Reporting to the Director of Sales Support, the CRM Administrator is responsible for
managing the Customer Relationship Management (CRM) system on a day-to-day basis.
The ideal candidate will be process-oriented, pay close attention to details, and have
analytical thinking skills. Additionally, this role will require in-depth knowledge of internal
sales, marketing, and business processes.
Policing of company data, which is entered by a number of CRM users.
o Ensuring data is correct across Accounts, Contacts, Opportunities, etc.
o Identifying & correcting errors made by system users
o Communicating errors made by users in a friendly, helpful manner
o Checking to ensure that all opportunities are up-to-date, in real-time
o Ensuring all data fields are populated correctly at all times
o Reporting improper system usage to senior management
Providing central point of contact for all change requests & system alterations
Creating or updating training manuals, policies, and procedures
Working with senior management to ensure key functionalities are understood
Enforcing new user adoption by monitoring login history
Providing help-desk support for all system users. Escalating to I/T if needed
Building custom reports and dashboards specific to job functions
Maintaining control of access rights, security settings, and user privileges
Preventing unauthorized access from ex-employees via de-provisioning
Provisioning all new users, providing system training and customization
Generating detailed process maps for sales, marketing, & business workflows
Importing & exporting of data as required to synchronize back-end systems
Working with I/T to manage project implementation and back-end integration
University degree or college diploma in business or information technology
Minimum of 2 years experience in a marketing or sales administration
Exceptional knowledge of marketing and sales processes and workflows
Strong project management, data management, and training & support skills
Ability to develop strong relationships and work with senior level executives
Exception written and verbal communication skills
Solid business acumen, management, and problem-solving skills
Strong computer skills, especially Microsoft Office (Word, Excel, PowerPoint)
Effective time management, organization, and leadership skills