Senior CRM Administrator

Job Description:

Essential functions and responsibilities:

• Serve as the primary administrative contact for the sales CRM platform to all users across the organization by completing setup for new users, answering questions, conducting training sessions, creating user documentation and other related tasks as requested.
• Maintain the CRM system including updates, enhancements, building reports, managing dashboards, workflows, and security.
• Review and analyze the pipeline movement of leads and opportunities to identify effectiveness and efficiency of current procedures and sales CRM rules and framework.
• Meet with with the sales and operational leaders across the organization regularly to ensure the proper maintenance of their sales pipelines in the CRM platform.
• Monitor end-user usage of the sales CRM systems and perform daily/weekly/monthly administrative and user support tasks to ensure a clean database of information.
• Work to ensure data integrity of the sales CRM platform for optimal use by the sales, and lead generation, marketing, and operations teams.
• Identify automation and process improvement ideas, (either leveraging existing tools and platforms in place, or seeking out tools that can be integrated into our existing tech stack), for the sales support process and work with internal resources as needed to design the solution and see them through implementation.
• Design, develop, publish, and maintain reports/dashboards as requested in order to provide key sales related information needed to make informed business decisions coordinating with other QBSS team members as needed to accomplish this.
• Deliver ‘ad hoc’ reports for key stakeholders, as requested
• Maintain process documentation related to all standard processes and reporting.
• Leverage ZoomInfo/LinkedIn Sales Navigator/Cause IQ and other identified resources or tools, to help the sales team identify missing information, create a fresh list for prospecting efforts, or support the marketing teams in analyzing and identifying leads in the sales CRM to be included in the execution of marketing campaigns.
• Address all sales CRM platform related requests or questions from key stakeholders and end users.

Supervisory responsibilities:

You will manage and oversee the work of the CRM Business Analyst ensuring they complete their work with the highest quality and timeliness to ensure the integrity of the CRM platform data and internal customer satisfaction.

Knowledge and Skills:

• A process–oriented, task-oriented candidate who pays close attention to details, and displays analytical thinking skills.
• Excellent verbal and written communication skills
• Self-motivated with a proven ability to work independently without the need for constant supervision in completing tasks and meeting expectations
• Proven ability to complete given tasks within the TAT meeting while also meeting quality standards
• Proficiency in Excel and computer skills
• Experience with HubSpot CRM
• Understanding of US market and industry trends
• Analytical mindset with previous experience in data management and analysis, including an understanding of the importance of data quality and accuracy to the sales and marketing processes

Other Prerequisites: Required to work in fixed US shift timings (05:30 pm IST to 02:30 am IST) .

Working Conditions and Environment: Employee must be willing, and able, to work from home.