Job Description
Position Overview:
The CRM Administrator is responsible for managing and optimizing the organization’s Customer Relationship Management (CRM) system to improve customer engagement, support business goals, and enhance data accuracy. This role includes system configuration, user support, data analysis, and collaboration with teams to ensure the CRM aligns with company processes and drives efficiency.
Key Responsibilities:
CRM System Management:
- Configure and maintain the CRM to meet business needs.
- Develop workflows, dashboards, and reports to support operations.
- Manage user access, permissions, and roles within the system.
Data Management and Integrity:
- Maintain data accuracy by performing audits and cleansing activities.
- Manage data imports, exports, and integrations with other systems.
- Establish and enforce data governance policies.
User Support and Training:
- Provide technical support and troubleshoot CRM-related issues.
- Deliver training and create user guides to ensure effective system usage.
- Act as the primary contact for user questions and system feedback.
Process Optimization:
- Collaborate with teams to identify and implement process improvements.
- Automate tasks and workflows to enhance operational efficiency.
Reporting and Analytics:
- Design and generate reports and dashboards to offer actionable insights.
- Analyze CRM data to support strategic decision-making and monitor performance.
Qualifications:
Degree in Information Technology, Business Administration, or a related field, or equivalent experience.
Experience:
- Proven background in CRM administration or a related role.
- Hands-on experience with platforms such as Salesforce, Microsoft Dynamics, HubSpot, or Zoho.
Technical Skills:
- Proficiency in CRM customization, workflows, and reporting tools.
- Familiarity with data management and integrations, such as APIs or middleware.
- Knowledge of data analysis and visualization.