Jnr CRM and Reporting Administrator

The CRM & Reporting Administrator is responsible for managing the Customer Relationship Management (CRM) system on a day-to-day basis. The candidate will be process-orientated, pay close attention to details, and have analytical thinking skills. Additionally, this role will require in-depth knowledge of internal sales, marketing, and business processes. Key Performance Areas: · Policing of company data, which is entered by a number of CRM users. · Ensuring data is correct across all departments of the business. · Identifying & correcting errors made by system users. · Communicating errors made by users in a friendly, helpful manner. · Checking to ensure that all opportunities are up to date, in real time. · Ensuring all data fields are populated correctly at all times. · Reporting improper system usage to senior management. · Providing central point of contact for all change requests & system alterations. · Creating or updating training manuals, policies, and procedures. · Working with senior management to ensure key functionalities are understood. · Enforcing new user adoption by monitoring login history. · Design, develop, test, and implement new processes, such as lead management, campaign management, surveying, internal workflows, etc. · Providing user help-desk support for all system users - Troubleshooting, identifying problems and working with I/T to resolve or escalating to I/T if needed. · Technical issues and work with Users to provide proper training. · Building custom reports and dashboards specific to job functions. · Maintaining control of access rights, security settings, and user privileges. · Preventing unauthorized access from ex-employees via de-provisioning. · Generating detailed process maps for sales, marketing, and business workflows. · Assist in developing a client data management strategy and collection plan. · Importing and exporting of data as required to synchronize back-end systems. · Working with I/T to manage project implementation and back-end integration. · Working with management, strategic planning & analysis staff, and end-users to create and manage complex workflow rules, data validation, and triggers. · Providing Support Support to sales and marketing and prioritization of projects feedback to owners · Insights on the functionalities and additional ways to improve the overall deliverables. · Supporting function to the CRM team and CRM lead ensuring seamless delivery against deadlines · Efficiently & accurately creating segmentation for marketing upselling and cross-selling. · Work closely with the CRM offshore team to manage the day-to-day case workload. · Flexibility in working hours required from the role. · Ad hoc listings from CRM/ Power BI Reports · Must have attention to detail · CRM system experience advantageous · Power BI Reports advantageous · Best suited for an analytical person · Be efficient in Excel and other Word programmes

Location: Durban, KwaZulu-Natal, ZA

Posted Date: 7/2/2025