CRM & Revenue Engagement Specialist (Remote)

Hyland Software; Westlake (OH); Remote; USD 84,000 - 100,000; Full time

Job summary

Hyland is seeking a Revenue Engagement Administrator to support sales automation and CRM tools, providing reporting and stakeholder data requests. This remote US role focuses on maintaining data quality, leading CRM tasks, and collaborating with stakeholders to meet department goals.

The position emphasizes reporting, data audits, and process improvements, with opportunities to mentor teammates and contribute to cross-functional initiatives within the Sales - Operations group.

Qualifications

• Bachelor's degree or equivalent experience; strong business and technology acumen; proficient in working with CRM tools.
• Proficient with Microsoft Office applications including Excel; proficiency with Microsoft Windows and Office Suite.
• Strong oral and written communication skills that demonstrate a professional demeanor and the ability to interact with others with discretion and tact; strong interpersonal skills with a history of building productive relationships.
• Strong organizational, multi-tasking, and time management skills; strong project management skills; self-motivated with the ability to complete projects in a timely manner with minimal oversight.
• Strong ability to use original thinking to translate goals into the implementation of new ideas and design solutions; accomplished at making complex concepts easily understood and remembered.

Responsibilities

• Act as a point of contact for lead management, account, contact, and opportunity creation; perform complex CRM tasks for all relevant stakeholders, including updating activities, creating opportunities and leads, and converting leads.
• Develop and create reports and respond to high-visibility, complex data requests with CRM tools; partner with key stakeholders for acquisition requests for data including field audits and mapping; review all data elements to determine if reports exist, are up-to-date, or need to be customized.
• Work with team members for all complex data requests such as data appends, acquisitions, and CRM updates to ensure processes remain efficient and department goals are met; monitor exception reports and perform field updates to remedy complex data quality issues.
• Monitor the process for standardizing, updating, and uploading approved data into the CRM, including the review and merging of data; perform audits within system tools to make corrective action for any known data issues; identify opportunities for improvement and make recommendations.
• Develop project plans; proactively manage respective deliverables ensuring delivery stays on pace and meets deadlines; work within department and internal communications teams to identify relevant content for company-wide and/or interdepartmental communications.
• Develop idea generation efforts in the department; grow design and content knowledge; stay aware of creative and technology trends; mentor, coach, and train other team members

Skills

Communication skills

Organization

Time management

Project management

Interpersonal skills

Mentoring

Education

Bachelor's degree or equivalent experience

Tools

CRM Tools

Microsoft Office

Microsoft Windows

Microsoft Excel

Outreach

Job description

Hyland is seeking a Revenue Engagement Administrator to support sales automation and CRM tools, providing reporting and stakeholder data requests. This remote US role focuses on maintaining data quality, leading CRM tasks, and collaborating with stakeholders to meet department goals.

The position emphasizes reporting, data audits, and process improvements, with opportunities to mentor teammates and contribute to cross-functional initiatives within the Sales - Operations group.