As the Lead CRM Specialist for the Americas, you will act as a regional expert, facilitator, trainer, and trusted partner to ensure the effective, consistent, and value‑driven use of Microsoft Dynamics and Go‑To‑Market enablement tools across the end‑to‑end Lead‑to‑Cash lifecycle.
This role serves as the primary catalyst in the Americas to drive disciplined, insight‑driven lead management, opportunity execution, and customer handoffs, enabling measurable improvements in pipeline health, seller productivity, customer experience, and revenue outcomes.
The role will play a key part in embedding CRM and enablement platforms as the system of execution and source of truth, helping transition the region toward more data‑driven, intelligent sales workflows that reduce manual effort and improve decision quality.
Reporting to the Head of Global Go‑To‑Market Enablement (within the Business Transformation & Sales Excellence organization), this role bridges global enablement strategy and enterprise platforms with regional execution, while ensuring local adoption of evolving digital and AI‑enabled capabilities in a practical, business‑led manner.
The Lead is responsible for developing and executing regional enablement plans and partnering closely with subject matter experts (SMEs) and business stakeholders to successfully deploy solutions that simplify workflows, improve usability, and increase adoption across sales systems and processes.
To succeed in this role, you will be highly driven to:
- Establish and maintain data-driven, actionable regional enablement and CRM playbooks, incorporating best practices and clear in-flow guidance across Lead-to-Cash processes spanning Sales, Marketing, and Customer Service
- Develop and execute regional enablement plans for new capabilities, process changes, and system enhancements, ensuring readiness, alignment, and measurable behavioral and adoption outcomes tied to pipeline quality and business performance
- Actively support and improve lead management, routing, qualification, sales hando s, and customer service transitions, ensuring clear signals, ownership, and execution consistency across the lifecycle
Cross-Functional Partnership & Solution Deployment
- Partner with functional SMEs, Sales Operations, Marketing, Customer Service, IT, and Digital/Platform teams to support the design, testing, and deployment of solutions that simplify workflows, improve data capture, and enable more intelligent, insight-driven selling behaviors
- Roll out new enterprise platform capabilities, features, and process changes from Global Go-To-Market Enablement into the Americas region, including change communication, adoption support, and feedback loops to improve usability and e ectiveness
- Represent regional business needs, constraints, and enhancement requests to Global Enablement and Platform Product teams, including:
- Submitting and managing issue and enhancement tickets
- Requesting new functionality or integrations
- Providing practical input into platform and enablement roadmap priorities, with a focus on usability, data quality, and real-world adoption
Training, Adoption & Support
- Onboard new users across functions with role-based, scenario-driven training programs that reinforce CRM as the primary system for daily execution and decision-making
- Serve as the primary regional point of contact for end-user support, troubleshooting, and resolution of CRM and enablement-related operational issues
- Identify recurring issues and usage patterns to proactively improve workflows, usability, and adoption at scale
- Partner with regional Sales and Customer Service leaders to establish clear accountability, usage expectations, and adoption KPIs tied to business outcomes (e.g., conversion, cycle time, forecast reliability)
Data, Insights & Continuous Improvement
- Audit CRM usage, behaviors, and workflows to identify adoption gaps, ine iciencies, and sources of friction, using data and usage patterns to prioritize improvements
- Establish and execute ongoing data governance, quality, and hygiene routines, ensuring accuracy, compliance, and high confidence in data used for decision-making, forecasting, and analytics
- Identify and implement opportunities to enhance platform e iciency through workflow optimization, automation, and AI-supported or insight-driven capabilities, focusing on practical use cases that reduce manual effort and improve sales effectiveness
Platform Adoption & System Integration
- Support full platform adoption by embedding CRM and enablement tools into daily workflows, reinforcing the system as the primary source of truth and eliminating manual workarounds and low-value administrative effort
- Create and maintain enablement assets and documentation, including process maps, role-based user guides, data definitions, deployment materials, and reference content
- Manage CRM user access, roles, profiles, and security settings in alignment with enterprise governance and data privacy standards
Skills and experience to thrive in this role:
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Experience managing processes and functionality within MS Dynamics
- 5+ years of experience involving CRM management in a B2B environment
- Experience supporting CRM platforms, sales operations, sales enablement, revenue operations, or business process improvement initiatives.
- Strong understanding of sales workflows, lead management, opportunity management, customer handoffs, data quality, and CRM adoption challenges.
- Ability to translate system capabilities and process changes into clear, practical guidance for business users.
- Comfort partnering across Sales, Marketing, Customer Service, IT, and global enablement or platform teams.
- Strong communication, training, documentation, troubleshooting, and stakeholder-management skills.
- A continuous-improvement mindset with the ability to identify patterns, solve workflow issues, and influence adoption without relying solely on formal authority.
Education
- Bachelor’s degree (B.A. or B.S.) in systems, sales, marketing, or similar field
HARTING Americas is a subsidiary of HARTING Technology Group, a German-based global leader in industrial connectivity solutions. We develop, manufacture, and sell the world's most durable and reliable products and solutions for use in Machinery & Robotics, Automation Devices, Rail & Transportation, Intralogistics & Conveyor Systems, Energy, and Datacenter market segments.
As a third generation, family-owned company, with over 75 years of history, we continue to create value and shape the future with technologies for people. You will discover that we work hard – to fulfill our personal, company, and customer goals, and in our commitment to our community with our holiday drives and our paid VTO (Voluntary Time Off). You will also discover that we like to have fun – like when we celebrate the holidays, host theme days and sweater parties, prost to Oktoberfest, and much more!
HARTING USA offers an attractive total compensation package and employee benefits, including:
Compensation:
- HARTING's Total Compensation Structure includes a Base Salary and Bonus Percentage.
- Competitive base salary: $80,000 - $105,000 (commensurate with experience, subject to change dependent on physical location).
- This role is eligible for a 10% discretionary annual bonus.
Benefits:
- 21 days PTO (Paid Time Off) to start – quickly earn more PTO as you stick with us (36 days max).
- Medical, dental, and vision Insurance – several Blue Cross Blue Shield plan options to choose from.
- Company-sponsored life, AD&D, and short- and long-term disability – at no cost to employee.
- Paid parental leave, tuition and fitness reimbursement, and a hybrid working policy.
- 401(k) with a 4% dollar-for-dollar match – fully vested upon eligibility!