CRM Operations & Adoption Specialist

Rudolph Libbe Group; Walbridge (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

The Rudolph Libbe Group in Walbridge, OH seeks a detail-oriented CRM Specialist to ensure consistent CRM use across departments and regions. You will drive data quality, develop standardized processes, and train users to promote adoption and efficiency.

Responsibilities include daily CRM administration, dashboards, and cross-functional collaboration with IT, sales, marketing, and operations to align workflows and support leadership decisions.

Qualifications

• Bachelor's degree in business, analytics, information systems, operations, marketing, or related field; equivalent experience will be considered.
• CRM administrator certification or advanced CRM configuration experience.
• Experience with CRM data governance, system migrations, integrations, or automation.
• Familiarity with business intelligence and reporting tools.
• Knowledge of change-management and user-adoption practices.

Responsibilities

• Administer and support day-to-day CRM use across departments, offices, and regional teams.
• Develop, document, and maintain standardized CRM processes, workflows, data-entry requirements, and user guidelines.
• Train new and existing users through onboarding sessions, refresher training, guides, and one-on-one support.
• Promote consistent use of the CRM platform and encourage best practices across all teams.
• Monitor CRM data quality, completeness, accuracy, duplication, and compliance with established standards.
• Identify gaps, inconsistencies, and opportunities to improve CRM processes and user adoption.
• Create and maintain dashboards, reports, and data summaries to support leadership and departmental decision-making.
• Coordinate with department leaders and regional offices to understand needs, align workflows, and implement improvements.
• Serve as the primary point of contact for CRM questions, troubleshooting, user feedback, and enhancement requests.
• Assist with user access, permissions, records management, imports, updates, and routine CRM maintenance.
• Track CRM usage and adoption metrics; provide recommendations to improve engagement and efficiency.
• Partner with IT, operations, sales, marketing, customer service, and other stakeholders on CRM-related initiatives.

Skills

Strong analytical skills

Reports & dashboards

Organizational skills

Clear communication

Data quality

Multi-team collaboration

Education

Bachelor's degree in business/analytics/IS

CRM administrator certification

Tools

CRM platform (Sales/Service Cloud)

BI/reporting tools

Job description

The Rudolph Libbe Group in Walbridge, OH seeks a detail-oriented CRM Specialist to ensure consistent CRM use across departments and regions. You will drive data quality, develop standardized processes, and train users to promote adoption and efficiency.

Responsibilities include daily CRM administration, dashboards, and cross-functional collaboration with IT, sales, marketing, and operations to align workflows and support leadership decisions.