UBEO Business Services, the premier provider of business technology products and services, is seeking to hire a CRM Admin to join our team in San Antonio, TX!

UBEO is a distributor/servicer of document equipment and software solutions. Primary products include Canon, Ricoh, Xerox and Konica Minolta multi-functional equipment and Kyocera printers. UBEO specializes in electronic document management software and integrations. 

Department: Administration
Reports To: National CRM Manager
FLSA Status: Full Time / Non-Exempt

Purpose

To provide efficient allocation of technology (CRM), support, and training resources impacting the sales organization.

Responsibilities include, but are not limited to the following:

• Monitor data quality, data migrations, and data integration
  • Evaluate and configure the CRM system, and provide detailed end-user documentation.
• Escalation Point for technical issues
• Provide technical support to end users, diagnosing and resolving problems.
• Sales Reporting and Analysis
  • Training sales and support staff to ensure familiarity with any revision to the CRM
• Maintain the integrity of the CRM
• Ensure Equipment and service pricing is up to date
• All Sales Documents are updated in the CRM:
  • Assist with any Sales Related Projects i.e.: Territory Alignment, Business Processes, Acquisitions, etc.
• Identify and contribute to continuous improvement efforts to reduce costs or increase productivity without reducing effectiveness.
• Maintain an open and candid working relationship with the immediate manager in discussing matters of importance.
• Adhere to established company values, practices, policies, and procedures at all times. Follow and support compliance with all applicable safety rules, laws, regulations, and standards.
• Other duties as assigned by management.

Accountabilities & Performance Measures

• Responsible for the efficient allocation of technology (CRM), support, and training resources impacting the sales organization.
• Accountable for accurate and on-time reporting essential for sales organization effectiveness.
• Achievement of strategic objectives defined by company management.

Supervision

Supervised

Contacts

Internal:  Exempt, Non-Exempt 
External: Prospective Customers, Current Customers, Vendors

Job Related Dimensions

The administrator must have extensive knowledge of not only CRM software, but also sales, marketing, and business operations, and how they apply to the software. They must have excellent communication and interpersonal skills, as they will need to communicate with associates and use their input to keep the CRM software up to date-and aligned with their needs. Communication and interpersonal skills will also be essential when training employees on new or updated software, especially when dealing with a range of technical abilities. Experience with database development, business analysis, and data analysis will help when designing and updating the CRM software.

• Strong sense of accountability and responsibility
• Excellent communication skills, both written and verbal
• Strong attention to detail
• Excellent follow-through skills
• Good understanding of the business transaction cycle
• Use of CRM, LF, EA, Jira and other use of internal programs
• Track record of integrity and trustworthiness with confidential/sensitive information.
• Ability to plan, organize, and multi-task in a fast-paced environment.
• Demonstrate confidence with a high degree of professionalism.
• Very strong attention to detail and problem-solving skills are essential.
• Takes ownership of job responsibilities with personal pride and accountability.
• Ability to work independently with little supervision required.
• Excellent ability to multi-task, prioritize and problem-solve in a busy, fast-paced environment.
• Exhibit extraordinary discretion, confidentiality, flexibility, and willingness to work closely with our team.
• Excellent time, leadership, and management skills.
• Excellent written and verbal communication skills.
• Strong professionalism and organizational and planning skills.
• Regular and reliable attendance.
• Very prompt, hardworking, and loves what they do.

Qualifications

• Minimum five years’ experience in an administrative/sales environment
• Bachelor’s degree preferred

Physical Demands & Work Environment

• Ability to sit at a desk for prolonged periods of time
• Ability to talk on the phone and work with various computer tools and applications
• Ability to type and compose written communication in various forms

UBEO offers a competitive compensation package. UBEO also offers an excellent benefits package which is a significant part of our employee's total compensation. We strive to provide a broad range of competitive benefits designed to meet your personal needs and priorities. Our comprehensive benefits package includes:

• Choice of medical, dental and vision plans that provide our employees and their families with high-quality healthcare, including orthodontia for both adults and child(ren)
• Generous Company Paid Health Reimbursement Account Options to defray deductible expenses
• Company paid life and accidental death and dismemberment insurance for you, your spouse and child(ren)
• Flexible Spending and Health Savings Account Options - Set aside pre-tax dollars to cover out-of-pocket expenses related to health or dependent care
• Voluntary coverages at low group rates including Aflac Insurance - In the event of death or disability, you can help protect your family against the loss of income with various types of insurance
• Pet Insurance, breathe easy knowing Nationwide has your pets covered
• Pre-paid legal coverage, access to experienced attorneys that can help you with any legal issue 24/7
• A generous wealth accumulation program will help you achieve financial security for retirement. We offer a 401(K) Plan w/ Match upon eligibility and Free Financial Counseling
• Generous vacation, holiday, and sick leave programs - as we believe that taking advantage of time away from work is essential for a well-balanced life

UBEO is an Equal Opportunity Employer and considers applicants for all positions without regard to age, sex, color, race, religion, national origin, disability, genetic information or predisposition, military/veteran status, citizenship status, marital status or any other group protected by applicable federal, state or local laws.