CRM Integration Specialist jobs in Costa Mesa, CA

Title: Senior CRM Specialist
Location: Hybrid / Onsite in Orange County, CA

Ekman Associates, Inc. is a management consulting firm that specializes in developing business, digital, and technology strategy, delivering solutions, and addressing human resource demands.

Summary:
This role will be responsible for conducting a CRM assessment in order to formulate and implement the best type of CRM strategies and product that are in alignment with the company's business objectives. The assessment must include a review of the three types of CRM: Collaborative, Operational and Analytical. This role requires good communication skills, must also be a strategic thinker and have a keen interest in data analysis.

Key Skills:

• Experience in the Medical Device industry - Mandatory.
• Sales Cloud expertise.
• Experience implementing CRM tools; Salesforce, MS Dynamics 365, Oracle, NetSuite, etc.
• Prior experience in conducting CRM Assessments.

• Manage a CRM assessment to provide a detailed and comprehensive evaluation of the current CRM application's health, quality, and performance, develop business requirements that align with the business objectives, and conduct CRM software evaluations.
• Responsible for conducting an assessment. Performing a CRM assessment involves assessing the company's current CRM software, compare its feature set to the organization's needs to identify potential data gaps and inefficiencies, and conduct a CRM software selection process.

• Responsible for requirement gathering, documentation, interviewing stakeholders, etc.
• Develop a roadmap / the best path forward for the organization based on these assessment.

• Bachelor's degree in Business, Marketing, Information Technology, or a related field.
• Proven experience in CRM Assessments, Software Evaluation and Implementations.
• Proficiency in CRM software (e.g., Salesforce, NetSuite, HubSpot, Zoho CRM, etc).
• Ability to conduct requirement gathering, create documentation, and interview stakeholders, etc.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Detail-oriented with a commitment to data accuracy.