Deloitte Public Sector CRM Pipeline Lead in Arlington, Virginia
The Public Sector CRM Pipeline Lead ensures that the Deloitte opportunity pipeline is reflected in our proprietary Customer Relationship Management (CRM) system in a complete, timely and accurate manner, provides reporting/analysis of pipeline performance to Public Sector leaders across the Public Sector Practice, and updates the pipeline to reflect contract awards.
The Public Sector CRM Pipeline Lead is responsible for working with Public Sector Executive and Sector Leadership; National, Industry, FSS, and Regional Super Users/Information Managers; and a variety of other stakeholder organizations, such as the Finance, to advance the use of our CRM as a business management and reporting tool. He/she will serve as the Pipeline Lead for assigned Public Sector stakeholders, providing support to leaders in the entry, update, quality review, and close-out of opportunities in the CRM in accordance with Public Sector Practice policies and procedures. This individual will maintain and refine core Public Sector CRM reporting capabilities; develop reports and dashboards with specific attributes related to metrics and report constructs relevant to the overall Public Sector Practice; and work with various stakeholder organizations to validate metrics necessary to support this reporting capability. This position supports the development of Public Sector CRM policies and procedures and manages the development of Public Sector training.
The ideal candidate will be data-savvy and comfortable with generating and managing spreadsheet data and reports. Excellent quantitative reasoning skills are a must.
This position is based in Deloitte's Rosslyn, VA office, but the team is open to considering candidates located elsewhere within the US. Minimal travel is required.
Work you ll do
As a Public Sector CRM Pipeline Lead, you will:
Assist Sector leaders with CRM entries and updates in compliance with Public Sector guidance
Manage a centralized CRM administration process for assigned Sectors and assist with the entry, update and close-out of CRM records
Provide pipeline insights and recommendations to Sector leaders, and participate in leadership meetings, as requested
Distribute a standard set of exception reports to Sector leaders to promote timely, accurate, and compliant updates to CRM records
Serve as the process lead for communicating and clearing CRM data quality exceptions in coordination with Sector CRM points of contact
Synchronize CRM updates with the Contract and Finance efforts
Work in collaboration with Contracts and Finance to ensure that wins are booked in a timely and accurate manner, and that all associated Public Sector Sold Unfunded opportunities are accurately reflected in all systems
Provide key management reports, dashboards, and analyses to support effective practice development strategy and management decisions
Prepare reports, dashboards, and analyses of the open pipeline, and the win/loss outcomes on both a weekly and periodic basis
Contribute to the design and development of new pipeline reports, dashboards, analyses, dashboards and predictive analytics to meet the ever-evolving need for improved performance information
Maintain the CRM reporting archives
Address ad hoc analysis requests from leaders and stakeholders
Provide CRM guidance to the Public Sector Practice and assigned Sectors
Administer CRM for the Public Sector Practice and assigned Sectors
Serve as a CRM subject matter expert, providing guidance and training to Sector leaders, Client Relationship Executives (CREs), Client Account Managers (CAMs), and other Account Points of Contact (POCs)
Maintain Public Sector CRM guidance documents
Deliver CRM training for the Public Sector CRM user community
Coordinate with offshore support colleagues on a weekly basis for business warehouse job runs and other support services
Contribute to process improvements, projects, and initiatives as assigned
Manage process improvements initiatives, as assigned
4-year college degree, preferably in a government or Public Sector, or some analytics related discipline
5 years of experience in reporting and analytics
5 years of experience working within the Public Sector
Professional customer service manner and ability to interact with all levels of management and leadership
Experience with CRM processes and systems, especially as it relates to data and reporting
Experience documenting processes and procedures, to include understanding contract award documents
Excellent written and verbal communication skills
Demonstrated ability to multi-task and manage competing high priority demands
Proficiency with Microsoft SharePoint, Word, and PowerPoint
Detail-oriented with excellent follow-through skills
Experience working independently and comfort working with remote colleagues
Strong relationship building/relationship management skills
Ability to work in a fast-paced, high-volume, and often ambiguous/fast-changing matrix environment
How you ll grow
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. at http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html
Deloitte s culture
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