CRM Software Administrator

2 weeks ago

Parow, South Africa Exceed Human Resource Consultants Full time

Reference: 10701 AV Consultant: Anneke Viviers Job Description: CRM Software Administrator (Primary role):System Management: Serve as the primary administrator for the company's CRM platform. This includes managing user accounts, roles, and security permissions to ensure appropriate access. Data Integrity: Maintain accurate and up-to-date records of all client transactions. This involves cleaning data, performing regular data audits, and implementing processes to ensure data quality. System Customization: Customize the CRM to align with our business processes. This may include creating custom fields, workflows, dashboards, and reports to provide better insights. System Integration: Integrate the CRM with other software packages such as loan management systems, credit bureaus, FICA compliance and accounting software packages. Reporting and Analytics: Build and maintain reports within the CRM to track the new business pipeline, sales performance, and other key metrics. Technical Support: Serve as the first point of contact for all CRM-related issues, providing technical support and training to new and existing users to ensure efficient system use. Client Liaison Officer:Documentation and Vetting: Collect and verify supporting documentation from clients to prepare credit application packs for credit committee review. Legal and Financial Documentation: Prepare finance and operating lease agreements, ensuring accuracy and completeness. Prepare security documents such as personal suretyships, cross-company suretyships, cession of book debt, bonds, and subordination of loan agreements for client signature. Compliance: Collect and verify necessary supporting documentation from clients, including FICA documents, insurance, NATIS documents, and proof of deposits. Liaison and Onboarding: Liaise with clients, brokers, underwriters, and suppliers to ensure timely completion of transactions. Assist with the onboarding of new clients and contract explanations. Administrative Support: Provide general administrative support to the new business team. Credit Assessment & Analysis:Assist in evaluating and analysing credit applications for both new and existing clients. Support the credit assessment process, ensuring the necessary documentation is provided and accurately evaluated. Analyse and integrate data to refine credit decisioning systems, ensuring they align with industry best practices and regulatory standards. Qualifications NQF Level 7 in Finance or a related degree is essential. 1-3 years’ experience in managing and customising a CRM platform. Proficient in Microsoft Office Products such as Outlook, Word, Excel, PowerPoint and relevant software. How to Apply Email your comprehensive CV to . If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system. We reserve the right to only conduct interviews with candidates of choice. Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful. #J-18808-Ljbffr

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