Marketing & CRM Specialist

Kokolakis; Tarpon Springs (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k Match

ESOP

Holidays

Summer Fridays

CPE/Dues/Licenses

Mileage Reimbursement

Fitness Reimbursement

Tuition Reimbursement

Referral Bonus

Fun Culture & Events

Job summary

Kokolakis is seeking a Marketing & CRM Specialist to drive growth by turning data into opportunity. You will clean and manage CRM data, develop dashboards, and support strategy across marketing, business development, and operations.

Ideal candidates have 3+ years in CRM management, strong Excel skills, and experience with Procore or similar systems. This role offers a hands-on, cross-functional environment with a focus on measurable results.

Qualifications

• Degree in Business, Marketing, Data Analytics, or related field or equivalent experience.
• 3+ years of CRM management, data analysis, marketing or BD support.
• Experience in construction/AEC preferred, strong Excel and reporting skills.
• Proficiency with CRM platforms and data governance.
• Ability to translate data into actionable insights for leadership.

Responsibilities

• Maintain accurate client, contact, and project records in CRM.
• Clean and standardize data across offices and teams.
• Develop CRM standards, workflows, and governance.
• Support CRM integrations (including Procore) and drive adoption.
• Train staff on CRM usage and best practices.
• Track opportunities (RFQs, RFPs, SOQs, bids) and analyze win rates.
• Prepare weekly BD reports and develop dashboards for leadership.
• Assist in writing and assembling RFPs, bids, and presentations.
• Ensure alignment between CRM data and marketing materials.

Skills

CRM data management

Data analysis

Marketing support

Leadership support

Excel reporting

Cross-functional collaboration

CRM adoption

Market analysis

Go/No-Go meetings

Education

Degree in Business, Marketing, Data Analytics

Tools

Procore

ProjectMark

Adobe InDesign

Job description

Kokolakis is looking for a driven, detail-oriented Marketing & CRM Specialist to help drive our growth. This role turns data into opportunity by clarifying our pipeline, strengthening client relationships, and giving our teams the insights they need to win more work.

You’ll sit at the center of business development, marketing, and operations, helping connect the dots between people, projects, and pursuits. From keeping our CRM clean and actionable to identifying new opportunities and supporting strategic decisions, your work will directly impact how we compete and succeed.

If you enjoy creating order out of complexity, spotting patterns in data, and making systems easier for everyone to use, this role offers the chance to make a meaningful impact across the organization.

Requirements

CRM Data Management

• Maintain accurate and up-to-date client, contact, and project records
• Clean and standardize data across offices and teams
• Develop and enforce CRM standards, workflows, and governance
• Support CRM system integrations (including Procore) and drive user adoption
• Train staff on CRM usage and best practices
• Track and manage opportunities including RFQs, RFPs, SOQs, and bids
• Monitor procurement platforms and opportunity sources
• Maintain accurate pipeline data and backlog projections
• Track and analyze win rates, hit rates, and overall performance metrics
• Prepare and distribute weekly business development reports (pipeline, wins/losses)
• Develop dashboards and reporting tools for leadership visibility
• Conduct market sector analysis (solid waste, aviation, healthcare, federal, etc.)
• Lead weekly Go/No-Go meetings, identifying opportunities and supporting decision-making

Business Development Support

• Identify dormant clients and support re-engagement strategies
• Track client touchpoints, including meetings, networking events, and interactions
• Collaborate with business development and leadership on pursuit strategy

Marketing Integration

• Support proposal teams with project data and staff resumes
• Maintain project sheets and the company’s experience database
• Assist in writing, formatting, designing, and assembling RFPs, RFQs, SOQs, bids and presentations (often using Adobe InDesign)
• Ensure alignment between CRM data and marketing materials

Qualifications, Experience and Education:

• Degree in Business, Marketing, Data Analytics, or a related field, or equivalent experience
• 3+ years of experience in CRM management, data analysis, marketing or business development support
• Experience in the construction, AEC, or related industry preferred
• Proficiency with CRM platforms (ProjectMark or similar systems preferred)
• Strong analytical skills with the ability to interpret data and provide actionable insights
• Advanced proficiency in Microsoft Excel and reporting tools
• Strong organizational skills with high attention to detail
• Excellent communication skills with the ability to work cross-functionally
• 100% Employer-Paid Benefits for Employees (Medical, Vision, Dental)
• 401k Match
• Company Employee Stock Ownership Program (ESOP)
• Holidays
• Summer Fridays
• Paid CPE/Dues/Licenses
• Mileage Reimbursement
• Fitness Reimbursement
• Tuition Reimbursement
• Referral Bonus
• Fun Culture & Employee Events

Kokolakis is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity, or age.

Attention All Third-Party Agencies, Headhunters, and Recruiters

Kokolakis will not accept candidate submissions by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to Kokolakis will be considered the property of Kokolakis. Kokolakis will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. Kokolakis will not be obligated and will not, under any circumstances, pay any fees to said third parties submitting candidates in this manner. Kokolakis forms contracts only with recruiters with whom we have an established business relationship and a signed agreement in place. All third-party contact with Kokolakis must go through our Human Resources Recruiting department. Outside recruiters are asked not to contact our hiring managers directly. Any contact made outside of the Kokolakis Human Resources Recruiting Department by a third party will cancel any future business relationships between the third party and Kokolakis.