Strategic Resource Associate, CRM Administrator
Strategic Resource Associate, CRM Administrator
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$ 64000 - 74000
1 Vacancy
Job Description
Strategic Resource Associate Pipeline Coordinator
The Strategic Resource Associate (SRA) is a member of the CNC SRM team and has a direct impact on the success of HUBs sales organization. This role ensures the accuracy and effectiveness of the regional sales pipeline by leading pipeline reviews tracking opportunity data and collaborating with the VP Sales Operations & Client Strategies and Chief Sales Officer to provide actionable insights on deal progression.
Were looking for a CRM Administrator to support both Salesforce (50%) and Microsoft Dynamics CRM (40%) with the remaining 10% dedicated to broader team support. This role is a key part of our Sales Operations team helping ensure CRM systems are well-maintained data is clean and actionable and producers have the tools and insights they need to drive growth.
Youll also play a hands-on role in managing lead flow supporting marketing initiatives integrating data from M&A activity and providing insight-driven reporting to leadership. This is an exciting role for someone who is interested in sales operations and has a desire to learn and grow.
Scope of Responsibilities:
CRM Administration & Data Integrity:
Manage daily administration of Salesforce and Microsoft Dynamics including user setup system configuration and ongoing maintenance.
Ensure data accuracy through regular audits field consistency checks and pipeline reviews with producers.
Maintain and update lead lists prospect data and records related to new producers M&A integrations and onboarding efforts.
Act as a primary point of contact and regional expert for CRM use and support across sales teams.
Lead Management & Outreach Support
Monitor inbound leads from portals and web forms; set up routing and workflows for timely follow-up in both systems.
Research and maintain prospect lists including competitor agencies and targeted verticals.
Help develop and execute vertically driven sales campaigns and targeted outreach based on producer needs.
Reporting & Analysis
Support pipeline review meetings by ensuring pipeline data in CRM systems is accurate and complete.
Work closely with Sales Operations leadership and SRM to fulfill ongoing and ad-hoc reporting needs.
Use Excel Power BI and PowerPoint to organize analyze and present data for leadership and sales teams.
Training & Sales Enablement
Provide training and support for producers and staff on CRM usage best practices and available tools.
Support onboarding of new producers and acquired teams by importing and aligning data within CRM systems.
Serve as a resource to the CNC sales team for tools templates and system-related support.
Sales & Marketing Collaboration
Partner with field marketing producers and corporate marketing to support campaigns email marketing and lead generation initiatives.
Collaborate on the creation of marketing collateral RFPs capabilities decks benchmarking reports and sales tools.
Support execution of email campaigns across both Salesforce and Dynamics as needed.
Additional Support
Assist with logistics and documentation for internal meetings summits and special events such as trade shows and sales conferences.
Collaborate with Marketing & Communications to support brand presence via ads social media and email campaigns.
Perform other duties as assigned to support the Sales Operations function.
Desired Skills & Experience:
2 years of hands-on Salesforce administration (Sales Cloud required; Experience Cloud a plus)
1 years of experience with Microsoft Dynamics CRM
Experience supporting data integrations during M&A a strong plus
Proficiency in Excel and/or Power BI (PowerPoint also required) intermediate to advanced skill level
Solid understanding of CRM data structures lead management and campaign execution
Salesforce Administrator certification preferred
Strong communication and cross-functional collaboration skills
Organized proactive and comfortable managing multiple priorities in a dynamic and evolving environment
Position Type:Full-Time/Regular
Department Sales Operations
Required Travel: Negligible - Travel is dependent on the needs and geographic spread of the HUB or HUB Region. On average 5-20% domestic travel to offices within the HUB or region and occasionally up to 1 trip to Chicago (Corporate) per year.
The expected salary range for this position is $64000-74000 depending on geographical location and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits and eligible bonuses equity and commissions for some positions.
#LI-RS1 #LI-LW1
WHY CHOOSE HUB:
Throughout our network of more than 450 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.
We are the perfectfit if you:
Are seeking a progressive work environment at a rapidly growing organization
Have a desire to help others protect their future
Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
Are focused on learning and development to enhance your industry knowledge and expertise
Are a self-starter willing to invest time and energy to learn the technical aspects of our business
Believe in integrity and building success by developing relationships with others
LIKE US SO FAR
Take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. Apply online today!
Are you a veteran Disabled We welcome ALL candidates and are proud of our wonderfully diverse employee population.
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations. The EEO is the Law poster and its supplement is available here at EEOAA Policy
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired Education: Associate degree (2-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
Employment Type
Full-Time
