Revenue-Driven CRM & Automation Specialist

item America, LLC

Hagerstown (MD)

On-site

USD 75,000 - 120,000

Full time

14 days+

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Job summary

item, a global leader in modular systems, seeks a CRM & Sales Automation Specialist to design and optimize CRM-driven processes that boost follow-up, engagement, and revenue. You will craft automated journeys, campaigns, and workflows to nurture leads and opportunities, partnering with Sales for ongoing improvements.

Ideal candidates bring solid CRM experience, strong knowledge of sales funnels, and a marketing background is a plus.

Qualifications

Bachelor's degree in Business, Sales, Marketing, or related field.
3+ years of experience with CRM systems, sales operations, sales automation, or a related field.
Knowledge of Dynamics preferred.
Strong understanding of the sales funnel, lead management, customer lifecycle, and sales follow-up processes.
Hands-on experience building CRM workflows, automated follow-ups, customer journeys, campaigns, triggers, and customer segments.

Responsibilities

Create campaigns in Dynamics CRM to upsell and cross-sell different solutions, including automated follow-ups and built-in customer journeys.
Build and manage automated customer journeys within the CRM system.
Develop automated sales follow-up processes for leads, prospects, opportunities, and existing customers.
Create CRM campaigns that support lead nurturing, customer retention, re-engagement, upselling, and cross-selling.
Build customer segments based on sales activity, purchase history, product interest, customer behavior, and other criteria.
Create triggers and workflows that initiate follow-up activities based on customer actions or stages in the sales process.
Develop communication channels and touchpoints throughout the customer journey.
Partner with Sales to identify opportunities to improve and automate the sales process.
Create strategies to ensure leads and customer opportunities receive consistent and timely follow-up.
Develop upsell and cross-sell journeys based on customer needs, previous purchases, and product relationships.
Identify opportunities to reduce manual sales activities through CRM automation.
Monitor CRM campaigns, journeys, and sales activity to identify opportunities for improvement.
Maintain CRM data quality and support effective CRM adoption across the Sales team.