Senior CRM / CPQ Administrator
Managing Administrator Job in Myrtle Point, OR
The Senior CRM / CPQ Administrator will be an integral part of the Sales Enablement & Operations team. They will work in collaboration with IT counterparts, and leaders in Marketing and Sales to ensure CRM best practices are implemented and ensuring optimal alignment of the CRM and CPQ tools with sales policies, processes, and other tools and technology, and participate in leading ongoing CRM and CPQ optimization.
The successful individual will collaborate with key stakeholders across Sales, IT, Finance, Operations, and Product teams.
Core Job Duties
Act as the trusted CRM advisor and partner to the business
Handle all basic administrative functions including user account maintenance, data imports, reports and dashboards, workflows, respond to internal requests, maintain user roles and security settings, access settings and other routine task
Act as a mentor to team members with less experience
Work with IT counterpart to maintain the integrity of the SugarCRM database by performing database tasks and duplication cleansing
Build custom reports and dashboards to help each department make more informed decisions
Help tailor the CRM user experience for several groups of users based on unique business requirements
Collaborate with IT department to complete regular internal system audits, prepare for upgrades, prepare data feeds and other integrations based on organizational changes and business requests
Collaborate with business users, other departments, and CRM team to coordinate the evaluation, scope, and completion of new CRM development requests
Research changes in upcoming versions of internal business systems and other integrated applications; providing recommendations when necessary to enhance efficiency and productivity; ensuring timely and appropriate user acceptance testing (UAT)
Learn and understand the functionality of the technology stack that supports the business and integrates with CRM
Document release notes, test plans, and use cases as well as creating and updating how-to's and Standard Operating Procedures
Collaborate with Sales Enablement & Operations team by assisting with user training and developing CRM skills across the organization
Collaborate with all business units to support a culture of continuous improvement and consistent CRM adoption and guideline adherence
Complete CRM training courses to extend knowledge of the platform understand how to administer the CRM using best practices
Review quarterly releases to understand what new features would help the business meet their customer goals and ensure appropriate UAT
Complete CRM Administrator certification within 90 days of hire
Provide organizational readiness for CRM alignment with product releases and updates, partnerships, acquisitions, marketing and sales technology, tools, policies, and processes.
Work with Sales Enablement & Operations team to analyze existing processes, recommend and implement innovative improvements needed to achieve growth targets.
A seasoned, experienced professional with a full understanding of area of specialization.
Emerging understanding of broader organizational context and goals. Resolves a wide range of issues in creative ways.
This job is the fully qualified, career-oriented, journey-level position.
Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors.
Demonstrates good judgement in selecting methods and techniques for obtaining solutions.
Networks with senior internal and external personnel in own area of expertise
Typically requires a minimum of 5 years of related experience with a Bachelor's degree; or 3 years and a Master's degree; or a PhD without experience; or equivalent work experience. .
Bachelor's degree in Business or related degree
At least 7 years of CRM Administrator experience
Experience mentoring and coaching team members
Hands on CRM implementation, administration, maintenance, and optimization experience
General knowledge of technology concepts like data storage, APIs, security,
Excellent analytical, problem-solving, change management, and project management skills
Strong understanding of CRM best practices and functionality
Ability to meet deadlines while working in an evolving, complex, & fast paced environment
Self-sufficient, self-motivated, reliable, and action oriented
Exceptional collaborator and influencer - driving change through ideas, relationships, and action
Proficient in Microsoft Office suite including Outlook, Word, PowerPoint, Excel
Additional Preferred Qualifications
SugarCRM or other CRM certification desired
Experience with other Marketing & Sales technologies, such as HubSpot & Outreach, a plus
Experience in HCM or other B2B SaaS industry helpful
Employee must be legally authorized to work in the United States.
Any/Remote - (If you live 30 miles or less from one of our 6 isolved offices, the expectation is you will work a hybrid schedule.)
isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit .
isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit for more information regarding our incredible culture and focus on our employee experience. Visit for a comprehensive list of our employee total rewards offerings.