Posted on: 23/07/2025
Responsibilities :
System Administration and Configuration :
- Manage and maintain the CRM system, including user accounts, roles, permissions, and security settings.
- Configure and customize the CRM platform (Salesforce, Microsoft Dynamics 365, HubSpot) to meet business requirements.
- Create and manage custom objects, fields, layouts, workflows, validation rules, and processes.
- Perform regular system audits and health checks to ensure optimal performance.
- Coordinate and implement system upgrades and updates.
Data Management and Integrity :
- Ensure data accuracy, completeness, and integrity within the CRM system.
- Implement data validation rules and data quality checks.
- Perform data cleansing and deduplication activities.
- Manage data imports and exports.
- Develop and maintain data governance policies and procedures.
User Support and Training :
- Provide technical support and troubleshooting assistance to CRM users.
- Develop and deliver training materials and conduct user training sessions.
- Create and maintain user documentation and guides.
- Act as the primary point of contact for CRM-related queries and issues.
Reporting and Analytics :
- Create and manage standard and custom reports and dashboards to provide insights into CRM data.
- Analyze CRM data to identify trends and opportunities for improvement.
- Collaborate with stakeholders to define reporting requirements.
Workflow Automation and Process Improvement :
- Design and implement CRM automation workflows to streamline business processes.
- Identify opportunities to optimize CRM usage and improve efficiency.
- Document CRM processes and recommend improvements.
Integration and Collaboration :
- Collaborate with IT and other departments to integrate the CRM system with other business applications.
- Coordinate with third-party vendors for CRM integrations and support.
- Work closely with sales, marketing, and customer service teams to understand their needs and provide CRM solutions.
Qualifications :
- Bachelor's degree in Business Administration, Information Technology, or a related field.
- 3-5 years of experience as a CRM Administrator, preferably with a specific CRM platform (Salesforce, Microsoft Dynamics 365, HubSpot).
- Strong understanding of CRM principles, best practices, and functionalities.
- Proven ability to configure and customize a CRM system.
- Excellent data management and analytical skills.
- Experience in creating reports and dashboards.
- Solid understanding of workflow automation.
- Strong problem-solving and troubleshooting skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Detail-oriented with a strong focus on accuracy.
Preferred Qualifications :
- Certification in a specific CRM platform (Salesforce Administrator, Microsoft Certified: Dynamics 365 Fundamentals).
- Experience with data migration and integration tools.
- Basic understanding of API concepts and integration methods.
- Familiarity with sales, marketing, and customer service processes
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