CRM Support Specialist - Atlas
Oakland, CA
About the Job
Position : CRM Support Specialist
Atlas is a nationwide leader in civil engineering, materials testing and geotechnical consulting services for environmental, industrial and infrastructure construction projects. Headquartered in Austin, TX, Atlas currently has over 3,500 employees with offices throughout the US, including Alaska & Hawaii. It’s no accident that Atlas creates a better experience for infrastructure and environmental projects. It’s how we are built – with the best people in the industry, with the reach and expertise to help at any and every step of the project, and with a heart-led approach that puts quality and safety at the center of everything we do. We’re just built to be better. We are a great company.
We are looking for a detail-oriented CRM Support Specialist to assist in the daily management and operation of our Deltek VantagePoint CRM system. This role will support the Business Development team in maintaining data accuracy, providing user support, and helping develop reports and dashboards using PowerBI . The ideal candidate is eager to learn, highly organized, and passionate about using data to support business decisions.
Job responsibilities include but are not limited to:
+ CRM Maintenance and Data Management : Assist with the regular upkeep of the Deltek VantagePoint CRM system, including data entry, data cleanup, and regular audits to ensure accuracy.
+ User Support : Respond to user inquiries and troubleshoot basic CRM issues, escalating more complex issues to senior team members as necessary.
+ Reporting and Analytics : Support the CRM team in creating and updating reports and dashboards using PowerBI, ensuring data is presented accurately and clearly for decision-making.
+ Training and Documentation : Help prepare and update training materials and documentation to improve user understanding and engagement with the CRM system.
+ Collaboration : Work closely with cross-functional teams (Sales, Marketing, IT) to support CRM needs and help drive adoption of the system’s tools and functionalities.
+ Data Integrity and Cleanliness : Regularly monitor and improve data quality by conducting data validation, de-duplication, and cleanup efforts under the guidance of the CRM leadership.
Qualifications:
+ Bachelor's degree in Information Systems, Business Administration, or a related field; or equivalent experience.
+ 1-2 years of experience in an administrative, data management, or support role, working with Deltek VantagePoint CRM or similar CRM system.
+ Experience with PowerBI or similar data visualization tools, with a strong willingness to expand skills in data reporting practices.
+ Strong attention to detail and commitment to data accuracy.
+ Excellent communication skills with a team-oriented mindset and eagerness to provide user support.
+ Willingness to learn CRM and data management best practices, including data integration and hygiene.
+ Ability to prioritize tasks and adapt in a fast-paced environment.
Preferred Qualifications:
+ Familiarity with CRM systems, preferably Deltek VantagePoint.
+ Basic knowledge of reporting tools, such as PowerBI, Excel, or other data analysis software.
+ Interest in CRM and data management as a career path.
Compensation:
$24.04 - $33.65 hourly
The expected salary range for the position is displayed in accordance with the state’s law. Final agreed upon compensation is based upon individual qualifications and experience.
Benefits:
Atlas offers a comprehensive benefit program to meet the diverse needs of our employees. Depending on your employment status, Atlas benefits include health, dental, vision, life, AD&D, voluntary life / AD&D, disability benefits, leaves of absence, 401k, paid time off, paid holidays, employee assistance program, educational assistance program.
Who We Are:
We strive to be the most sought-after infrastructure and environmental solutions company, known for our unique, values-driven approach and brought to life by the industry’s most exceptional people.
Atlas provides professional testing, inspection, engineering, environmental and consulting services from more than 100 locations nationwide. We deliver solutions to both public and private sector clients in the transportation, commercial, water, government, education and industrial markets.
With a legacy of providing consistent quality and results, Atlas creates a better experience at every stage of an infrastructure project. We connect the best experts in the industry to deliver value from concept to completion and beyond. This means doing everything our clients expect and then raising the expectations in a way that only our people can.
Our Values:
Life: We enhance quality of life. We value people and safety above all else.
Heart: As our hallmarks, we act with compassion, empathy and respect.
Trust: We work together as partners, doing what we say with full accountability.
Mastery: Always striving for the highest quality, we ensure greatness inspires all our work.
Diversity, Equity & Inclusion are at the core of our purpose & values:
We are committed to enhancing the lives of our employees, customers, shareholders, and the communities where we live and work. We believe in our heart-led approach and place a strong focus on conducting our business in an ethical, compassionate, and respectful way. Through our Diversity, Equity & Inclusion Program, we seek to hire, develop, and promote a talented and diverse team of professionals nationwide. We believe in leveraging the power of our different backgrounds, beliefs, perspectives and capabilities to create value for our company and our communities. Our values of Life, Heart, Mastery and Trust are the principles by which we operate, the character of our people, and the culture of our organization. We’re Stronger Together.
