CRM Administrator

Description

• We’re looking for a highly organized and collaborative CRM Administrator to join our Revenue Operations Team.
• As a CRM Administrator, you will manage and enhance our CRM system’s functionality, work closely with various team members to understand business needs, and implement solutions. Your role is vital in maintaining system integrity, enhancing user experience, and ensuring the delivery of key insights to drive business decisions.

Responsibilities

• Understand the commercial operation, challenges, and objectives of each team; improve their operation through CRM administration and consultation.
• Provide system administration support for the CRM, focusing on user permissions, custom objects, workflows, and profiles.
• Create, manage, and optimize complex workflow rules, data validation, and approval processes.
• Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
• Analyze data to provide insights into team operation, effectiveness, and productivity.
• Work closely with other team members to capture business requirements and implement CRM solutions.
• Coordinate and support integrations with third-party apps, plugins, and tools.
• Support daily troubleshooting, bug fixing, user adoption, training, and documentation.
• Identify and resolve data anomalies, maintaining high data integrity.

Requirements and skills

• Experience working directly with sales teams and implementing their requirements in the CRM system.
• Ability to administer and configure a CRM system (custom objects, workflows, permissions, etc.).
• Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
• Strong communication, collaboration, and problem-solving skills.
• Fluency in English, diligence, enthusiasm, and an interest in marketing strategy, content marketing, SEO, HR, recruiting, and tech.