Deltek CRM Specialist


Do you want to work for an organization that values autonomy? Do you want to have FUN at work? Do you want to join a growing company where you can help impact the growth? Do you want to work on a great team and with outstanding leaders? If you said yes to the above, then you might be interested in the opening we have for a CRM Specialist. What more could you ask for? Maybe to be an owner? Well you’re in luck, it just so happens that we are 100% employee owned!  

What you will get to do:

  • Work with leadership to identify strategies for firm’s CRM needs 
  • Develop, implement, launch, maintain, and enhance company-wide CRM System (Deltek Vantagepoint)
  • Conduct internal meetings with leadership to review status of development, implementation, processes, and training of the CRM system
  • Report KPIs to leadership team to help drive leads, revenue, and productivity
  • Review and analyze project pipeline and revenue projections with leadership
  • Create and document CRM processes and execute best practices
  • Develop and lead a companywide CRM training program 
  • Regularly review CRM data for accuracy
  • Be the go-to CRM resource
  • Participate in cross-functional teams to address business and process improvement opportunities involving business development, marketing and seller-doers as requested

You will be a good fit if you:

  • Have 3 years of experience with Deltek Vantagepoint/Vision CRM 
  • Are experienced at starting and maintaining a CRM
  • Have a Business Development and Marketing background
  • Are People-first oriented
  • Have worked in the AEC industry 
  • Are an expert at working with virtual teams on various platforms (Google Chat, Teams, Zoom, etc.)
  • Have exemplary computer skills using current technology
  • Have the ability to work effectively as a remote team member
  • Have experience training others
  • Can communicate complex concepts and information well, both orally and in writing
  • Have the ability to constructively evaluate current practices and offer innovative approaches for improvement
  • Are a strategic thinker and visionary
  • Have demonstrated success in identifying and implementing best practices for CRM’s in previous roles
  • Are an expert at process and project implementation and execution
  • Maintain a high level of professionalism and confidentiality
  • Have excellent organizational skills and attention to detail
  • Are proficient with time management and a proven ability to meet deadlines
  • Have strong analytical and problem-solving skills
  • Are a self-starter and enjoy autonomy
  • Have the ability to perform light lifting up to 25 pounds
  • Have the ability to withstand prolonged periods sitting at a desk and working on a computer
  • Have the ability to travel 20% of the time to our office locations & for conferences/events including day and overnight trips

Why AE?

  • Leadership that values teamwork
  • Employee Owners who love and value their ownership
  • FUN!!
  • Community of Owners who value each other 
  • We value creating an environment where our teammates can be passionate about their work and instantly feel the AE family culture

The Nitty Gritty:

Supervisor: Marketing + BD Director

Location: Remote 

Average Work Week: 40-45 Hours

Travel: Less than 20% of the time to our office locations & for conferences/events including day and overnight trips (Office Locations: Carthage, MO, Columbia, MO, Destin, FL, Joplin, MO, Kansas City, MO, Milton, FL, Monett, MO, Pensacola, FL, Rogers, AR, and Springfield, MO)

A comprehensive benefits package is offered to all employees, along with a work environment that encourages growth and supports the mutual success of our people and our organization. A few benefits offered are: ESOP, PTO, Medical, Dental, Vision, Long Term Disability, Life Insurance.

It is the policy of Anderson Engineering to provide equal employment opportunities to all persons without regard to their race, age, color, physical handicap or disability, military service record, religion, sex, national origin or any other categorization protected by law, and to promote the full realization of equal employment opportunity through a positive continuing program

ANDERSON ENGINEERING INC is an EEO employer - M/F/Vets/Disabled
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