CRM Manager

2 weeks ago

Cambridge, Canada Convergix Automation Full time

Convergix Automation Solutions is a global automation solutions provider specialized in custom automated manufacturing systems including robotics, controls, material handling, information systems, process automation in a variety of manufacturing industries. With over 500 employees worldwide and 4 operating companies in Canada, USA, Northern Ireland, England, Scotland, and India, we need to develop a CRM system that can bridge the company together and support the significant growth we expect in the coming years.

In this role, you will lead the effort and the team for scope including user requirements development, integration with potential 3rdparty suppliers, implementation project management, business processes, and data maintenance of the functional areas of the CRM. We are looking for a highly capable CRM Manager to ensure that our company can realize the benefits offered by the Salesforce CRM system. The role requires frequent interaction with the CONVERGIX leadership team to develop solutions that meet each of the Operating Companies unique requirements. They will establish the scope of requirements from different stake stakeholders and work with Finance, Sales, Applications, and other Operational Leadership to understand means as it relates to CRM Software.

The CRM Manager will also work collaboratively with our IT Enterprise Applications team to implement best practices, new business processes, and platform roadmap.

**What would a typical day look like?**
- Plan, scope, and manage implementations for Convergix (parent co) and each operating company.
- Manage and provide direction to CRM Administrator (existing)
- Serve as the initial end-user support role
- Develop training material and provide in person training at each Operating company.
- The CRM Manager is proficient in creating and administering dashboards and reports, managing Salesforce user roles, profiles, sharing rules, workflows, and groups.
- Report to Chief Sales & Marketing Officer
- Manage how sales department leads and contacts are maintained in the system
- Maintain sales cloud, as well as create user accounts, maintain data: account, opportunity, leads, and custom objects.
- Lead and execute effective training efforts to the organization (initial and on-going)
- Document and update processes, including error reports and changes to field history tables.
- Work with salesforce administrator to create reports and configure automated alerts for sales, marketing, and other departments.
- Work collaboratively with the various departments in designing, developing, and managing analytical reports, dashboards, and campaigns with varying degree of complexity
- Identify gaps between 3rd party ERP systems
- Shall work within the organizations defined software development lifecycle (SDLC)
- Work to develop request for quotes for 3rd parties for the development of Convergix baseline CRM.
- Collaborate with IT on test plan and execute testing to ensure quality control.
- Create operating company implementation plan for each operating company.

**What qualifies you for this opportunity?**
- You are a Salesforce certified administrator or Salesforce advanced certified administrator
- A bachelor's degree in computer science, engineering or business would be advantageous
- 3-5 years of experience as a Salesforce administrator in a similar environment
- Experience in highly engineered custom systems
- Ability to listen, understand to the stakeholders and capture their requirements
- Leadership qualities to initiate and guide the CRM team
- Extensive experience in the administration and maintenance of Salesforce systems
- Exceptional ability to create and maintain Salesforce databases
- In-depth knowledge of Salesforce products, third party add-ons, and their functionalities
- Define Salesforce profiles, allocating roles, and managing access
- Knowledge of generating Salesforce reports and related metrics packages
- Ability to provide Salesforce training and end-user support.
- Ability to travel to CONVERGIX Automation Operating Companies in North America and Europe.

**What does CONVERGIX Offer You?**

Here at CONVERGIX, we offer a very generous compensation and benefits package including:

- Health
- Dental coverage
- RRSP Matching
- 401K
- Paid Cell Phone and Home Internet
- and more

**CONVERGIX Automation Solutions**

CONVERGIX Automation Solutions (CONVERGIX) is a global systems integrator specializing in custom automated manufacturing systems including, robotics, controls, material handling, information systems, and process automation. As a complete solutions provider, we offer our customers technical expertise and creative solutions to dramatically improve and enhance their processing, manufacturing, and logistics operations.

We are a single Source Automation Solutions Provider that leverages the Geography, Technology, Industry expertise and Capacity of the entire Convergix portfolio across the entire value chain for our customers. We levera

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