CRM Executive

Job Description

CRM system building and implementation:

• Set up workflows to capture data accurately and securely.
• Automate CRM processes to reduce manual tasks.
• Improve CRM design by exploring and implementing new features.
• Create clear, structured reports and dashboards that align with business goals.

Responsible for preparing user training material and guidelines:

• Provide support and guidance to colleagues and customers using the CRM, including assisting the training team.
• Maintain clear and accessible configuration documentation.

CRM Service escalation support for end-users:

• Troubleshoot user and software errors that disrupt efficient interaction between people and the system.
• Meet with teams to analyze business trends.
• Collaborate with team members to address significant issues.

Data analysis support:

• Monitor daily data feed, and verify the accuracy of customer data.

Job Requirement

• Ensure consistent use of the CRM system and compliance with sales processes.
• Communicate changes to the platform and processes.
• Maintain CRM data integrity with attention to detail.
• Document case resolutions for knowledge sharing.
• Work independently while being reliable and team-oriented.
• Knowledge of SQL, databases, and APIs for CRM data governance, including:
  • Data standards
  • Data audits
  • Data structures
  • User access rights
  • Reporting
• Experience with HubSpot, Creatio, or similar marketing automation systems is a plus.
• Think critically and provide data-driven recommendations.
• Exhibit patience with difficult user cases.
• Basic English communication skills.