Kindly be informed that, CRM Specialist responsibilities include: Providing system administration support for CRM systems, particularly related to user permissions, custom objects, and workflows. Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes. Analyzing data and creating reports for insights into team operations and productivity. Coordinating and supporting integrations with third-party applications.
Job description
We’re seeking a detail-oriented and technically skilled CRM Specialist to join our dynamic team, email hosting, and web hosting.
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.
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, email hosting, and web hosting
Requirements and skillsBachelor’s Degree with a solid analytical and technical background.3+ years of CRM Administration experience, e.g., Salesforce, Microsoft Dynamics.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.Experience working directly with commercial, financial, and data teams.Strong communication and collaboration skills. Bonus points for experience in specific CRM platforms like Salesforce.com, knowledge of SOQL/Workbench, and familiarity with integrated tools such as Outreach, HubSpot.