CRM Software Administrator

3 days ago

Parow, Western Cape, South Africa Exceed HR and Recruitment Full time
Job Overview
  • Application Deadline: 16 November 2025
  • Job Location: Parow, Western Cape
  • Job Title: CRM Software Administrator
  • Education Level: Diploma
  • Job Level: Intermediate
  • Minimum Experience: 1 - 3 Years
CRM Software Administrator – Parow, Cape Town.

Duties and Responsibilities:

  • 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.

Requirements:

  • 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.

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