CRM Administrator

CRM Administrator

Requirements

• Bachelor’s degree in Business Administration, Information Systems, or a related field (equivalent experience may substitute)
• CRM administration experience (e.g., Microsoft Dynamics, Creatio)
• Previous experience in Salesforce
• Experience working with sales and operational teams to implement CRM requirements
• Strong background in CRM configuration, workflows, automation, and data management
• Proficiency in administering and configuring CRM systems, including workflows, permissions, and automation
• Familiarity with automating business processes, reporting, dashboards, and data analysis
• Strong understanding of CRM best practices and data management principles
• Ability to interpret data and generate actionable insights

Responsibilities

• Manage system administration, including user permissions, custom objects, workflows, and profiles
• Configure, maintain, and optimize the Creatio CRM system to support marketing, sales, and customer service operations
• Develop and implement workflows, automation, and integrations to enhance efficiency and align with business objectives
• Identify and troubleshoot technical issues, implementing solutions to minimize disruptions
• Monitor and analyze CRM performance metrics, generating insights and identifying areas for improvement
• Maintain accurate, clean, and up-to-date customer data, ensuring compliance with data protection regulations
• Identify and resolve data anomalies, maintaining high data integrity
• Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards
• Analyze data to provide insights into team operations, effectiveness, and productivity
• Provide end-user support, troubleshooting issues, and driving system adoption
• Conduct training sessions, create documentation, and establish standards for CRM usage
• Lead ‘Train the Trainer’ programs to equip internal trainers with necessary CRM knowledge
• Communicate CRM insights, progress, and updates to stakeholders, ensuring transparency and alignment across teams
• Work closely with sales, marketing, and operations teams to align CRM strategies with business objectives
• Coordinate and support integrations with third-party apps, plugins, and tools
• Stay informed about new Creatio features and updates, proactively recommending and implementing enhancements

Preferred Qualifications

No preferred qualifications provided.