This position is responsible for providing stewardship of the Insperity CRM platform and ecosystem for the assigned user communities. This role is also responsible for the analysis, configuration, maintenance, end user experience, and CRM technology subject matter expertise. Participates in the research, development, and testing of product updates and new features. Acts as a liaison between Product Managers and development teams providing details on CRM vision, project requirements, prioritization, and helps in the facilitation of all phases of software development and release cycle.
Responsibilities
Works with engineers, analysts, product management, and business leaders as it relates to the intent and quality of software delivery. Also works closely with other staff, such as project managers, product analysts, graphic artists, designers, engineers, architects, and support professionals.
Breaks down and details high-level business and user requirements into functional requirements suitable for use by engineers.
Acts as a liaison between configuration/development teams, and the Product Innovation and Stakeholder Community for the requirements gathering of business rules, logic, and needs.
Participates in the design, development, test, and launch phases of software development and release cycle.
Ensures all customer and quality requirements are satisfied in the product delivery.
Facilitates planning and strategy meetings around communication strategy with assigned Stakeholder business units around CRM and related application updates and new features. Communicates these efforts within the established standards of quality service to internal clients.
Collaborates with business units to gather data on market and internal needs of current software application.
Analyzes data and translates this data into recommendations at the planning and strategy meetings of the CRM community.
Evaluates and reports on current product line performance and usage.
Creates operational and utilization reports and dashboards.
Confers with other business unit owners on project-related application issues. Analyzes issues to determine if new CRM requirements need to be considered or relays the issue to the Product Managers for resolution.
Assists when needed administering various components within Salesforce that empower users to plan and execute on their strategy, track, optimize and report on interactions.
Assists in the planning/presentation of content and materials for conferences, special events, and product training.
Qualifications
Bachelor’s Degree in Business, Marketing, MIS, or Computer Science is required.
One to two years in the product management field or related experience is required. Enterprise CRM or Sales Force Automation (SFA) experience is strongly preferred.
One to two years in administration or analysis of Web Analytics tools such as Pendo, Google Analytics, WalkMe, or Adobe Analytics experience is preferred.
Prior experience and work in a high-tech environment are preferable. Software development knowledge is a plus. Must be knowledgeable of Cloud based product delivery and the overall design and usability requirements needed to interact with internal and external customers via a Web application.
A minimum of one to two years of demonstrated CRM capability.
Sound knowledge of system design, development, and effective testing methods.
Knowledge of Cloud application and Database design preferred.
Must possess excellent customer skills and organizational skills, ability to learn new concepts quickly and be a self-starter.
Communicates tactfully and effectively, verbally and in writing and maintains effective work relations with those encountered in the course of employment.
Exceptional writing skills specifically relating to creating user documentation.
Must demonstrate analytical and statistical skills.
Leadership skills are necessary.
Capable self-starter able to work independently, be innovative, and actively seek new or better methods of competence.
A positive team player with a sense of urgency directed toward the provision of successful solutions for specific projects.
Ability to interpret, analyze, and apply company policies, objectives, and procedures including developing, organizing, and implementing new policies and procedures; planning and organizing project management; appropriate methods and means of dealing with human behavior situations in a variety of business circumstances including both Company and client situations; dealing constructively with conflict.
At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
