CRM Data Specialist

Freese and Nichols is seeking CRM Data Specialist to join our Marketing team. As a CRM Data Specialist, you will support the firm's CRM business development database and related business systems, contributing to data quality, reporting, and system effectiveness. This role partners closely with the CRM System & Data Manager, Business Development, Business Technology, and other internal stakeholders to support strategic initiatives, business development processes, and key performance metrics. You will help ensure data is reliable and accurate, system performance is consistent, and user adoption is improved through user support and training.

This position is open in the following office locations: Austin, Corpus Christi, Fort Worth, Frisco, Houston, San Marcos, and San Antonio, TX; Oklahoma City, OK; Rogers, AR; Tampa, FL; and Charlotte, Raleigh, and Winston-Salem, NC.

Responsibilities:

• Manage CRM data throughout its lifecycle, including governance, maintenance, and process improvement
• Analyze and process opportunity change requests, deletions, and duplicate records using independent judgment
• Audit CRM data using maintenance reports to ensure accuracy and resolve discrepancies
• Support integration of data from systems such as accounting, HRIS, and Active Directory and troubleshoot issues
• Administer contact mailing lists, including creation, updates, and data imports
• Assist with reporting and dashboards to support business development metrics and key performance indicators
• Develop, maintain, and deliver CRM training materials, including guides, webinars, and communications
• Provide user support, troubleshoot issues, and coordinate with vendors on system bugs
• Manage CRM licenses and support mailbox inquiries while prioritizing user needs
• Identify trends, recommend improvements, and contribute to continuous improvement initiatives

Qualifications

• 6+ years of experience working with CRM systems, enterprise business systems, or large databases
• High School Diploma or equivalent
• Advanced experience with data management, data analysis, and reporting
• Experience exercising independent judgment in managing data structure, workflows, and system processes
• Experience supporting multiple stakeholders and prioritizing competing demands

Preferred

• Higher education is preferred but not required and can be substituted for years of experience
• Experience with Cosential CRM platform
• Experience with Power BI, SQL, or other business intelligence tools
• Experience integrating data across systems such as ERP or HRIS
• Experience developing and delivering user training

About Freese and Nichols

At the heart of our culture is our LEADS values (Learn continuously, Engage as family, Act with integrity, Deliver quality, and Serve always). Each year, our employee engagement survey confirms that our leaders and our employees live our values.

We strive to be the firm of choice for clients and employees through innovative approaches, practical results, and outstanding service. For more than 130 years, we have been planning and designing the infrastructure our communities need: developing water supplies, designing roadways and bridges, preparing for natural disasters, and much more.

Besides our comprehensive benefits package (see more at Benefits That Work for You), we offer paid overtime for salaried employees, an annual bonus, and access to company cabins in Red River, New Mexico and Banner Elk, North Carolina. We are proud of our flexible work environment which includes a hybrid schedule with up to 40% of remote work, and an alternative work schedule program which provides a day off every other Friday.

Join our team of 1,300+ employees as we grow from Virginia to Colorado. Learn more about working here at Working at Freese and Nichols.

Freese and Nichols is firmly committed to Equal Employment Opportunity (EEO) and prohibits employment discrimination for employees and applicants based upon race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

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