Atlas EEOC Statement
Atlas is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atlas makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO Policy https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf
Atlas is a nationwide leader in civil engineering, materials testing and geotechnical consulting services for environmental, industrial and infrastructure construction projects. Headquartered in Austin, TX, Atlas currently has over 3,500 employees with offices throughout the US, including Alaska & Hawaii. It’s no accident that Atlas creates a better experience for infrastructure and environmental projects. It’s how we are built – with the best people in the industry, with the reach and expertise to help at any and every step of the project, and with a heart-led approach that puts quality and safety at the center of everything we do. We’re just built to be better. We are a great company.
We are looking for a detail-oriented CRM Support Specialist to assist in the daily management and operation of our Deltek VantagePoint CRM system. This role will support the Business Development team in maintaining data accuracy, providing user support, and helping develop reports and dashboards using PowerBI . The ideal candidate is eager to learn, highly organized, and passionate about using data to support business decisions.
Job responsibilities include but are not limited to:
+ CRM Maintenance and Data Management : Assist with the regular upkeep of the Deltek VantagePoint CRM system, including data entry, data cleanup, and regular audits to ensure accuracy.
+ User Support : Respond to user inquiries and troubleshoot basic CRM issues, escalating more complex issues to senior team members as necessary.
+ Reporting and Analytics : Support the CRM team in creating and updating reports and dashboards using PowerBI, ensuring data is presented accurately and clearly for decision-making.
+ Training and Documentation : Help prepare and update training materials and documentation to improve user understanding and engagement with the CRM system.
+ Collaboration : Work closely with cross-functional teams (Sales, Marketing, IT) to support CRM needs and help drive adoption of the system’s tools and functionalities.
+ Data Integrity and Cleanliness : Regularly monitor and improve data quality by conducting data validation, de-duplication, and cleanup efforts under the guidance of the CRM leadership.
Qualifications:
+ Bachelor's degree in Information Systems, Business Administration, or a related field; or equivalent experience.
+ 1-2 years of experience in an administrative, data management, or support role, working with Deltek VantagePoint CRM or similar CRM system.
+ Experience with PowerBI or similar data visualization tools, with a strong willingness to expand skills in data reporting practices.
+ Strong attention to detail and commitment to data accuracy.
+ Excellent communication skills with a team-oriented mindset and eagerness to provide user support.
+ Willingness to learn CRM and data management best practices, including data integration and hygiene.
+ Ability to prioritize tasks and adapt in a fast-paced environment.
Preferred Qualifications:
+ Familiarity with CRM systems, preferably Deltek VantagePoint.
+ Basic knowledge of reporting tools, such as PowerBI, Excel, or other data analysis software.
+ Interest in CRM and data management as a career path.
Compensation:
$24.04 - $33.65 hourly
The expected salary range for the position is displayed in accordance with the state’s law. Final agreed upon compensation is based upon individual qualifications and experience.
Benefits:
Atlas offers a comprehensive benefit program to meet the diverse needs of our employees. Depending on your employment status, Atlas benefits include health, dental, vision, life, AD&D, voluntary life / AD&D, disability benefits, leaves of absence, 401k, paid time off, paid holidays, employee assistance program, educational assistance program.
Who We Are:
We strive to be the most sought-after infrastructure and environmental solutions company, known for our unique, values-driven approach and brought to life by the industry’s most exceptional people.
Atlas provides professional testing, inspection, engineering, environmental and consulting services from more than 100 locations nationwide. We deliver solutions to both public and private sector clients in the transportation, commercial, water, government, education and industrial markets.
With a legacy of providing consistent quality and results, Atlas creates a better experience at every stage of an infrastructure project. We connect the best experts in the industry to deliver value from concept to completion and beyond. This means doing everything our clients expect and then raising the expectations in a way that only our people can.
Our Values:
Life: We enhance quality of life. We value people and safety above all else.
Heart: As our hallmarks, we act with compassion, empathy and respect.
Trust: We work together as partners, doing what we say with full accountability.
Mastery: Always striving for the highest quality, we ensure greatness inspires all our work.
Diversity, Equity & Inclusion are at the core of our purpose & values:
We are committed to enhancing the lives of our employees, customers, shareholders, and the communities where we live and work. We believe in our heart-led approach and place a strong focus on conducting our business in an ethical, compassionate, and respectful way. Through our Diversity, Equity & Inclusion Program, we seek to hire, develop, and promote a talented and diverse team of professionals nationwide. We believe in leveraging the power of our different backgrounds, beliefs, perspectives and capabilities to create value for our company and our communities. Our values of Life, Heart, Mastery and Trust are the principles by which we operate, the character of our people, and the culture of our organization. We’re Stronger Together.
Atlas EEOC Statement
Atlas is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atlas makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO Policy https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf
Source : Atlas
