Company: Wood
Skills: Business Development, Customer Service
Experience: 2 + Years
Education: Bachelors/3-5 yr Degree
Location: Houston, Texas, United States

Overview / Responsibilities

The CRM Coordinator role is responsible for managing the day-to-day operations of their company's CRM system, including creating and updating records, conducting weekly meetings with the Business Development teams to ensure data integrity is maintained. The CRM Coordinator will assist in training other employees on how to use the software effectively.


Success criteria includes:


  • Ensure the business is properly supported
  • Ensure quality of data in system
  • Strong pipeline accurately maintained to support leadership reporting.


Summary of Responsibilities include:



  • CRM - Ensure accuracy of data in system through reporting and communicating with Wood Consulting users
  • Maintain responsible follow-through
  • Training - CRM training for all new users and refresher for existing users
  • Reporting - preparing, collating and maintaining power bi dashboards that are linked to CRM and sales performance.


More detailed responsibilities:

Coordinator Role for CRM - Responsible for the creation, maintenance and integrity of the data in our CRM system across the Americas Region and associated Business Groups.

Reporting - preparing, collating and maintaining PowerBI dashboards that are linked to CRM and sales performance.

Training & Coaching



  • Updates to CRM training material and all other procedural documents
  • Training new users and providing refresher training as needed
  • As part of the Roll Out to Wood, train the new Coordinators, Super Users and standard users




  • Enter opportunity/prospect data in CRM
  • Manage the opportunity pipeline effectively and ensure that all opportunities are reflective of their stage in the opportunity life cycle.
  • Conduct and participate in sales and proposal meetings on a weekly basis to ensure CRM data is accurate
  • Requests for adding new users


  • Closing opportunities that have been won in accordance with CRM guidelines.
  • Manage the Collaboration/Workshare Opportunities
  • Become part of the CRM Support Team as a super user.
  • Add new account records
  • Manage the duplicate entry detection process


Skills / Qualifications




  • Microrsoft Dynammics CRM or Salesforce experience required
  • Power BI Experience required.
  • Mininmum of 2 years experience in an equivalent role.
  • Bachelor's Degree, or equivalent work experience, required


  • MS Dynamics Certified preferred but not essential.
  • MS Word, Excel, PowerPoint proficiency is required. Skills
  • Project Management and detail oriented
  • Quick to learn new software programs/databases
  • Strong organizational, coordination, problem solving and multi-task skills
  • Strong communication (written and verbal), interpersonal skills Character
  • Enjoy challenging opportunities
  • Self-starter ability to take on the role and "run with it"
  • Relationship oriented: team player, friendly, flexible and caring

Consistent personal ethic: integrity, dependability, initiative and quality

Company Overview

Wood is a global leader in consulting and engineering, helping to unlock solutions to critical challenges in energy and materials markets. We provide consulting, projects and operations solutions in 60 countries, employing around 35,000 people.

Diversity Statement

We are an equal opportunity employer that recognises the value of a diverse workforce. All suitably qualified applicants will receive consideration for employment on the basis of objective criteria and without regard to the following (which is a non-exhaustive list): race, colour, age, religion, gender, national origin, disability, sexual orientation, gender identity, protected veteran status, or other characteristics in accordance with the relevant governing laws.

Wood is a global leader in consulting and engineering across energy and the built environment, helping to unlock solutions to some of the world’s most critical challenges. We provide consulting, projects and operations solutions in more than 60 countries, employing around 40,000 people. At Wood our common purpose is to ‘unlock solutions to the world’s most critical challenges.’ Through the delivery of our Consulting, Project and Operations solutions across energy and the built environment we deliver exceptional returns for our clients, our people, our investors and the communities where we live and work. Visit us at and follow us on Facebook and LinkedIn.