CRM Administrator

Position Summary

We are looking for a proactive and detail-oriented CRM Administrator to manage and maintain our Customer Relationship Management (CRM) system. The CRM Administrator is responsible for the day-to-day administration, configuration, support, and maintenance of the organization’s Customer Relationship Management (CRM) system. This role ensures the CRM is optimized for business needs, supports users across departments, and works closely with stakeholders to enhance system functionality. The ideal candidate has strong technical proficiency, problem-solving skills, and a keen understanding of CRM best practices to drive user engagement and improve customer experience.

Essential Functions

• Serve as the primary CRM Administer and maintain the CRM system, ensuring data integrity, system performance, and user access controls.
• Customize and configure CRM fields, workflows, dashboards, reports, and integrations to meet business requirements.
• Work with stakeholders to identify, develop, and deploy new business processes within CRM system.
• Provide CRM training and support to users, promoting best practices and effective use.
• Serve as the primary point of contact for CRM support, providing user training and resolving system-related issues promptly.
• Manage data integrity and Monitor CRM data quality and implement data cleansing procedures as needed.
• Collaborate with Sales, Marketing, Customer Support, and other departments to gather requirements and implement CRM solutions.
• Manage user accounts, roles, profiles, permissions, and security settings.
• Perform regular system audits and prepare reports on CRM usage and performance metrics.
• Assist with data imports, exports and database maintenance.
• Work with third-party vendors and developers as needed for system enhancements.
• Stay current on CRM software updates and best practices, making recommendations for     process improvements.
• Document system configurations, procedures, and training materials.

Qualifications

Education & Experience:

• Bachelor’s degree in information technology, Business Administration, or a related field.
• 2-4 years of experience in CRM administration (e.g., Salesforce, Microsoft Dynamics, HubSpot, Zoho, etc.). Salesforce is preferred.
• Strong understanding of CRM principles, customer data, and user support.
• Excellent attention to detail and organizational skills.
• Experience in workflow automation, data management, and CRM integrations with other business systems (ERP, marketing platforms, etc.).

Technical Skills:

• Proficiency in CRM platforms (specify if known, e.g., Salesforce Admin Certification is a plus).
• Familiarity with database structures, reporting tools, and data visualization.
• Understanding of APIs, data imports/exports, and system integrations.
• Knowledge of data privacy regulations (e.g., GDPR, CCPA) as they relate to customer data handling.

Note:  The above statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities and skills required of associates so classified. Management retains the right to assign or reassign duties at any time. Job description is subject to change.  All employees of the Company are expected to:

1. Promote positive work habits including effective and timely communication, teamwork and respect for co-workers.
2. Provide constructive guidance to other employees and representatives of third parties.
3. Contribute to providing the highest quality of products and services to customers.

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