CRM Specialist
We’re seeking a detail-oriented and technically skilled CRM Specialist to join our dynamic team. In this crucial role, you’ll be responsible for administering and optimizing our CRM system to support our fast-growing commercial environment. Your expertise will ensure our core systems are reliable, accurate, and tailored to day-to-day user needs while delivering key insights to leadership.
If you’re passionate about CRM systems, thrive in a collaborative setting, and are ready to drive change in a fast-paced environment, we’d love to hear from you.
Responsibilities
- Understanding the commercial operation, challenges, objectives, and daily work of each team; improving their operation and productivity through CRM administration.
- Providing system administration support, especially related to user permissions, custom objects, and workflows.
- Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes.
- Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
- Analyzing data to provide insights into the operation, effectiveness, and productivity of each team.
- Working closely with other teams to capture and identify business requirements for CRM implementation.
- Coordinating and supporting integrations with third-party apps, plugins, and tools.
- Assisting in identifying and resolving data anomalies and errors; maintaining a high level of data integrity.
- Supporting the team in daily troubleshooting, bug fixing, and end-user support.
- Creating and maintaining documentation on processes, policies, application configuration, and help-related materials.
Requirements
- Bachelor’s Degree with a solid analytical and technical background.
- 2+ years of CRM Administration experience,
- Proven ability to administer and configure CRM systems, including custom objects, flows, validation rules, and permissions.
- Familiarity with automating business processes, report and dashboard creation, and data analysis.
- Strong communication and collaboration skills.
- Bonus points for experience in customer.io
Benefits
Remote Work: Our company offers the opportunity to work remotely, allowing you the flexibility to work from the comfort of your own home or any location of your choice. Embracing remote work ensures a healthy work-life balance and eliminates the stresses of commuting.
Flexible Hours: We prioritize work-life balance and understand that everyone has unique commitments and daily schedules. With our flexible hours, you have the freedom to choose when you work, whether you’re an early bird, a night owl, or need to accommodate other personal or family responsibilities.
With paid leaves and holidays: We value your dedication and provide paid leaves and holidays, ensuring you have time to rest and rejuvenate.