Description

• Complete a full CRM access audit
• Establish role-based permissions, and publish and maintain an active user directory with corresponding access levels
• Ensure >99% of inactive users are removed
• Ensure >99% of active accounts and activities are owned and assigned to an active user
• Purge CRM of all unused (>365 Days) modules, reports, and visualizations
• Reduce duplicate accounts to <2%
• Drive sales organization adoption of CRM
• Establish daily workbench for inside and outside sales associates

• Provide real time task tracking and automated follow-up task generation to drive sales activity
• Provide reporting for inside and outside sales management teams to track associates response time and activity levels
• Ensure CRM supports sales ability to forecast a 30/90-day pipeline as well as maintain and measure annual sales against a yearly Total Addressable Market estimate.
• Maintain >98% data accuracy across all required fields in CRM

• Accounts: Account Name, Ownership, Address, Phone #, Segment
• Opportunities: Opportunity Name, Vocation, Platform, Size
• Leads: Lead Ownership, Vocation, Platform, Time to Action
• Establish a monthly CRM audit, with documented corrective action tasks in the CRM and ensure 90%+ are completed within 30 days of creation
• Document and maintain CRM data standards and process guidelines with a corresponding proficiency assessment
•  Provide bi-annual training to all inside and outside sales team representatives on CRM operations
• Establish an onboarding assessment and a yearly training assessment to ensure all members of the sales team organization demonstrate system proficiency
• Align CRM with other Autocar systems
• Collaborate with our IT team to conduct a system audit of MDM logic for account mapping and clean existing data to >75% of accounts verified as properly linked
• Establish formal new and changed account review with associated CRM tasks.

• All tasks completed within 3 business days

• Serve as the primary administrator for Autocar’s sales CRM.
• Manage user access, roles, permissions, workflows, fields, and layouts to support sales processes.
• Lead ongoing CRM configuration and support.
• Partner with internal teams on future CRM integrations as business needs evolve.
• Act as the first point of contact for CRM-related questions, troubleshooting, and enhancements.

• Serve as a data steward for customer data in the CRM by owning the quality, accuracy, and consistency of all sales data, collaborating with cross-functional teams to enforce data quality controls and ensuring compliance with privacy regulations and company policies.
• Identify and resolve all instances of CRM data duplication, outdated records, and incomplete information.
• Define and enforce data standards, naming conventions, required fields, and validation rules for the CRM, while collaborating with our broader IT team to ensure all practices are aligned with corporate data policies
• Establish repeatable processes for CRM data hygiene and ongoing maintenance.

• Build and maintain CRM dashboards and reports for sales leadership and Vocational Sales teams.
• Support opportunity tracking, pipeline visibility, forecasting, and sales performance analysis.
• Provide ad-hoc analysis to answer business questions and support strategic decisions.
• Support all Vocational teams to translate CRM data into actionable insights that improve sales execution and accountability.

• Partner with outside and inside sales reps to ensure CRM usage Autocar sales.
• Train and coach users on proper CRM usage and data best practices.
• Serve as a trusted partner to sales leadership by promoting data-driven decision-making.

• Develop subject matter expertise in the heavy-duty truck industry, with a strong understanding of the market, its competitors and customers in support of Autocar’s business model.
• Develop a full understanding of Autocar sales and marketing processes, along with the systems that support them, to ensure alignment with the CRM

• Bachelor’s degree in a relevant field (e.g., Data Analytics, Statistics, Computer Science, Economics, or related).
• 2–5 years of experience in a CRM administration, sales operations, or data stewardship role.
• Hands-on experience administering a CRM platform (Zoho, Microsoft Dynamics, Salesforce, or similar), with practical experience on data cleaning, workflow design, and data governance processes strongly preferred.
• Strong understanding of sales pipelines, opportunity management, and sales terminology.
• Ability to build dashboards, reports, and basic forecasts that sales teams trust and use.
• Ability to collaborate with Sales, Marketing, and Leadership stakeholders in a fast-paced, practical environment.

• Working knowledge of AI tools (e.g., ChatGPT, Copilot, OpenAI APIs) to enhance sales efficiency and productivity.
• Industry experience in support of automotive, heavy-duty truck, or industrial equipment sales is a plus.
• Zoho Deluge Coding Experience

• Detail-oriented with a strong sense of ownership and accountability.
• Pragmatic problem-solver who balances structure with real-world sales needs.

• Strong analytical skills

• Confident communicator who can influence adoption and usage without authority.
• Curious, coachable, and motivated to grow with the organization.