Coordinator CRM Operations at Swinerton Builders in Santa Ana, California

Job Description:

Compensation Range:
$28.84 - $36.05 Hourly Rate

Job Description Summary:
The Coordinator CRM Operations will be responsible for assisting with overall system administration including data management, analysis, reporting, and developing/enforcing policies and procedures.

Job Description:

Responsibilities and Duties

• Assist in the day-to-day administration, management, and innovation of our CRM system


• Monitor and manage data to ensure data integrity which includes editing and correcting inaccuracies as well as providing feedback to users on proper protocols, processes, policies, and procedures


• Assist in creating, documenting, and communicating system changes, policy and procedures, and new features


• Create, update, and validate reports for data analytics, trade organization rankings, companywide KPI's, executive reporting, and data audits


• Aid in assessing system/process changes and training needs to provide solutions, support, and guidance for CRM users


• Assist in creating, maintaining, and conducting a formal training program, materials, and virtual/in person sessions for CRM users via a myriad of media types and platforms


• Assist Corporate, Regional, and Division Marketing in uploading, creating, and maintaining email contact lists in support of the development, coordination, and execution of marketing and email campaigns


• Assist with planning, implementation, customization, execution, and maintenance of various CRM features including workflows, system changes, new features, as well as updating policies, procedures, and processes


• Assist in researching, troubleshooting, and resolving: Technical issues with integrations from other systems; errors and unexpected system behaviors from CRM user feedback; help facilitate troubleshooting and resolution with CRM Vendor Support to resolve issues


• Work with BTech to support and participate in various integration initiatives including CRM configuration changes and updates, overall system set up, validating and testing ERP configuration changes and updates, assessing impact and changes needed to the CRM, verifying and communicating outcomes


• Manage setup of additional Licensed Users and reconciliation of licenses


• Other responsibilities as assigned

Minimum Skills/Experience

• Bachelor's Degree in marketing, strategic communications, library science, journalism, or similar degree


• 2-3 years of database experience


• Motivated self-starter


• Excellent judgment and works efficiently with minimal oversight


• Thinks logically and analytically


• Strong attention to the details


• Can manage multiple projects and time wisely


• Strong written and oral communication skills, especially interpersonal skills


• Familiarity with CRM systems, specifically Cosential


• Proficient in Microsoft Office (Word, Excel, PowerPoint, etc.), basic skills in Adobe InDesign, Advanced Excel knowledge a plus

Summary of Benefits

This role is eligible for the following benefits: medical, dental, vision, 401(k) with company matching, Employee Stock Ownership Program (ESOP), individual stock ownership, paid vacation, paid sick leave, paid holidays, bereavement leave, employee assistance program, pre-tax flexible spending accounts, basic term life insurance and AD&D, business travel accident insurance, short and long term disability, financial wellness coaching, educational assistance, Care.com membership, ClassPass fitness membership, and DashPass delivery membership. Voluntary benefits include additional term life insurance, long term care insurance, critical illness and accidental injury insurance, pet insurance, legal plan, identity theft protection, and other voluntary benefit options.

Anticipated Job Application Deadline:
04/01/2025