CRM Administrator

3 weeks ago

Gqeberha, South Africa Headhunters Full time
Requirements:
  • Must have Matric.
  • Proven experience as a CRM Administrator or Data Analyst or in a similar role.
  • Solid knowledge and understanding of database structure and systems like SQL.
  • Deep understanding and knowledge of CRM & ERP System (minimum 5 years experience required).
  • Proficiency in CRM system administration, including user management, data management, customization, and reporting.
  • Strong analytical and problem-solving skills.
  • Advanced proficiency in Microsoft Excel for data analysis and reporting purposes.
  • Attention to detail and organizational skills to ensure accurate data entry and system maintenance.
  • Outstanding communication and interpersonal skills to effectively collaborate with cross functional teams and provide user support.
Advantageous Requirements:
  • Bachelor's degree in a relevant field.
  • Experience working in a sales environment with rental and leasing knowledge.
  • Sage knowledge.
  • Understanding of procurement, financial and sales processes.

Responsibilities and expectations but not limited to:
  • CRM System Management: Oversee the day-to-day operation of the CRM system, including user management, security settings, and data integrity.
  • Collaborate with cross-functional teams to identify, analyse, and address CRM system issues.
  • Reporting and Analytics: Create and maintain CRM reports to provide meaningful insights.
  • to sales, marketing, and customer service teams. Identify trends, track key performance indicators (KPIs), and generate actionable reports to support data-driven decision-making.
  • Data Management: Monitor and improve data quality within the CRM system by conducting regular data audits and implementing data cleansing processes.
  • Training and User Support: Develop and deliver CRM training programs for end-users, including new employee onboarding and ongoing training sessions. Provide technical support and guidance to users, troubleshooting system-related issues, and assisting with user adoption.
  • Full and complete management of Customer Relations Management Software.
  • Rep Allocations to client.
  • Maintenance/clean-up of data on CRM by ensuring that client information is not duplicated.
  • Provide CRM technical support.
  • Conduct CRM training with new users.
  • Monitor sales rep activity.
  • Loading of new equipment on CRM.
  • Produce the following detailed reports: Weekly activity data reports, Monthly data reports, Maintenance reports.
  • Manage leads (allocation to reps and regular follow ups thereafter).
  • Handle all Client settlements/ Cancellation queries.
  • Verify and distribute client information.
  • Understand and interpret client contracts.
  • Loading of contracts.
  • Assisting sales reps with contracts/settlements/ any queries.
  • Create New User Profiles.
  • Remove Access for terminated staff.
  • Any other ad-hoc duties as assigned from time to time.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

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