CRM Optimization & Training Lead

Braden Business Systems, Inc.; Fishers (IN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Open-Door Policy with management

Competitive compensation plans

401K with company match

Corporate and team events

Medical, dental and vision insurance

Health Savings Account with company贡献

Job summary

Braden Business Systems, Inc. is seeking a Sales Systems Coordinator to own day-to-day CRM administration and drive continuous improvement of our CRM platform.

You will partner with the Sales Team, Sales Support Team, and CRM provider to keep CRM a productive, training-friendly tool rather than just a database. The role emphasizes technology in a sales context, with training programs, data integrity, dashboards, and automation improvements to support the entire sales process.

Qualifications

• 2–5 years in a CRM, Sales Ops, or related field.
• Hands-on CRM administration experience.
• CRM configuration, reporting, data analysis, basic automation.
• Understanding of sales processes and pipeline management.
• Strong communication and training skills.
• Excellent organizational, project management, and analytical abilities.
• Ability to manage multiple projects and priorities.
• Detail-oriented with emphasis on data accuracy.
• Ability to work independently with cross-functional teams.

Responsibilities

• Serve as the primary day-to-day CRM resource for our Sales Team.
• Develop and deliver phased CRM training for new Sales Representatives.
• Conduct monthly refresher courses and ongoing CRM development training for the Sales Team.
• Develop Sales Rep journey maps, prospecting strategies, and targeted lists to support cold calling and new-business development.
• Learn the key functions and processes of our Sales Support Team to better understand the complete sales process.
• Use real-world Sales Support scenarios to train and guide Sales Representatives through CRM processes and best practices.
• Maintain sufficient knowledge of Sales Support responsibilities to provide backup assistance during vacations, absences, high-volume periods, and other business needs.
• Maintain, configure, and continuously improve the CRM platform as business needs evolve.
• Partner with Sales Leadership and Sales Support to identify opportunities to simplify processes, increase automation, and reduce manual work.
• Work directly with our CRM provider to develop, test, and implement enhancements and new functionality.
• Track CRM enhancement requests, issues, testing, priorities, and implementation status.
• Test system updates and enhancements to ensure they function as intended without negatively impacting existing processes.
• Communicate CRM updates and changes to employees and provide supporting training and documentation.
• Maintain CRM data integrity and support the development of reports, dashboards, workflows, and automation.
• Lead strategic CRM projects, including a company-wide Delivery Schedule, Sales Commission processes, and other opportunities to incorporate business processes into the CRM.
• Continually look for ways to improve CRM adoption, functionality, and the overall user experience.

Skills

CRM administration

Reporting

Data analysis

Workflow automation

Sales processes

Training

Project management

Data integrity

Communication

Independence

Cross-functional collaboration

Tools

SalesChain CRM

Job description

Braden Business Systems, Inc. is seeking a Sales Systems Coordinator to own day-to-day CRM administration and drive continuous improvement of our CRM platform.

You will partner with the Sales Team, Sales Support Team, and CRM provider to keep CRM a productive, training-friendly tool rather than just a database. The role emphasizes technology in a sales context, with training programs, data integrity, dashboards, and automation improvements to support the entire sales process.