CRM Specialist

The CRM Specialist will support the implementation, management, and optimization of L.A.B. Golf’s first Customer Relationship Management (CRM) system. Working closely with IT and the selected vendor, this role will help configure the system to align with business processes, ensure data integrity, and develop workflows that enhance customer engagement. The CRM Specialist will also drive adoption across teams, automate key processes, and provide reporting and insights to support decision‑making.

• Partner with IT and vendors to implement and configure the company’s new CRM system.
• Define system requirements based on business needs, ensuring alignment with sales, marketing, and customer service workflows.
• Manage user access, roles, and security settings to protect customer data.
• Oversee system updates, integrations, and troubleshooting, coordinating with IT and vendors as needed.
• Customize fields, workflows, page layouts, and approval processes to support business needs.
• Ensure seamless integration with marketing automation, email, and customer support platforms.
• Provide technical support and serve as the primary point of contact for CRM‑related issues.

• Establish and enforce data entry standards to maintain clean and accurate customer records.
• Develop and maintain reports and dashboards to track key sales, marketing, and customer service metrics.
• Analyze CRM data to identify trends, opportunities, and areas for process improvement.
• Deliver insights to leadership, supporting data‑driven decision‑making.

• Design and implement automated workflows to streamline lead management, sales processes, and customer interactions.
• Automate tasks such as notifications, follow‑ups, approvals, and data updates to improve efficiency.
• Implement structured approval workflows for pricing discounts, marketing campaigns, or key sales decisions.
• Regularly assess and refine automated processes to enhance performance and usability.

• Develop and deliver training programs to ensure teams effectively utilize the CRM.
• Create user guides, documentation, and best practice materials.
• Provide ongoing support to employees, addressing technical issues and improving adoption.
• Promote data hygiene and CRM best practices to maintain system integrity.
• Foster a data‑driven culture by demonstrating how CRM insights contribute to business success.

• Work with sales, marketing, and customer service teams to align CRM functionality with operational goals.
• Support the transition from current processes to a CRM‑driven workflow, ensuring minimal disruption.
• Drive user adoption by addressing concerns, refining workflows, and gathering feedback for continuous improvement.
• Provide leadership with insights and recommendations to maximize CRM effectiveness.

• Bachelor’s degree in Business Administration, Marketing, Information Systems, or a related field preferred.

• Experience as a CRM Specialist, CRM Administrator, or in a similar role.
• Proficiency in CRM platforms (Salesforce, Hub Spot, or similar).
• Experience in sales, marketing automation, or customer service processes is preferred.

• Strong analytical skills and ability to interpret customer data.
• Proficiency in CRM configuration, workflow automation, and reporting.
• Excellent communication and training abilities for supporting internal teams.
• Detail‑oriented with strong problem‑solving and organizational skills.
• Ability to work collaboratively across multiple departments.

As part of our commitment to providing equal opportunities, we welcome and encourage individuals of all abilities to apply. The following outlines the core physical and cognitive functions typically required to perform this role. Reasonable accommodation(s) will be made to enable qualified individuals with disabilities to perform these essential functions.

• Mobility:
  Ability to work onsite and move between office areas.
• Manual Dexterity:
  Hand‑eye coordination for using computers, phones, and other office equipment.
• Visual Acuity:
  Ability to read reports, monitor screens, and assess data accurately.
• Lifting:
  Occasionally lifting and carrying office supplies and equipment, typically weighing up to 30 pounds.

• Attention to Detail:
  Ability to ensure accuracy in work.
• Multitasking:
  Capable of handling multiple tasks simultaneously.
• Planning and Organization:
  Strong organizational skills to manage projects, including software implementation in cross‑functional teams.