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.
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