We’re looking for a highly organized, proactive, and commercially aware CRM Administrator to join our team.
Your role is critical in ensuring the CRM is not just a system of record, but a tool that actively drives revenue by holding the sales team accountable for timely engagement, data accuracy, and activity tracking.
As a CRM Administrator, you will not only manage and enhance our CRM system’s functionality but also play a key role in driving sales team performance and accountability. You will work closely with Sales to ensure consistent follow-up, accurate pipeline management, and full adoption of CRM processes.
Responsibilities
- Understand the challenges and objectives of the team; improve their operation through CRM administration and consultation.
- Act as a key partner to the Sales team, ensuring they are effectively using the CRM to manage leads, contacts, and opportunities.
- Monitor and drive sales team activity within the CRM, ensuring timely follow-ups, accurate data entry, and adherence to agreed processes.
- Proactively identify gaps in sales engagement (e.g. Uncontacted leads, stalled opportunities) and work with the sales team to address them.
- Implement workflows, alerts, and dashboards that prompt and enforce sales activity and accountability.
- Provide system administration support for the CRM, focusing on user permissions, custom objects, workflows, and profiles.
- Create, manage, and optimize complex workflow rules, data validation, and approval processes.
- Develop reports and dashboards that track sales performance, pipeline health, and individual activity levels.
- Analyse data to provide insights into team operation, effectiveness, and productivity, with a strong focus on sales outcomes.
- Work closely with stakeholders to capture business requirements and implement CRM solutions that support revenue growth.
- Coordinate and support the team with CRM usage and best practices.
- Deliver user support, training, and documentation, with a focus on driving adoption and correct usage. Identify and resolve data anomalies, maintaining high data integrity.
Requirements and skills
- 2+ years of CRM Administration experience with Salesforce.
- Proven experience working closely with sales teams and driving CRM adoption and compliance.
- Strong understanding of sales processes and pipeline management.
- Ability to confidently challenge and influence sales users to ensure CRM is used effectively.
- Experience administering and configuring a CRM system (custom objects, workflows, permissions, etc.).
- Experience creating reports and dashboards that track sales performance and activity.
- Familiarity with automating business processes and improving operational efficiency.
- Strong communication, collaboration, and problem-solving skills.
- Ability to balance support with accountability, ensuring users are enabled but also held responsible.
- Bonus points for Salesforce.com certification.
- Fluency in English, diligence, enthusiasm, and an interest in marketing strategy and content marketing.
If you thrive in a fast-paced environment and enjoy influencing team behaviors as well as systems, we’d love to hear from you.