CRM Operations Specialist

The CRM Operations Specialist is responsible for managing key operational, technical, and administrative processes that support customer relationship management, Salesforce workflow execution, and Helpdesk workloads. This role balances CRM administration, Salesforce task execution, and account maintenance duties. This position is essential to ensuring data accuracy, service delivery consistency, and smooth execution of internal and external support activities.

Duties and Responsibilities

Dynamics Account Administration

• Manage CRM data accuracy including contact and address updates, acquisitions, etc.
• Perform subscription contact clean‑up and resolve undeliverable email issues.
• Administer returned software processes and ensure records remain complete and up to date.

Salesforce Task Execution (Non‑Accounting)

• Execute Salesforce tasks that support operational workflows outside of the accounting space.
• Manage task routing, data updates, and workflow steps.
• Support enhancements, troubleshooting, and consistency across Salesforce processes.
• Supports the provisioning and member setup workflow within NCM’s CRM.
• Management of Membership accounts, contacts, products, and billing and/or fees, according to all client request(s).

Helpdesk Support Assistance

• Make all necessary changes in system due to monthly and quarterly mass email distributions, ensuring accuracy and timely delivery.
• Review Trends raw data and coordinate necessary follow-up actions.
• Manage cross-functional communication and ensure projects stay aligned with deadlines and stakeholder expectations.
• Assist Helpdesk with administrative tasks support

Qualifications

• Experience working in CRM systems, with Salesforce strongly preferred; ability to manage data integrity, execute workflows, and support system-driven processes.
• Strong understanding of account and contact management, data maintenance, and task execution within a CRM environment.
  High attention to detail and commitment to maintaining accurate, reliable data.
• Ability to manage recurring operational tasks and high-volume workflows while meeting deadlines.
• Strong written and verbal communication skills with the ability to collaborate effectively across teams and with external members.
• Strong organizational and time-management skills with the ability to prioritize competing responsibilities.
• Problem-solving skills with the ability to troubleshoot system or process issues and identify improvements.
• Professionalism and accountability when handling sensitive member and customer information.