Relationship Management Specialist
5 days ago
Job Overview:
We are seeking a skilled Relationship Management Specialist to enhance client acquisition, engagement, and retention across our B2B vertical through strategic use of CRM systems and data insights. This role focuses on optimizing CRM tools to improve sales enablement, drive pipeline velocity, and support targeted outreach in key industries.
This position will ensure CRM systems are fully integrated, maintained, and leveraged to support account-based selling, relationship management, and client lifecycle tracking. The specialist will collaborate closely with sales, marketing, and IT to align CRM capabilities with business development goals in the B2B segment.
Key Responsibilities- B2B Lead Scoring Models: Develop industry-specific lead scoring models to prioritize enterprise-level and high-value leads.
- Pipeline Forecasting: Analyze CRM analytics to forecast pipeline health, highlighting delayed or inactive B2B opportunities.
- Workflow Automation: Automate workflows such as RFP follow-ups, stakeholder engagement reminders, and post-demo feedback.
- Sales Playbooks: Design CRM-based sales playbooks with scripts and templates for B2B prospecting and objection handling.
- Collaborate with marketing to track UTM sources and campaign ROI for industry-specific outreach.
- Coordinate with IT to resolve CRM integration or sync issues affecting B2B reporting accuracy.
- Share client insights from CRM with service delivery teams to preempt issues and support retention.
- A bachelor's degree in Business Administration, Marketing, or a related field.
- 3–5 years of experience in CRM management or B2B sales enablement, preferably in logistics or supply chain.
- Proficiency in CRM platforms (e.g., Salesforce, HubSpot) with strong data analysis and reporting skills.
- Proven experience in supporting complex B2B sales cycles and account-based marketing strategies.
- Familiarity with integration of CRM tools with ERP systems and marketing automation platforms.
- CRM Management & Optimization
- B2B Lead Scoring & Pipeline Forecasting
- Sales Enablement & Workflow Automation
- Data Integration & API Configuration
- Client Segmentation & Personalization
- Dashboard & Reporting Design
- Data Governance & Security
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