We are seeking a CRM & Systems Integration Specialist to design, manage and enhance our marketing and commercial systems including Salesforce, HubSpot, Partner Portal, lead-gen automation, customer service tools, pricing systems, and digital sales enablement tools.
This role works cross-functionally across Marketing, and Sales to build and maintain automated integrations that improve data quality and enhance customer experience. The ideal candidate combines strong Salesforce expertise, systems thinking, and business acumen to deliver scalable, efficient solutions that support growth.
Key Responsibilities
Salesforce System Administration
- Administer and enhance Salesforce, including configuration (objects, fields, flows, validation rules, dashboards, and reports)
- Lead Salesforce projects, including integrations and third-party applications
- Design and optimize lead generation, routing, scoring, and lifecycle management processes
- Provide insights to improve marketing effectiveness and business outcomes
Systems Integration
- Manage the digital ecosystem of marketing, sales, customer service, and digital platforms (CRM, marketing automation, partner portal, and product configurator)
- Identify and implement process improvements to enhance performance, usability, and reporting
- Enhance and maintain reporting to track lead generation, funnel performance, and revenue impact
- Ensure consistency and accuracy of pricing, product data, and workflows across platforms
- Provide insights to improve marketing effectiveness and business outcomes
Customer-facing Digital Tools Management
- Support and optimize customer-facing digital platforms used for quoting and order management, including access based on user roles and permissions
- Partner with Sales, Marketing, and Engineering to ensure systems are integrated, scalable, and aligned with business processes across the customer lifecycle
- Ensure seamless integration across platforms and troubleshoot system issues as needed
Qualifications
- Strong problem-solving and analytical skills with a focus on data accuracy and process improvement
- Effective communication and cross-functional collaboration
- Familiarity with identity/access tools (ex. miniOrange, Okta) preferred
- Experience with pricing, quoting, or order management systems a plus
- A demonstrated ability to work in a self-directed and independent manner, prioritizing work appropriately
Preferred Qualifications
- Bachelor’s degree in Marketing, Business, Information Systems, or related field (or equivalent experience)
- 3–5+ years of experience in marketing operations, CRM administration, or business systems management
- Strong Salesforce expertise (customization, configuration, reporting, automation and integrations) including APIs and data flow
- Experience with marketing automation platforms (HubSpot, Pardot, Marketo, or similar)
Skills Required
- Strong Salesforce expertise (customization, configuration, reporting, automation and integrations) including APIs and data flow
- Administer and enhance Salesforce (objects, fields, flows, validation rules, dashboards, reports)
- Lead Salesforce projects, including integrations and third-party applications
- Design and optimize lead generation, routing, scoring, and lifecycle management processes
- Strong problem-solving and analytical skills with focus on data accuracy and process improvement
- Effective communication and cross-functional collaboration
- Familiarity with identity/access tools (miniOrange, Okta)
- Experience with pricing, quoting, or order management systems
- Experience with marketing automation platforms (HubSpot, Pardot, Marketo, or similar)
- 3-5+ years of experience in marketing operations, CRM administration, or business systems management
- Bachelor's degree in Marketing, Business, Information Systems, or related field (or equivalent experience)
- Ability to work in a self-directed and independent manner, prioritizing work appropriately
What We Do
Steel Partners Holdings L.P. is a diversified global holding company that manages a portfolio of businesses across various sectors, including diversified industrial products, energy, defense, supply chain management, logistics, banking, and youth sports. The company focuses on increasing long-term corporate value for stakeholders and shareholders through strategic acquisitions, investments, and operational excellence programs designed to enhance profitability and competitiveness.
