CRM Analyst

Posted 16 Days Ago
Be an Early Applicant
Erie, PA
Mid level
Healthtech
The Role
The CRM Analyst will support strategic Account Management by designing key account profiles and deploying CRM tools. Responsibilities include training users on Dynamics CRM, monitoring user adoption, creating documentation, capturing improvement opportunities, and collaborating with IT for new CRM capabilities. Up to 20% travel is required for training and support.
Summary Generated by Built In

CRM AnalystThe Company

Zurn Elkay Water Solutions Corporation is a thriving, values-driven company focused on doing the right things. We’re a fast growing, publicly traded company (NYSE: ZWS), with an enduring reputation for integrity, giving back, and providing an engaging, inclusive environment where careers flourish and grow.

Named by Newsweek as One of America’s Most Responsible Companies and an Energage USA Top Workplace, at Zurn Elkay Water Solutions Corporation, we never forget that our people are at the center of what makes us successful. They are the driving force behind our superior quality, product ingenuity, and exceptional customer experience. Our commitment to our people and their professional development is a recipe for success that has fueled our growth for over 100 years, as one of today’s leading international suppliers of plumbing and water delivery solutions.

Headquartered in Milwaukee, WI, Zurn Elkay Water Solutions Corporation employs over 2800 employees worldwide, working from 24 locations across the U.S., China, Canada, Dubai, and Mexico, with sales offices available around the globe. We hope you’ll visit our website and learn more about Zurn Elkay at zurnelkay.com.

If you’re ready to join a company where what you do makes a difference and you have pride in the work you are doing, talk to us about joining the Zurn Elkay Water Solutions Corporation family!

The CRM Analyst will support the development and implementation of strategic Account Management with Zurn Elkay and Rep associates across Owner, Architect, Contractor and Distributor personas. This key contributor will design, test and deploy key account profiles capturing critical customer data points and conversion playbooks. The CRM analyst will train users on CRM best practices, collecting user feedback to improve ease of doing business within the tool. This associate will be the single point of contact for CRM Account Management user support, ensuring all team members have the tools needed to advance strategic initiatives. This position requires the ability to travel up to 20% to conduct in-person training and support sessions. 

Essential Job Functions

  • Train and Support Zurn Elkay and Rep Associates on Dynamics CRM Account Management implementation
  • Understand strategic deployment priorities and ensure CRM is aligned to capture meaningful data and provide timely KPI reporting
  • Monitor user adoption across ZE and Rep Sales teams, identify gaps and create a plan to drive improvement
  • Create and maintain CRM documentation library (print and video) comprised of SOPs, training manuals, etc
  • Capture continuous improvement opportunities to promote sales team ease of doing business in CRM
  • Partner with IT to design, develop, test and deploy new capabilities
  • Prepare the team for future Microsoft CRM releases through understanding, testing and deployment of upcoming feature sets
  • Serve as backup to CRM Quotations Manager in support of Rep quotations user community

Education and Experience

  • Bachelor’s degree required, preferably in business, marketing or engineering.
  • 3+ years of experience in Customer Relationship Management (CRM) deployment and user support
  • Ability to interpret and document user experience, with a continuous improvement mindset
  • Experience training a user community with a wide variety of technical aptitude
  • Prior experience with AI implementation into sales processes is a plus
  • Strong understanding of CRM data & backend tables with the ability to translate to business users
  • Excellent verbal and written communication skills
  • Experience in the plumbing, HVAC, lighting or other building product manufacturer similar industry preferred


Total Rewards and Benefits

  • Competitive Salary
  • Medical, Dental, Vision, STD, LTD, AD&D, and Life Insurance
  • Matching 401(k) Contribution
  • Health Savings Account
  • Up to 3 Weeks Vacation
  • 12 Paid Holidays
  • Annual Bonus Eligibility
  • Educational Reimbursement
  • Matching Gift Program

**THIRD PARTY AGENCY: Any unsolicited submissions received from recruitment agencies will be considered property of Zurn Elkay, and we will not be liable for any fees or obligations related to those submissions.**

Equal Opportunity Employer – Minority/Female/Disability/Veteran

Top Skills

Dynamics Crm
Microsoft Crm
The Company
Calgary, Alberta
1,047 Employees
On-site Workplace
Year Founded: 1900

What We Do

Zurn Elkay Water Solutions supplies the industry’s widest range of clean water solutions for drinking water, hygiene and sustainable water management. Headquartered in Milwaukee, Wisconsin, Zurn Elkay works with customers around the globe to deliver products and systems that enhance and ensure water quality, safety, hygiene, flow control and conservation.

From healthcare to hospitality, education to retail and residential to office facilities, we pride ourselves on meeting specialized needs for every market, focusing on quality, reliability, quick installation and easy maintenance. Our values of Continuous Improvement, Integrity in Everything We Do, Customer First, Culture of Winning, and Total Associate Engagement serve as our drive to achieve world-class safety, quality, delivery, cost and growth now and in the future.

In everything we do, we are sustainably inspired. We work to make our communities better with volunteerism and philanthropy, and support diversity, equity and inclusion inside and outside our walls. We seek to uphold our promise to the planet every day by providing sustainable water management solutions

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