AEG
CRM Operations Manager
AEG, Santa Monica, California, United States, 90403
Position Title:
CRM Operations ManagerCompany:
Confirmed360Location:
Santa Monica, CAEmployment Type:
Full-timeReports to:
COO
About Us:
Confirmed360 is a premier provider of VIP experiences, partnering with artists, sports teams, and venues to offer unparalleled access to live entertainment and sports events. Our mission is to create unforgettable moments for our clients by offering exclusive suites, backstage passes, and unique experiences at the most sought-after events.
Job Description:
The CRM Operations Manager will be responsible for managing and optimizing our Salesforce Customer Relationship Management (CRM) system, ensuring its reliability and performance for the Sales, Marketing and Partnerships teams. This role involves advanced configuration, customization, and maintenance of the Salesforce CRM platform to ensure it supports the organization's sales, marketing, and customer service goals. This role will focus on enhancing scalability, effectiveness, and efficiency of CRM operations, working closely with cross-functional teams to identify and implement solutions that reduce manual work and streamline processes. The ideal candidate will have extensive experience with CRM systems, a deep understanding of business processes, and the technical expertise to enhance CRM functionality.
Key Responsibilities:Oversee all aspects of Salesforce CRM software including user and license management, new user setup/deactivation, roles, profiles, permissions, and public groups for SalesGather and prioritize business feedback related to CRM systems and tools, shaping the roadmap to drive efficiency and effectivenessBuild and maintain custom objects, fields, layouts, validation rules, triggers, flows, etc. to improve the sales and customer relationship management processesCreate, manage, and execute CRM data management and hygiene standards and practicesOptimize CRM integrations and processes to improve user efficiency and data qualityOwn and manage business requirements documentation, system/tooling GTM execution, UAT testing, and enablementCoordinate and manage lead and campaign distribution across sales teamDevelop and implement custom dashboards and reports to provide insights into customer behavior, sales performance, and other key metrics to support C360 leadership and team membersAssist in the development and improvement of business intelligence solutions and processes to support decision-making and make recommendations to senior leadershipCreate training materials for Salesforce usersMonitor system health and security and perform regular system auditsSupport invoicing and contract integrations through SalesforceWork with Salesforce vendors to optimize integrations, resolve issues, troubleshoot support-related items, implement updates, and leverage new featuresImport, export, and manipulate data as neededMaintain business communications related to CRM system/tooling and keep documentation up-to-dateEnsure compliance with all regulatory requirementsLead the development and execution of CRM strategies, including omni-channel marketing initiativesSupervise data flows, upgrades, testing, troubleshooting, and version control of CRM platforms and business intelligence toolsAnalyze customer data to define actionable segments and create targeted campaigns.Work with marketing to develop and enhance KPIs for CRM marketing channels and campaignsConduct ongoing user training sessions and supportComplete other duties as assignedAdditional Responsibilities:
Vendor Management: Ensure proper order entry for vendors, including mandatory order number entryTransaction Management: Ensure proper documentation for Amex transactions and auto-verification of approved paymentsIntegration Management: Manage the integration of Salesforce with QuickBooks Online (QBO)Commission Reporting: Ensure accurate reporting and tracking of commission-related transactions and ordersData Cleanup: Remove past employee orders from admin approval and clean up duplicate accountsSAR Reporting: Track open orders not paid and monitor losses and non-submitted ordersReferral Management: Implement bulk referral payment verification and lock verified sales items/transactionsPredictive Modeling: Improve prediction models and automate referrals where possibleEvent Management: Ensure accuracy of event links and eliminate duplicate eventsReporting: Create and maintain comprehensive reporting systems for various metrics, including sales by account source and rep, total transactions, and commission reportsData Verification: Regularly verify and update buyer information, location, and interestsQualifications / Required Skills:
Proactive attitude to platform enhancementsScale best practice solutions to team members across multiple venuesDetail-oriented and organized, with the ability to manage and prioritize multiple priorities and deadlinesStrong analytical and problem-solving skills with the ability to interpret complex data setsAbility to translate business requirements into technical solutionsExcellent communication skills with the ability to present findings and recommendations to diverse stakeholdersExcellent data management skills, including data imports/exports and data qualitymanagementAvailable and responsive to questionsCommunicate effectively with stakeholders at all levelsActive within the Salesforce communityEducation and Experience:
Bachelor's degree in Information Technology, Business Administration, or a related field (Master's degree preferred)Certified Salesforce Administrator preferredMinimum 5+ years of experience in CRM administration, preferably with SalesforceStrong understanding of CRM best practices and sales processesProficiency in CRM customization, including workflows, scripts, and dashboardsExperience with CRM integrations and third-party applicationsExperience with database management and SQLFamiliarity with marketing automation toolsKnowledge of business intelligence and reporting toolsAdditional information:
This is a full-time in office position located in Santa Monica with a flexible work schedule.Benefits include health, dental, vision and 401K.Paid time off (vacation, sick leave, holidays).Wednesday free lunches and access to office snacks throughout the week.Startup culture with an open office concept, including access to recreational amenities such as ping pong and basketball.Compensation based on experience.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
CRM Operations ManagerCompany:
Confirmed360Location:
Santa Monica, CAEmployment Type:
Full-timeReports to:
COO
About Us:
Confirmed360 is a premier provider of VIP experiences, partnering with artists, sports teams, and venues to offer unparalleled access to live entertainment and sports events. Our mission is to create unforgettable moments for our clients by offering exclusive suites, backstage passes, and unique experiences at the most sought-after events.
