CRM Administrator Job Description

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					CRM Administrator
Position Overview

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

Job Requirements

     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

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