Temp CRM Administrator
Role details
Job location
Tech stack
Job description
The CRM Administrator will help support the configuration, maintenance, optimisation, and user support of the Pipedrive CRM platform. The role ensures that sales processes, automations, reporting, integrations, and data quality are aligned with business objectives to support efficient pipeline management and revenue growth., CRM Administration
- Administer and maintain the environment
- Configure pipelines, custom fields, workflows, permissions, and dashboards
- Manage users, roles, access levels, and security settings
- Monitor CRM performance and troubleshoot issues
Sales Process Optimisation
- Collaborate with sales and marketing teams to improve workflows
- Design and implement automation rules to reduce manual tasks
- Standardise sales stages, lead management, and opportunity tracking
- Support forecasting and pipeline accuracy
Reporting & Analytics
- Create and maintain reports, dashboards, and KPIs
- Analyse sales performance and CRM adoption metrics
- Deliver insights to management on pipeline health and conversion rates
- Export and manipulate data for business reporting
Integrations & Systems
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Manage integrations between Pipedrive and other systems such as:
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Email platforms
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Marketing automation tools
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ERP/accounting software
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Customer support systems
Coordinate with technical teams or vendors on API integrations
Data Management
- Ensure CRM data accuracy, consistency, and completeness
- Develop data governance standards and best practices
- Conduct regular audits and duplicate clean-up activities
- Manage imports, exports, and migrations
Requirements
Hands-on experience with Pipedrive
- Strong understanding of sales pipelines and CRM workflows
- Experience creating reports and dashboards
- Knowledge of CRM automation tools and integrations
- Advanced Excel or Google Sheets skills
- Strong analytical and problem-solving abilities
- Excellent communication and stakeholder management skills