CRM Administrator & Sales Adoption Specialist Location: Flexible / Hybrid
Tavoron is an industrial automation company focused on electrical and air automation, robotic systems, and compressed air technology. We are a family of companies, a community of problem solvers working together to deliver an automation ecosystem for OEMs and manufacturers across the country.
We're growing, by acquisition and organically, with private equity backing and a plan. Part of that plan is one common commercial engine across the whole platform: one CRM, one sales process, shared visibility. That build is underway right now.
The CRM Administrator & Sales Adoption Specialist is the business owner and day-to-day administrator of that platform. This position administers the system, trains and supports its users, maintains data quality, and produces the reporting sales leadership uses to run the business.
The role works closely with sales leadership, marketing, IT, account managers, inside sales teams, and the leaders of each operating company, and is central to the companywide WPCRM deployment and adoption initiative.
Responsibilities
CRM Administration
- Administer WPCRM day to day: user accounts, permissions, security roles, and access controls.
- Configure dashboards, views, workflows, reports, alerts, and other CRM functionality.
- Support opportunity management, lead management, activity tracking, quoting, and account management processes in the system.
- Test and validate enhancements, updates, integrations, and new releases; coordinate issue resolution with IT and the vendor.
Adoption & Training
- Deliver training and onboarding for account managers, inside sales teams, sales leaders, and marketing personnel.
- Create and maintain user guides, quick-reference materials, and tutorials.
- Serve as the primary point of contact for CRM questions and support requests.
- Monitor system usage and act on adoption gaps by operating company, team, and user.
Data Quality
- Set and maintain data quality standards for accounts, contacts, leads, and opportunities.
- Run a regular audit cadence; resolve duplicate, incomplete, and inconsistent records.
- Support data imports, cleanup projects, and migrations as operating companies come onto the platform.
Sales Operations & Reporting
- Build and maintain reports, dashboards, and scorecards covering sales, bookings, pipeline health, lead conversion, and user adoption.
- Support lead routing, lead assignment, and campaign tracking with marketing; help measure campaigns from lead through order.
- Help sales teams follow the common sales stages and keep opportunity records current enough to support credible forecasting.
- Gather enhancement requests, help prioritize improvements, and participate in rollout planning and user acceptance testing.
Success Measures
Performance in this role is reviewed against four areas. Specific targets are set with the manager and refreshed as the rollout matures.
- Adoption and usage. Active usage rates across operating companies as WPCRM rolls out.
- Data quality. Audit results and the rates of duplicate, incomplete, and stale records.
- Training delivered. Onboarding and training sessions completed; user materials produced and kept current.
- Reporting and support. Dashboards and scorecards delivered and maintained; support requests resolved with reasonable turnaround.
Education / Experience
- 3+ years of CRM administration, sales operations, business systems, or related experience.
- Hands-on administration of a major CRM platform (Salesforce, Dynamics 365, HubSpot, Zoho, Infor CRM, or similar). WPCRM experience is helpful but not required; a strong administrator will learn it quickly.
- Working knowledge of sales processes: lead management, pipeline management, opportunity tracking, and CRM reporting.
- Excellent written and verbal communication skills.
- Proven ability to train users and drive technology adoption.
- Strong organizational and problem-solving skills; able to work across multiple business units with competing priorities.
Preferred
- Experience in industrial distribution, manufacturing, automation, or B2B sales organizations.
- Marketing automation experience (Marketo or similar).
- Power BI or other business intelligence reporting.
- CRM migration or enterprise rollout experience; familiarity with ERP integrations and customer master data.
Physical Demands. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and the ability to adjust focus.
Work Environment. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Why work for us?
- We believe in people. We look for great people who are committed and focused. They know what it takes to produce the best results because it really is all about client satisfaction. We look for dedicated professionals from a variety of fields. Above all, a good fit for our team has a passion for excellence, solid experience, and a willingness to make a difference. We support you in developing your goals and growing in your career. In short, by joining our team, you increase your professional value and work on engaging projects. Most of all, you fit into a team focused on helping you grow your skills.
- We are innovative. We host many events that you may become a part of. From in-house training to out-of-town events, we always have something going on. We believe in innovation. With a Tavoron career, you exercise your creativity every day.
- We have a passion for excellence. We focus on providing the best customer service as a company to our customers. We offer a competitive salary and benefit package, including medical, dental, and a 401(k) program. If you’re looking for a place to build your skills, you will find it in a career with us.
If you require an accommodation to complete your application, please email [email protected]
The company does not discriminate in employment opportunities or practices based on race, color, religion, sex, national origin, ancestry, age, physical or mental disability, medical condition including genetic characteristics, pregnancy, sexual orientation, marital status, familial status, veteran status, status regarding public assistance, membership or activity in a local commission or citizenship status, or any other characteristic protected by law.