CRM Administrator at Zinance Limited

Summary

• We’re looking for a highly organized and collaborative CRM Administrator to join our Revenue Operations Team.
• As a CRM Administrator, you will manage and enhance our CRM system’s functionality, work closely with various team members to understand business needs, and implement solutions.
• Your role is vital in maintaining system integrity, enhancing user experience, and ensuring the delivery of key insights to drive business decisions.

Responsibilities

• Understand the commercial operation, challenges, and objectives of each team; improve their operation through CRM administration and consultation.
• 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.
• Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
• Analyze data to provide insights into team operation, effectiveness, and productivity.
• Work closely with other team members to capture business requirements and implement CRM solutions.
• Coordinate and support integrations with third-party apps, plugins, and tools.
• Support daily troubleshooting, bug fixing, user adoption, training, and documentation.
• Identify and resolve data anomalies, maintaining high data integrity.

Requirements and skills

• Experience working directly with sales teams and implementing their requirements in the CRM system.
• Ability to administer and configure a CRM system (custom objects, workflows, permissions, etc.).
• Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
• Strong communication, collaboration, and problem-solving skills.
• Fluency in English, diligence, enthusiasm, and an interest in marketing strategy, content marketing, SEO, HR, recruiting, and tech.