CRM Management SpecialistBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Position Summary:We are seeking a highly organized and detail-oriented individual to work with our new business team to manage technology to enable client and prospect management. You will be responsible for maintaining accurate client and prospect records, supporting producers in new business prospecting, and partnering with the marketing team to deliver targeted campaigns and communications.Essential Duties and Functions:CRM Ownership & SupportMaster and own Microsoft Dynamics, serving as the in-house expert and resource for the teamManage CRM data for clients and prospects, ensuring accurate input, updates, and ongoing maintenanceNew Business Prospecting Campaign ManagementQualify new business opportunities by cross-referencing CRM data with other B&B teams to avoid conflicts and confirm lead ownershipLeverage CRM and other data sources to develop and manage targeted prospects lists (by industry, employer size, geography, etc.)Manage prospect push campaigns leveraging B&B Intellectual Capital, whitepapers, compliance updates and webinarsNew Business Proposal SupportMaster proposal database (Loopio) and take first pass as responding to broker/consulting proposals in tandem with associated sales leadAssist in developing finalist meeting presentations and pitch decksMarketing & CommunicationsPartner with the marketing team to execute outbound communications, promotions, and new business development initiativesHelp refine messaging and ensure CRM-driven campaigns are effectively deployedCompetencies:Organization & ExecutionPlans and manages time effectively, follows through on tasks, and delivers high-quality work on deadline.Strong CommunicationAbility to convey complex information clearly and effectively to sales teams and stakeholders.Project ManagementAbility to manage multiple projects and initiatives simultaneously while meeting deadlines.Analytical ThinkingSkills to interpret sales data and market trends to develop effective sales strategies.Technical ProficiencyFamiliarity with sales tools, CRM systems, and data analytics platforms.AdaptabilityEmbraces change and adjust priorities or work style as needed.Qualifications:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.Required QualificationsBS or BA1-3 years of experience in sales database managementExcellent communication, interpersonal, and organizational skillsExperience using Microsoft Dynamics or equivalentProficient with MS Office, including Excel, Word, and PowerPointPhysical Requirements Necessary on a Regular BasisManual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day.Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.Vision sufficient for use of a computer monitor.Ability to sit at a desk 7 8 hours per day.Reliable transportation to and from work.Pay Range$36 - 41 HourlyThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.Teammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.The Power To Be YourselfAs an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".