CRM Administrator Job Description

CRM Administrator Job Description

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CRM administrator provides reporting support to the Senior Systems Administrator in the creation and testing of SQL and Excel-based reporting in support of agile software development initiatives.

CRM Administrator Duties & Responsibilities

To write an effective CRM administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included CRM administrator job description templates that you can modify and use.

Sample responsibilities for this position include:

Perform system administrator function of the Salesforce.com CRM application
Maintain and enhance visual layout, workflow rules and business logic layer to streamline and enhance business processes and improve user experience
Implement and integrate third-party products / applications on the force.com platform
Work with IT and Salesforce.com and other 3rd party vendors to maintain smooth operation and performance of the platform
Coordinate and lead user acceptance tests with the business units and end users against business requirements
Prepare CRM management reports
Extract data from various electronic systems and record
Respond to adhoc queries from Senior management and account managers
Assisting Management with Power Point presentations when needed
Ensure system availability and stability by administering and maintaining applications which support firm operations

CRM Administrator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for CRM Administrator

List any licenses or certifications required by the position: ITIL, CRM, AWS, AX

Education for CRM Administrator

Typically a job would require a certain level of education.

Employers hiring for the CRM administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Education, Computer Science, Business, Marketing, Business/Administration, Information Systems, Administration, Information Technology, Technology, Engineering

Skills for CRM Administrator

Desired skills for CRM administrator include:

HTML
Excel
Supporting relevant technologies
JIRA
CRM systems
SQL
Apex/Visual force
Sales principles
Agile development practices
Applications in the Microsoft Office Suite

Desired experience for CRM administrator includes:

Demonstrated understanding of Salesforce.com platform and services including SFA, Case
Experience with a retail sales CRM and CRM database administration a must, SaleForce, Microsoft Dynamic, SalesFocus
Applicable 3rd level degree
CRM experience is an advantage, in particular Salesforce experience
Flexible and adaptable with excellent ability to work cross functionally within an organisation
Ability to positively challenge

CRM Administrator Examples

1

CRM Administrator Job Description

Job Description Example
Our company is growing rapidly and is looking for a CRM administrator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM administrator
  • Coordinate with other teams to develop system enhancements/functionality, and provide day-to-day project management for application-related initiatives
  • Develop technical solutions, integrate supporting technologies and manage the solution life cycle
  • Define & assign user rights and privileges within the database/CRM system
  • Ensure that data is accurately maintained—providing oversight and monitoring of data entry & updates and using system checks for duplicate records—and easily accessible for colleagues
  • Responsible for global changes, clean ups, system maintenance and database appending procedures
  • Identify and implement business process improvements and related system enhancements for functional use, including improving efficiencies through automated routines to perform tasks
  • Develop and provide training on core and advanced system functionality for end users, maintaining and furthering the knowledge level of staff around use of the database/CRM system
  • Oversee setup of campaigns and appeals
  • Develop queries, selections and reports useful to Federation staff
  • Works with management staff and system users to analyze complex requests for information
Qualifications for CRM administrator
  • Some experience with inventory, distribution and ecommerce
  • Experience configuring and supporting Windows as it relates to successful application installation and maintenance
  • Ability to train users and host department training on applications, including troubleshooting application administration/management and conflict resolution
  • Understanding of the relationship between separate components within business applications and processes
  • Understanding of basic bookkeeping
  • Bachelor's degree in Computer Science or related degree is required
2

CRM Administrator Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of CRM administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for CRM administrator
  • Perform weekly reviews of opportunity pipeline data to ensure data quality and align opportunities with revenue forecasts
  • Work with senior analysts and user community to coordinate required system updates
  • Drive training and ongoing education on CRM tool usage to support the overall organization’s goal to increase user adoption of the system
  • Liaise with Consulting Ops leaders and Sales Ops team to troubleshoot issues and ensure the smooth functioning of the system
  • Maintain library of supporting user documentation, cheat sheets, and PowerPoint presentations
  • Send out weekly reports to the PL community regarding the status of their opportunities
  • Provide operations reports with proactive analysis as required
  • Work with Operations senior analyst on data cleansing activities and outreach as required for special projects
  • Deliver rapid resolution to business challenges and technical issues
  • CRM user support and training, face to face and via Skype
Qualifications for CRM administrator
  • Experience supporting CRM, preferably Sage Products
  • Experience in application implementation including design, build, test, and deployment
  • Extensive skill and ability in version management and issue tracking software to document all changes
  • Extensive experience analyzing and documenting different system flows, process flows and work flows
  • Ability to read Apex and/or Visualforce code
  • Must be able to learn and adapt to various software systems
3

