing, and coordinating with pricing and legal teams. Travel and training attendance are part of the role.

Qualifications

• Proficiency with Microsoft Office Suite applications.
• Strong communication skills, both written and oral.
• Strong analytical skills, attention to detail, problem-solving/conflict resolution, time management, and independent decision-making.
• Demonstrated ability to effectively build and maintain relationships with internal and external customers.
• Flexibility to handle multiple daily deadlines and adapt to changing priorities.

Responsibilities

• Manage data entry and maintenance activities by creating opportunities, offers, and pricing scenarios that support transactions, maintaining accurate customer and account information in the CRM system, updating records for changes such as ownership transfers, establishing and maintaining account hierarchies, and handling nonstandard requests.
• Provide data and technical support to Business Development Managers and Account Managers by applying knowledge of regional utility requirements and supporting customer and sales related needs.
• Serve as a liaison between sales and cross functional teams by responding to requests for proposals, supporting data validation and contract execution activities, and coordinating with pricing and legal teams on nonstandard requests.
• Support process improvement efforts through ad hoc projects, data clean up activities, new hire training, development of process efficiencies, and system testing.
• Travel required as necessary to meet business needs.
• In-person attendance for training, all-hands meetings, and other meaningful engagements.

Skills

Microsoft Office

Communication skills

Analytical skills

Relationship building

Time management

Independent decision-making

Education

High School Diploma

Bachelor's Degree

Tools

Salesforce

CRM

Job description

Constellation is seeking a Business Development Specialist I for on-site work in Houston, TX. You will own CRM data accuracy and act as a liaison across sales and supporting functions to ensure smooth pre-deal activities in the sales cycle.

Responsibilities include data entry, creating opportunities, supporting pricing, and coordinating with pricing and legal teams. Travel and training attendance are part of the role.