Job description
- Lead the organization as the champion of the Customer Relationship Management (CRM) system continuously assessing for system growth, evolution, and ease of use across all devices to further sales and marketing goals.
- Champion and maintain data integrity, cleanliness, enhancements, and integrations for both SIE and TMH CRMs in order to grow our dealer performance on data health.
- Provide continuous creation, support, and documentation of Standard Operating Procedures (SOPs) to train and advise all end users.
- Establish effective working relationship with users to understand pain points, usage patterns and desired functionality.
- Create and maintain user administrative guides and video training resources in our asset library.
- Partner with internal teams and external vendors to assess system requests, implementation, and recommend solutions to enhance operational efficiency.
- Manage user permissions and security roles during onboarding and throughout the tenure of each user.
- Maintain territories, rep assignments, and teams for the entire organization for accurate access and permissions.
- Maintain appropriate account access for reps within a 24 hour time frame.
- Create, modify, and maintain system customizations, ongoing maintenance, integrations, and configurations; dashboards, push reports, visualizations, etc. to streamline the system for the organization.
- Participate and lead in design of new features with key business users, gathering and documenting business processes and requirements for the system and seeing projects through to fruition.
- Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present.
Qualifications/Skills:
- Excellent oral and written communication and ability to articulate to all project members and stakeholders.
- Experience with Microsoft Dynamics 365 and CRM for sales concepts a plus.
Pay is based on experience and SIE offers an excellent benefits package for full time associates including:
- Medical/Rx Insurance
- Dental Insurance
- Vision Insurance
- Short and Long Term Disability Insurance
- Life and AD&D Insurance
- Paid Holidays
- Paid Vacation and Personal Time
About Southeast Industrial Equipment,Inc.:
Southeast Industrial Equipment, Inc. is a second-generation, family-owned operation. In 1994, with twenty years’ experience in the material handling equipment business and three years as president of SIE under his belt, CEO Steve Thorne purchased the company from JM Family Enterprises, Inc. In 2006, after several successful years of growth, Steve turned the company over to his son and daughter Cory Thorne and BJ Matthews, President and Vice President respectively. Under Cory’s leadership, SIE has continued to evolve as the premier supplier of quality equipment and products and superior services in the material handling industry. With an experienced management team and strong regional leadership firmly in place at each dealership, Southeast Industrial Equipment is perfectly positioned to satisfy the forklift, heavy equipment, material handling, and warehouse needs of customers both now and well into the future
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