Job Description:
The CRM Operations Manager will be responsible for managing and optimizing our Salesforce Customer Relationship Management (CRM) system, ensuring its reliability and performance for the Sales, Marketing and Partnerships teams. This role involves advanced configuration, customization, and maintenance of the Salesforce CRM platform to ensure it supports the organization's sales, marketing, and customer service goals. This role will focus on enhancing scalability, effectiveness, and efficiency of CRM operations, working closely with cross-functional teams to identify and implement solutions that reduce manual work and streamline processes. The ideal candidate will have extensive experience with CRM systems, a deep understanding of business processes, and the technical expertise to enhance CRM functionality.
Key Responsibilities:Oversee all aspects of Salesforce CRM software including user and license management, new user setup/deactivation, roles, profiles, permissions, and public groups for SalesGather and prioritize business feedback related to CRM systems and tools, shaping the roadmap to drive efficiency and effectivenessBuild and maintain custom objects, fields, layouts, validation rules, triggers, flows, etc. to improve the sales and customer relationship management processesCreate, manage, and execute CRM data management and hygiene standards and practicesOptimize CRM integrations and processes to improve user efficiency and data qualityOwn and manage business requirements documentation, system/tooling GTM execution, UAT testing, and enablementCoordinate and manage lead and campaign distribution across sales teamDevelop and implement custom dashboards and reports to provide insights into customer behavior, sales performance, and other key metrics to support C360 leadership and team membersAssist in the development and improvement of business intelligence solutions and processes to support decision-making and make recommendations to senior leadershipCreate training materials for Salesforce usersMonitor system health and security and perform regular system auditsSupport invoicing and contract integrations through SalesforceWork with Salesforce vendors to optimize integrations, resolve issues, troubleshoot support-related items, implement updates, and leverage new featuresImport, export, and manipulate data as neededMaintain business communications related to CRM system/tooling and keep documentation up-to-dateEnsure compliance with all regulatory requirementsLead the development and execution of CRM strategies, including omni-channel marketing initiativesSupervise data flows, upgrades, testing, troubleshooting, and version control of CRM platforms and business intelligence toolsAnalyze customer data to define actionable segments and create targeted campaigns.Work with marketing to develop and enhance KPIs for CRM marketing channels and campaignsConduct ongoing user training sessions and supportComplete other duties as assignedAdditional Responsibilities:
Vendor Management: Ensure proper order entry for vendors, including mandatory order number entryTransaction Management: Ensure proper documentation for Amex transactions and auto-verification of approved paymentsIntegration Management: Manage the integration of Salesforce with QuickBooks Online (QBO)Commission Reporting: Ensure accurate reporting and tracking of commission-related transactions and ordersData Cleanup: Remove past employee orders from admin approval and clean up duplicate accountsSAR Reporting: Track open orders not paid and monitor losses and non-submitted ordersReferral Management: Implement bulk referral payment verification and lock verified sales items/transactionsPredictive Modeling: Improve prediction models and automate referrals where possibleEvent Management: Ensure accuracy of event links and eliminate duplicate eventsReporting: Create and maintain comprehensive reporting systems for various metrics, including sales by account source and rep, total transactions, and commission reportsData Verification: Regularly verify and update buyer information, location, and interestsQualifications / Required Skills:
Proactive attitude to platform enhancementsScale best practice solutions to team members across multiple venuesDetail-oriented and organized, with the ability to manage and prioritize multiple priorities and deadlinesStrong analytical and problem-solving skills with the ability to interpret complex data setsAbility to translate business requirements into technical solutionsExcellent communication skills with the ability to present findings and recommendations to diverse stakeholdersExcellent data management skills, including data imports/exports and data qualitymanagementAvailable and responsive to questionsCommunicate effectively with stakeholders at all levelsActive within the Salesforce communityEducation and Experience:
Bachelor's degree in Information Technology, Business Administration, or a related field (Master's degree preferred)Certified Salesforce Administrator preferredMinimum 5+ years of experience in CRM administration, preferably with SalesforceStrong understanding of CRM best practices and sales processesProficiency in CRM customization, including workflows, scripts, and dashboardsExperience with CRM integrations and third-party applicationsExperience with database management and SQLFamiliarity with marketing automation toolsKnowledge of business intelligence and reporting toolsAdditional information:
This is a full-time in office position located in Santa Monica with a flexible work schedule.Benefits include health, dental, vision and 401K.Paid time off (vacation, sick leave, holidays).Wednesday free lunches and access to office snacks throughout the week.Startup culture with an open office concept, including access to recreational amenities such as ping pong and basketball.Compensation based on experience.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.