CRM Administrator / IT Analyst
Role details
Job location
Tech stack
Job description
- Administer and maintain the company's CRM platform (Zoho CRM preferred)
- Configure workflows, automation, user permissions, security settings, and system enhancements
- Develop and maintain dashboards, reports, and analytics to support business decision-making
- Analyze sales, pipeline, and operational data to identify trends and opportunities
- Partner with sales leadership, operations, and executive stakeholders to gather business requirements
- Translate business needs into scalable system solutions
- Support CRM users through training, onboarding, troubleshooting, and ongoing support
- Manage Google Workspace administration, including user access and security management
- Lead CRM improvement initiatives and system enhancement projects
- Recommend and implement process improvements that increase efficiency across the organization
- Evaluate and support AI and automation opportunities within business processes
- Serve as the primary internal resource for CRM and business systems
Requirements
Dashboard Scripting Claude AI Operations Leadership Management Automation Scalability Visualforce Communication Prioritization Business Acumen Self-Motivation Problem Solving Sales Pipelines Salesforce Apex Sales Operations Microsoft Access Business Systems Google Workspace Sales Leadership Agile Methodology Zoho Office Suite Microsoft Copilot Influencing Skills Business Valuation Workflow Management Process Improvement Employee Onboarding Full Stack Development Operational Efficiency Operational Data Store Artificial Intelligence Business Transformation Training And Development Balancing (Ledger/Billing) Influencing Without Authority Customer Relationship Management Troubleshooting (Problem Solving), We are seeking a highly motivated CRM Administrator to serve as the primary owner of our CRM platform and business systems. This role will be responsible for CRM administration, reporting and analytics, user support, onboarding, process improvement, and systems optimization.
The ideal candidate will possess strong CRM administration experience, a solid understanding of sales operations, and the ability to partner with business stakeholders to improve processes and drive operational efficiency. This individual will act as the organization's subject matter expert for CRM and business systems while helping shape future automation and AI initiatives., * Experience administering CRM platforms, preferably Zoho CRM
- Salesforce Administration experience is highly transferable
- Strong understanding of sales operations, sales pipelines, and opportunity management
- Experience creating and optimizing CRM workflows and automations
- Advanced reporting and dashboard development experience
- Strong analytical and problem-solving skills
- Experience gathering requirements and implementing process improvements
- Google Workspace administration experience
- Project management experience with the ability to independently drive initiatives
- Excellent communication skills with the ability to explain technical concepts to non-technical users
- Self-starter with strong prioritization and organizational skills
Preferred Qualifications
- Zoho CRM implementation experience
- SQL and database experience
- Deluge scripting experience
- Salesforce Visualforce and/or Apex exposure
- Process automation experience
- Familiarity with AI technologies and tools such as Microsoft Copilot, ChatGPT, Claude, or similar platforms
- Apple/Mac administration experience
- QuickBooks experience
What You'll Bring
- Ability to work independently as the primary CRM and systems administrator
- Experience balancing multiple priorities in a fast-paced environment
- Strong business acumen and process-oriented thinking
- Desire to drive operational improvements through technology and automation
Why Join Us?
- High level of ownership and autonomy
- Opportunity to serve as the organization's CRM and systems expert
- Direct collaboration with executive leadership
- Ability to influence AI and automation initiatives
- Broad organizational impact across sales, operations, and business functions
- Opportunity to modernize and enhance an established CRM ecosystem
- Visible contributions within a collaborative and entrepreneurial environment, Scripting Claude AI Operations Leadership Management Automation Scalability Visualforce Communication Prioritization Business Acumen Self-Motivation Problem Solving Sales Pipelines Salesforce Apex Sales Operations Microsoft Access Business Systems Google Workspace Sales Leadership Agile Methodology Zoho Office Suite Microsoft Copilot Influencing Skills Business Valuation Workflow Management Process Improvement Employee Onboarding Full Stack Development Operational Efficiency Operational Data Store Artificial Intelligence Business Transformation Training And Development Balancing (Ledger/Billing) Influencing Without Authority Customer Relationship Management Troubleshooting (Problem Solving) +0
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