Summary

At SHRM, we empower workplaces by supporting HR professionals and organizations in achieving their goals. We are seeking a CRM Marketing Specialist to join our Brand and Marketing Division. This individual will play a critical role in optimizing marketing-sourced leads within our CRM, ensuring accurate reporting, seamless platform integrations, and strategic alignment with sales processes.

Through advanced CRM management and expert analytics capabilities, you will improve how leads flow through the sales pipeline and contribute to SHRM’s mission of advancing people and workplaces. The CRM Marketing Specialist will be responsible for managing and optimizing CRM processes, as well as supporting marketing campaigns and reporting efforts.

Responsibilities

Lead Management & Optimization

• Assist with building CRM workflows and integrations for lead hand-off to sales from various marketing sources, ensuring seamless transitions across supported SHRM audience segments.
• Collaborate with IT and Marketing Technology to integrate platforms into the CRM such as forms and marketing automation platforms for automated lead hand-off.
• Inform and optimize lead processes within the sales pipeline to ensure efficient movement and reporting post hand-off.
• Support lead enrichment, de-duplication, and standardization projects for all marketing-collected data through integrations and third-party platforms.
• Create CRM campaigns in support of marketing tactics, aligning them with attributed reporting capabilities.

Data Reporting & Analytics

• Build and manage dashboards and reports within the CRM to track performance data for marketing-sourced leads across SHRM’s audience segments.
• Deliver consistent insights to improve marketing tactics and ensure alignment with overall business goals.
• Perform A/B testing & performance analysis surrounding campaigns using CRM data across objects.
• Support ad-hoc reporting requests related to the marketing-related areas within the CRM.

Collaboration

• Assist CRM stakeholders with related projects and database optimizations that impact marketing success.
• Support teams across SHRM with better understanding and navigating the CRM while defining best practices in collaboration with other stakeholders.
• Partner with Sales and Marketing enablement to inform campaign and support planning.

Education & Experience Requirements

Education:

• A Bachelor’s degree in IT, Marketing, Communications, or a related field is preferred but not required.

Experience:

• Minimum of 2-4 years of relevant experience.
• Advanced CRM Experience: Proficient in utilizing CRM systems with expertise mapping fields across various objects (leads, opportunities, campaigns, etc.).
• Salesforce.com experience is a highly preferred plus.

Knowledge, Skills & Abilities

• Ability to effectively leverage artificial intelligence (AI) tools and technologies to streamline workflows, enhance productivity, and improve overall work quality.
• Data Management Skills: Strong ability to handle, analyze, and organize data, ensuring accuracy and consistency across platforms.
• Excel, Tableau, or Power BI experience is preferred.
• Reporting & Dashboard Creation: Skilled in creating and optimizing custom reports and dashboards to deliver actionable insights.
• Marketing Automation Expertise: Experience in marketing tools and automation platforms.

Certifications

• N/A

Physical Requirements

This position operates in a typical office environment and requires the ability to perform essential job functions with or without reasonable accommodation. Physical requirements may include:

• Prolonged periods of sitting at a desk and working on a computer.
• Frequent use of hands and fingers for typing, handling documents, and using office equipment.
• Occasional standing, walking, bending, and reaching.
• Ability to lift and carry up to 30 pounds as needed.
• Clear verbal and written communication skills for effective interaction with colleagues and stakeholders.

Work Environment

Hybrid Position (3 Days In-Office, 2 Days Remote):

• This position follows a hybrid work schedule, with Tuesday through Thursday in office and Monday and Friday remote. Employees must be available during standard business hours, with core hours beginning between 8:00AM – 9:00AM and concluding between 5:00PM – 6:00PM.

Travel: 0 – 10%

#LI-Hybrid

The hiring range for this position is $70,000 to $82,000 per year. This range is an estimate and the actual salary may vary based on the candidate's experience, skills, and qualifications. SHRM offers a competitive and comprehensive total rewards package. The benefits for this position include professional growth and development, health, dental, vision, well-being, health savings, flexible spending, retirement, open leave, and annual discretionary bonus and incentives.