CRM Administrator

Client Services (Global) Limited
Chichester, United Kingdom
6 days ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Regular working hours
Languages
English
Experience level
Intermediate

Job location

Chichester, United Kingdom

Tech stack

System Configuration
Data Validation
Data Integrity
Salesforce
Data Objects

Job description

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

  • 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 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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