CRM Workflow

2 weeks ago

Randburg GP Gauteng, South Africa FullView Solutions Full time R20 000 - R23 000

If youâre a CRM consultant, customer success manager, or someone whoâs used a CRM but never set one up yourself â this role isnât for you.Weâre looking for someone who builds the solution. Someone who can interpret business requirements, configure Bitrix24 modules, set up automation, and test the solution from start to finish.This is a hands-on technical role for someone with a solid understanding of systems and workflows â not just data entry or account management.ÂExperience in setup is not negotiable.ÂWhat Youâll Do: Join client discovery sessions and help translate business processes into workable Bitrix24 configurations Configure modules, workflows, and settings (not just capture data) Be the main contact for clients during implementationârun regular updates, clarify requirements, and provide guidance Test everything you build thoroughly before client handover Handle project tasks, timelines, and documentation Use Excel for data extraction, cleanup, filtering, and import/export tasks Respond to tickets, help clients post-setup, and escalate as needed  Who Weâre Looking For: Experience with Bitrix24 implementations and workflow automation is highly preferred If youâve worked on other CRM/workflow systems, youâll need to: âââ Show us past implementations (non-sensitive info) âââ Complete a hands-on assessment (we donât go on CVs alone â we want to see how you think and configure) Able to think analyticallyâyou wonât get a full checklist, you need to interpret and figure things out Comfortable leading client discussions and being their go-to person Solid Excel skillsâdata prep is part of every implementation Bonus: Basic HTML formatting skills Location Requirement: You must be based close to Linden, Johannesburg. For the first month, youâll work from the office full time for training and onboarding. If you're able to manage your work independently, you can be considered for a hybrid office/home setup. Education: Minimum Matric is required. A tertiary qualification is preferred, as it often supports structured and analytical thinking. However, we recognise that real ability to apply your mind can come from experience too â we value thinking skills over titles. Language: Proficient in English, as it is the primary language used with our clients and internally. Any additional languages will be a great bonus for our team and our diverse client base. Bonus skills Knowledge and experience of working with Bitrix24 A qualification in IT or Business related fields Experience in customer engagement and query management Other Important Info: Submit a list of projects you've worked on (no sensitive client data) Reference checks will be done for both your character and project involvement

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