Job Title:	Customer Relationship Management (CRM)  Administrator	Original Approval	3/22/16
Department:	Sales & Marketing	Revision Date	5/3/16
Reports To:	Marketing Manager	Exempt
		Non-Exempt
		Hourly

 
Job Summary:
 
The primary focus of this role is managing and maintaining the Customer Relationship Management (CRM) system for Alcotex, Elemex and Ontario Panelization including - data capture, data accuracy, sales lead coordination, user training, and reporting of key sales metrics.  A percentage of the role also includes providing assistance with and oversight of web-based marketing activities.
 
Essential Job Duties:
 
Customer Relationship Management (60%)

• Provide technical, analytical and administrative support to sales management and field agents in the form of dashboards, reports, special projects, data analysis and distribution of information from the CRM system.
• Run sales performance management reports for agents/ sales representatives (performance to budget, lead to quote conversion, etc.).
• Generate ad hoc reports on specification frequency, architect adoption history and similar data to help leverage the CRM information.
• Develop and administer comprehensive CRM standard operating procedures (SOP’s) and training program for agents/ sales representatives and other users.
• Identify and resolve data integrity issues and ensure processes are put in place to maintain data integrity.

• Maintain high level of working knowledge with CRM system reporting capabilities and act as the department liaison with Management to develop standard reports for users to extract selected information from the CRM system.
• Work with Management to develop and compile custom reports for decision-making purposes based on management needs.
• Proactively identify opportunities for CRM process improvement.  Work closely with Management to inspect process quality and prioritize opportunities for improvement. Assist management in understanding process bottlenecks and inconsistencies. Facilitate an organization of continuous process improvement. 
   

Sales Lead Management (25%)

• Review the projects being loaded into CRM system by Area/Region and distribute the project leads to the agents/ sales representatives and/or customers in those areas.
• Summarize project leads by type, customer and representative and report to Sales Managers.
• Develop, maintain, and optimize a lead scoring system for evaluating lead qualify and quality opportunities.
• Develop and administer comprehensive Sales Leads SOPs and training program for agents/ sales representatives and other users.
• Identify required CRM system and lead generation program enhancements and effectiveness.  Obtain cost estimates/approvals with IT and Sales Management oversight to achieve desired outcomes.
• Coordinate specification substitution requests with agents/sales representatives.  
   

Marketing & Administrative (15%)

• Keep the ELEMEX and related websites current with news and project related information.
• Implement a social media marketing platform for each company and manage social media based activities.
• Perform other duties as assigned. 
   

Personal Traits:

• Ability to operate under positive pressure, meet tight deadlines and deliver innovative approaches or solutions.
• Detail oriented and organized
• Task oriented, focused and accurate
• Self-motivated, confident and energetic.
• Systematic in approach to tackling projects, addressing problems and performing tasks.
• Effectively able to communicate and make best use of interpersonal skills.
• Excellent Excel, PowerPoint and Word skills.
• Plans decisions and practices good judgment.
• Builds excellent working relationships to attain goals. 
   Education and Qualification:

• Bachelor’s Degree in Business Administration, IT or equivalent.
• Minimum one year experience with CRM administration and demonstrable experience in CRM process improvement.
• Demonstrated ability to link the criticality of CRM to the sales process and overall business results.
• Experience in website development and/or management a plus.
• Graphic design experience or knowledge, a plus. 

Physical Demands:
This role will involve the lifting and carrying of samples, setting up/taking down of trade show booths, carrying trade show materials and other duties that require the ability to lift up to 10 kilos comfortably 
 
 
About the Macdonald Group of Companies:
 
Founded over 50 years ago the London, ON based Macdonald Group of Companies consists of five major operating companies. These companies are:
 
Elemex Inc.  www.elemex.com
Elemex is marketer and distributor of engineered wall systems to large commercial and institutional owners/developers and curtainwall installers throughout North America.  Elemex’s patented wall attachment technology enables architects to select from an infinite number of exterior wall surfaces and have them seamlessly integrate to form striking architectural statements.  The fully test and North America approved pressure equalized, rear ventilated rainscreen systems are some of the most sophisticated vertical façade systems in the market today.
 
Ontario Panelization.  www.ontariopanelization.com
OP is a fabricator engineered wall systems for the North American market and installer of exterior wall facades primarily in Ontario.  The company has been contracted to provide products and installation services to many high profile institutional and commercial construction projects throughout Ontario.  The company manufactures engineered wall systems in a brand new state-of-the-art manufacturing facility for its install contracts as well as contracts awarded through Elemex Inc. 
 
J.A. Macdonald Limited.  www.jamacdonald.com
J.A. Macdonald is an interior systems contractor that has served developers and owners of commercial and institutional properties for over 50 years.  Known for their ability to effectively manage complex projects and systems to exacting quality standards J. A. Macdonald has grown to be one of the largest interior systems contractors in Southwestern Ontario.
 
Alcotex Inc.  www.alcotex.com
Alcotex is the exclusive North American distributor of Alcotex aluminum composite material and patented attachment systems used in the construction and erection of exterior wall panels.  Alcotex sells its products to panel fabricators in the U.S. and Canada and has been used in thousands of building projects across North America.
 
Woollatt Building Supply Co.  www.woollatt.com 
Woollatt’s is a specialty distributor of interior and exterior building products and tools that are targeted to speciality contractors. Woollatt’s is the exclusive regional distributor for a number of suppliers to the professional construction trade including Armstrong Ceiling and Wall Systems, Dryvit Systems and Hilti Products.