CRM Support Specialist

Building the people that build the world.

With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world.  Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development.  We’re a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world. 

How you will make an Impact (Job Summary)

SPX is a diverse team of unique individuals who all make an impact. As a CRM Support Specialist, you will play a key role in SPX’s CRM adoption and front-office efficiency. This individual is responsible for working with stakeholders (business, IT leadership, systems integrators) to create customizations, develop reports and dashboards, enhance Salesforce and Dynamics capabilities, and provide product/user support. This role requires expertise in CRM processes and tools, problem-solving skills, and a customer service mindset. The CRM Support Specialist will work closely with sales, marketing, and technology stakeholders from virtually every part of the organization.

What you can expect in this role (Job Responsibilities)

While each day brings new opportunities at SPX, your core responsibilities will be:

1. Customer Service and Support:

• Support sales operations and CRM users in day-to-day tasks and questions
• Provide outstanding customer service to field sales office personnel and customers 
• Manage user administration and access
• Perform troubleshooting and triage
• Manage tickets and escalations to Salesforce and Microsoft
• Work with business leaders on customizations, workflows, and reports. Build and test.
• Support version upgrades including testing and user adoption

2. Communication: 

• Consult with users on usage processes and procedures
• Regularly interface with senior stakeholders and business leads across the organization
• Maintain and enhance CRM solutions across business portfolio
• Collaborate with sales, marketing, and technology stakeholders from every part of the organization

3.  Continuous Improvement:

• Provide recommendations for process improvements and best practices
• Participate in other projects as assigned that relate to the overall goals of the department and organization
• Stay updated on product knowledge, industry trends, and company updates to provide accurate and relevant information

What we are looking for (Experience, Knowledge, Skills, Abilities, Education)

We each bring something to the table, and we are looking for someone who has:

Required Experience

• 3+ years of experience with Salesforce reporting and administration; knowledge of Microsoft Dynamics 365 is a plus
• Experience implementing customizations, developing reports, managing users

Preferred Experience, Knowledge, Skills, and Abilities

• Knowledge of sales and marketing processes and process improvement
• Experience with MS Project, Visio
• Driven, self-starter with exceptional organizational skills
• Clear, concise, and direct communication style; able to "call to action"
• Highly motivated individual and multitask oriented
• Highly effective in-person, phone, and written communication skills
• Excellent documentation and organizational skills
• Ability to work in a team environment while achieving personal production goals
• Excellent problem-solving skills

Education & Certifications

• Bachelor's degree in a related field (or commensurate experience)

Travel & Working Environment

• Ability to travel up to 10% of the time
• Onsite office environment

How we live our culture

Our culture is at the center of what we do and, more importantly, who we are.  Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other.  Whether you are an individual contributor or you lead a large team, each of us leads at SPX.  

What benefits do we offer?

We know that the well-being of our employees is integral. Our benefits include:

• Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
• Competitive health insurance plans and 401(k) match, with benefits starting day one
• Competitive and performance-based compensation packages and bonus plans
• Educational assistance, leadership development programs, and recognition programs  

Our commitment to embrace diversity to build a culture of inclusion at SPX

We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day.  We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential. 

SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.