Who We Are:
We are a leading not-for-profit health insurer in Wisconsin, and our services have grown to reach active-duty and retired military personnel, seniors, and families in Wisconsin, across the U.S., and around the world. Learn more!
WPS receives World's Most Ethical Company Award for 9th Year in a Row - 2018 Most Ethical Companies Announcement
At Our Core:
WPS Health Solutions has earned a reputation as a leader in the insurance and benefits administration industry through our commitment to excellence and high-quality service. Our corporate values reflect the core of who we are and how we conduct business every day.
Customer Focused
I recognize how my actions impact internal and external customers by being responsible for the customer experience. I look beyond the immediate issue to recognize and solve the problem.
Individual Responsibility
I own my actions. I am accountable and dedicated to achieving the best results for WPS Health Solutions and our customers. I embrace my role in helping the company achieve a high-performance workplace.
Mutual Respect
I lead by example and act ethically, honestly and am trustworthy. I show appreciation for others by giving and taking constructive feedback and encouragement.
Driven and Passionate
I approach my work with enthusiasm, and personal commitment to the success of our business. I keep the importance of the work we do for our customers alive in my attitude and interactions with others, and demonstrate pride in the worthiness of our purpose.
CRM Administrator is responsible for designing, enhancing, and testing CRM application to meet company sales, marketing, and business process requirements. Will collaborate with Information Systems, Sales, and Marketing teams to provide analytical, data-driven support and insight to drive smarter business decisions and profitable sales growth through implementation and administration of standard and custom Customer Relationship Management (CRM) applications.
Customer Relationship Management (CRM) Administration (70%):
- Contribute to overall configuration, design, and layout of CRM system architecture.
- Maintain CRM business system related to workflows and complex reports based on business requirements.
- Create validation rules and testing to ensure system, process, and data integrity.
- Analyze and facilitate change requests to ensure continuous improvement.
- Understand and support security role maintenance, including role hierarchy, security profiles, and access rights.
- Write design documentation and training materials supporting business needs.
- Work closely with Sales and Marketing leadership to determine project requirements.
Report Creation and Validation (30%):
Build weekly, monthly, and quarterly reports, and dashboards to measure and facilitate:
- Sale cycle from creation of lead to a closed deal and revenue recognition – pipeline managemen to Sales forecasting
- Campaign activity
- ROI and KPI understanding
Monitor usage and compliance of system and provide insights to Sales and Marketing teams
Gather and display data to help company grow the areas of marketing, sales, and product development.
Ensure accuracy of analytics and data reporting through implementing quality control processes.
Design and implement ad-hoc reports and tools to support Sales teams that provide insights related to sales trends, performance, and opportunities.
* This job profile is not intended to be an exhaustive list of all duties or responsibilities associated with the job. Other job-related duties may be assigned.