Wisconsin Energy Institute

Energy & Sustainability Specialist

Date Published: 

June 02, 2014

Position Type: 


Job Location: 

Madison, WI

Job Description: 

Energy and Sustainability Customer Relationship Management Coordinator

Focus on Energy is Wisconsin utilities' statewide energy efficiency and renewable resource program. Since 2001, the program has worked with eligible Wisconsin residents and businesses to install cost-effective energy efficiency and renewable energy projects. The information, resources and financial incentives we provide help to implement energy saving projects that otherwise would not be completed, or to complete projects sooner than scheduled.


The CRM Coordinator is responsible for managing the Customer Relationship Management (CRM) system on a day-to-day basis. The ideal candidate will be process-oriented, pay close attention to details and have analytical thinking skills. Additionally, this role requires in-depth knowledge of internal sales, marketing, and business processes.


* Providing central point of contact for all change requests and system alterations

* Creating or updating training manuals, policies, and procedures

* Working with senior management to ensure key functionalities are understood

* Providing help desk support for all system users

* Building custom reports and dashboards specific to job functions

* Providing system training and customization to new users

* Policing of company data, which is entered by a number of CRM users

* Ensuring data is correct across Accounts, Contacts, Opportunities, etc

* Identifying and correcting errors made by system users

* Checking to ensure that all opportunities are up to date, in real-time

* Ensuring all data fields are populated correctly at all times

* Reporting improper system usage to senior management

* Other duties as assigned

Job Requirements:

* Bachelor's Degree in business or information technology preferred

* Minimum 2 years of experience in a marketing or sales administration 

To apply visit https://www1.apply2jobs.com/shawgrp/ProfExt/index.cfm?fuseaction=mExtern...

Job Application Deadline: 

July 31, 2014