CRM Administrator Job Description

Job Description Example
Our innovative and growing company is hiring for a CRM administrator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CRM administrator
  • Developing user training materials
  • Data governance and accuracy
  • Day to day management of CRM database
  • Keeping user guides and best practice documentation up to date
  • Work closely with and support all business units across the UK with CRM activity and usage
  • Develop easy to use support tools
  • Work with system users and business teams to improve CRM training and guidance to ensure compliance, consistency and validity of data and reporting
  • Other tasks as appropriate to the role
  • Management of the organizational modeling, data setup and the general systems administration
  • Second level Support Management*, using Remedy to communicate with other resolving agencies
Qualifications for CRM administrator
  • Must be able to generate and explain detailed reports, guidelines and procedures
  • Must be able to analyze and resolve non-routine business issues using independent judgement
  • Must be able to routinely make decisions that may affect immediate marketing operations and have a divisional effect
  • 2-10 years in an I.S., technical support or sales support
  • Advanced computer skills (Salesforce.com, Cloud-based applications, database, Business intelligence, Microsoft Office)
  • Assoc., B.B.A
4

CRM Administrator Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of CRM administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for CRM administrator
  • Ensure production & distributing of ad hoc listings from CRM and / or BI systems
  • Training management, ensuring up-to-date training is given appropriately to end users and to any new Veeva Administrators
  • First point of contact for any questions in the LOC about CRM and related data
  • Role of local CRM ambassador in the central workgroups around Veeva and QlikView
  • Understand and communicate regulatory and compliance risks to leveraging CRM solutions to meet business objectives
  • Organize and support HCPs’ PII consents keeping and handling with cooperation of Legal team
  • Ensure relevant local SOP documentation (especially Sample Management, if relevant) is updated
  • Backup temporarily the other Veeva Administrators in CIS Cluster if the case of absence
  • Primary responsibilities​ will be operations and maintenance of the Dynamics CRM infrastructure
  • Secondary responsibilities​ would be to serve as ITSO’s SME for CRM development projects, similar to the way SharePoint engineers perform some SCA work with SharePoint content for ITSO
Qualifications for CRM administrator
  • Salesforce.com Communities experience on a large scale, Agile/Scrum methodologies
  • Three to five years’ experience in working with a variety of business applications, including accounting, reporting, expense tracking, CRM and ERP applications and processes, preferably Sage 100
  • Familiar with ERD’s and client-server applications
  • Certification or prior certification as Salesforce.com administrator preferred
  • 3-5 years experience administering a robust relational database, CRM system or other related business application, preferably in a nonprofit fundraising environment
  • Understanding of and proficiency with database architecture, logic and usage for constituent management (certification as a database administrator preferred)
5

CRM Administrator Job Description

Job Description Example
Our company is looking for a CRM administrator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CRM administrator
  • The goal of the CRM Engineer is to provide high quality technical support reactively and proactively to a designated set of strategic CDC customers
  • This role will require you to accumulate, maintain, and demonstrate technical knowledge of Microsoft Dynamics CRM and related Microsoft products as the position is a part of the Enterprise SharePoint team at CDC
  • Lead efforts under direction of CRM Director to develop optimum customer acquisition, engagement and retention strategies
  • Provides application users with applicable and appropriate technical support including, but not limited to, application training and logging and tracking identified system problems through resolution
  • Works with business area management, business analysts, application users, developers and core development team to create, document and prioritize business requirements from multiple business areas into a uniform sales process
  • Supports testing process, including developing a test plan library, updating test plans and coordinating User Acceptance Testing with system users including data validation and reports
  • Creates and maintains training and help related materials on processes, policies, and application configuration for users as applications are developed
  • Participates in the development of detailed project plans, schedules, and status reports and provides updates to business leadership
  • Assists with strategic planning & analysis, creating and managing project workflow, data validation, and triggers
  • Perform system administrator function of the CRM application (COMET)
Qualifications for CRM administrator
  • Will operate a PC and be required to sit for long periods of time
  • Minimum 1-2 years’ business experience, preferably working with systems and data
  • Ability to learn quickly/self-motivated to figure things out
  • Creative, takes initiative, highly enthusiastic
  • Highly organized individual with strong attention to detail
  • Consulting Operations, Sales Operations or Marketing Operations preferred

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