Marketing & CRM Specialist

Description

VETERANS ARE ENCOURAGED TO APPLY

Lonestar Electric Supply is seeking a Marketing & CRM Specialist to support the company-wide rollout, onboarding, and adoption of our Customer Relationship Management (CRM) platform. Reporting directly to the Vice President of Marketing, this role is responsible for executing the CRM rollout strategy defined by Lonestar leadership and ensuring consistent training, data quality, and system usage across all branches. This is an implementation-focused position, not a platform strategy role.

This position is based in Houston and requires extensive weekly travel (3–5 days per week) to Lonestar branches across Texas, Oklahoma, Louisiana, and Tennessee to deliver onsite onboarding and user training.

Responsibilities:
• Execute the CRM rollout plan as defined by corporate leadership.
• Lead onsite onboarding sessions and user training for branch teams across multiple regions.
• Support branch managers, inside/outside sales teams, counter sales, and quotations personnel through early adoption and ongoing system usage.
• Gather user feedback, identify common challenges, and communicate needs or issues to leadership and the CRM vendor.
• Provide first-line CRM support, including workflow questions, navigation assistance, and basic troubleshooting.
• Create user-friendly resources such as SOPs, quick reference guides, and step-by-step documentation.
• Set up and deactivate users; manage access permissions and profiles.
• Build and maintain dashboards, reports, list views, and basic workflow automations as directed by leadership.
• Configure fields, picklists, and layouts within the CRM based on approved requirements.
• Support marketing automation activities including email sequences, lead-nurture workflows, segmentation, and campaign setup.
• Assist with reporting and customer intelligence projects for the marketing team.
• Perform data imports, cleanups, deduplication, and quality checks (e.g., vendor lists, trade show data, lead files).
• Monitor CRM integrations with Eclipse ERP and Office 365, escalating issues to IT or vendor support when needed.
• Serve as Lonestar’s primary liaison with the CRM vendor for escalations, bug reporting, and troubleshooting.
• Log issues clearly, track resolution progress, and maintain communication with internal stakeholders.

Requirements:
• Experience supporting or administering CRM platforms such as Salesforce, HubSpot, Dynamics, Zoho, or equivalent.
• Experience building CRM dashboards, reports, and entry-level workflow automations.
• Familiarity with marketing automation tools, CRM-based campaign builders, and segmentation.
• Understanding of ERP and CRM data flows; Eclipse ERP experience strongly preferred.
• Strong communication, presentation, and training skills; comfortable leading onsite group sessions.
• Ability to travel extensively (3–5 days per week).
• Strong organizational skills with the ability to manage multiple priorities across branches.
• Detail-oriented approach to data maintenance and documentation.

Physical Requirements:
• Must be able to remain in a stationary position 50% of the time.
• Constantly operates a computer and other office productivity machinery such as a calculator, copy machine, and printer.
• Must be able to travel frequently by car and air and work onsite at branch locations.

Benefits:
• Medical, dental, life, and vision insurance
• 401(k) Retirement Plan and Match
• Paid Time Off
• Specified Holiday Pay

Disclaimer:
This job description is a general outline of expected daily responsibilities and may not cover all duties assigned by management.