CRM Specialist
CohnReznick

As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

YOUR TEAM.

We currently have an exciting career opportunity in our Marketing team for a CRM Specialist based out of our Charlotte office in a hybrid capacity.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities.

We're seeking a detail-oriented and technically skilled CRM Specialist to join our dynamic team. In this role, you'll be responsible for administering and optimizing our CRM system to support our fast-paced relationship focused environment. Your expertise will ensure our core systems are reliable, accurate, and tailored to day-to-day user needs while delivering key insights to leadership. If you're passionate about CRM systems, thrive in a collaborative setting, and are ready to drive change in a fast-paced environment, we'd love to hear from you.

WHY COHNREZNICK?

At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.

We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities include but not limited to:

General

• Become a Microsoft Dynamics 365 CRM subject matter expert understanding how CohnReznick uses the tool, best practices, workflows, integrations, and opportunity process.

Data Cleansing

• Be the project coordinator for all data cleansing activities, working closely with Chennai team members on various cleanse and data enrichment projects.
• Assist in identifying and resolving data anomalies and errors; maintaining a high level of data integrity.
• Assist with data integration projects.

User Experience & Support

• Execute user support strategy to ensure proper levels of product support coverage.
• Manage the helpdesk day to day answering questions and providing user support approximately 40 - 50 tickets a day on average.
• Creating and maintaining documentation on processes, policies, application configuration, and help-related materials. Identify and support process improvement initiatives identified by CRM Manager
• Analyze data and creating helpdesk ticket reports for insights into team operations and productivity.
• Manage and maintain licenses for CRM and Introhive.
• Learn to build and manage queries, views, and dashboards in CRM.

Technical support

• Develop strong working relationships with CRM and PowerBI developers.
• Work with CRM Manager to write simple to moderately complex test plans and test cases to ensure changes that are made to the application meet client needs and maintain application integrity.
• Provide implementation consultation and support services during installations, upgrades, and customizations.
• Determine system updates and improvements with the team, manage process timeline with IT by overseeing development requests and testing in QA environment when required.
• Build deep knowledge of table structures and relationships database products related to CRM.
• Maintain CRM mapping documentation and participate in broader data mapping projects.
• Participate in system privacy compliance reviews and audits.
• Coordinating and supporting integrations with third-party applications.
• Supporting the team in daily troubleshooting, bug fixing, and end-user support.

Training

• Provide technical user training virtually and in-person.
• Host weekly CRM office hours, addressing FAQs and any user needs each week.
• Provide user onboarding training.

YOUR EXPERIENCE.

The successful candidate will have:

• Bachelor's Degree or comparable on the job experience.
• A solid analytical and technical background.
• 2+ years of CRM Administration experience, e.g., Salesforce, Microsoft Dynamics.
• Strong customer service skills, call center experience etc.
• Strong background in teaching and training.
• Strong communication and collaboration skills.

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-Hybrid

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