Customer Relationship Management (CRM) Specialist at TransitEdge Solutions Limited

Job Summary

• We’re seeking a detail-oriented and technically skilled CRM Specialist to join our dynamic team.
• 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.
• If you’re passionate about CRM systems, thrive in a collaborative setting, and are ready to drive change in a fast-paced environment, we’d love to hear from you.

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.

Requirements and skills

• Bachelor’s Degree with a solid analytical and technical background.
• 2+ 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.