CRM/Billing Systems Implementation Specialist

$62,400 - $62,400/Yr

Express Employment Professionals - Carnegie, PA

Full-time

Carnegie, PA

Administrative and Support Services

About the position

The CRM/Billing Systems Implementation Specialist will be instrumental in transitioning data from existing systems to a new CRM and billing system, enhancing operational efficiency and customer interactions. This role involves data migration, system integration, and employee training to ensure effective use of the new system.

Responsibilities

• Collaborate with stakeholders to gather requirements and define project scope.
• Extract and migrate data from existing platforms (iCloud, Access, SharePoint, and Monday) to Method.
• Integrate Method with QuickBooks to ensure seamless billing and reporting processes.
• Develop and implement best practices for the use of the new system.
• Create user documentation and training materials.
• Conduct training sessions for employees on the upgraded system.
• Provide ongoing support and troubleshooting during the implementation phase.

Requirements

• Proven experience in implementing CRM and billing systems, preferably Method.
• Knowledge of QuickBooks and integration with CRM systems.
• Proficient in data migration and management across various platforms.
• Excellent problem-solving and analytical skills.
• Strong communication and interpersonal skills, with the ability to train and support users effectively.
• Ability to manage multiple tasks and prioritize effectively.

Benefits

• Weekly pay and immediate benefits
• Referral bonuses and perfect attendance raffles
• Opportunity to make a significant impact on operations
• Work in a collaborative and supportive environment
• Potential for long-term employment based on project success