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Crm administrator (3 month ftc)

Small Dole
Crm administrator
Posted: 30 April
Offer description

Job Purpose The CRM Administrator is responsible for the effective configuration, and development of the company’s Customer Relationship Management (CRM) system. The role supports business development, pre‑construction, estimating, and senior management teams by ensuring accurate management of client, framework, tender, and project data, enabling informed decision‑making and improved bid success across public and private sector work. Responsibilities Administer, configure, and maintain the company CRM system to support business development and pre‑construction activities. Manage and maintain accurate records for clients, consultants, supply chain partners, frameworks, tenders, and live opportunities. Support the tracking of opportunities, leads, expressions of interest (EOIs), PQQs, tenders, and frameworks through the work pipeline. Develop and maintain CRM workflows, dashboards, templates, and automation. Develop templates for management reports including pipeline activity, bid status, win/loss analysis, client engagement, and framework performance. Provide system support, troubleshooting, and day‑to‑day guidance. Assist with onboarding new starters and promoting consistent/compliant system use across the business. Ensure CRM data quality, accuracy, and consistency. Manage user roles, permissions, and access rights in line with company policies and GDPR requirements. Liaise with IT teams, external CRM consultants, and vendors to support upgrades, integrations, and system enhancements. Support integration with other business systems such as estimating software, document management systems, ERP, or finance platforms. Document CRM processes, user guides, and system changes to support ongoing knowledge sharing. Required qualifications, skills, experience Skills & Knowledge Proactive, methodical, and solutions‑focused. Comfortable working independently and managing multiple priorities. Collaborative with a strong service‑oriented approach. Committed to continuous improvement and system optimisation. Experience Experience administering a CRM system (e.g. Microsoft Dynamics 365, Salesforce, HubSpot, or similar) is preferable. Strong data management, reporting, and analytical skills. Highly organised with strong attention to detail. Technology skills IT Microsoft Office skills - Outlook, Word, Excel CRM system (desirable) Training Full driving licence Qualifications GCSE’s or equivalent. ​

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