CRM - Configuration Manger

Job Overview :

We are seeking a skilled and detail-oriented CRM Configuration Manager to join our team. In this role, you will be responsible for the configuration, optimization, and integration of the company’s CRM system. You will work closely with various departments to understand business needs and translate them into effective CRM configurations. Your work will ensure that the CRM system supports our customer relationship strategies and enhances productivity across sales, marketing, and support teams.

Key Responsibilities :

• CRM System Configuration :

  • Manage and configure CRM software (e.g., Salesforce, HubSpot, Microsoft Dynamics) to align with business processes and objectives.
  • Customize CRM modules, dashboards, and reports to meet business requirements.
  • Configure user roles, permissions, and security settings.

• Integration and Data Management :

  • Integrate the CRM with other business systems (ERP, marketing automation, customer support tools, etc.).
  • Ensure smooth data migration between systems and maintain data integrity.
  • Oversee the automation of business processes, such as lead management, follow-up tasks, and customer service workflows.

• Support and Troubleshooting :

  • Provide ongoing support and troubleshooting for CRM users.
  • Resolve system issues, escalations, and data discrepancies.
  • Monitor system performance, and conduct system audits to ensure optimal functioning.

• Collaboration :

  • Work closely with cross-functional teams (sales, marketing, IT, customer service) to understand needs and customize CRM features accordingly.
  • Provide training and support to end-users to ensure effective use of the CRM system.

• Continuous Improvement :

  • Identify opportunities for process improvements and CRM enhancements.
  • Stay updated on the latest CRM technologies, tools, and best practices to keep the system competitive and efficient.

• Documentation :

  • Maintain comprehensive documentation of CRM configurations, processes, and workflows.
  • Develop user guides and training materials for the CRM platform.

Skills & Qualifications :

• Experience :

  • Proven experience as a CRM Configuration Manager, Administrator, or in a similar role.
  • In-depth experience with CRM platforms such as Salesforce, Microsoft Dynamics, HubSpot, etc.
  • Experience in system integration, automation, and data management.

• Technical Skills :

  • Strong understanding of CRM configuration, workflows, automation, and reporting.
  • Familiarity with programming/scripting languages (e.g., Apex for Salesforce, JavaScript, SQL) is a plus.
  • Proficient in data migration, ETL processes, and API integrations.

• Communication & Collaboration :

  • Strong communication and interpersonal skills to work with technical and non-technical teams.
  • Ability to gather requirements, deliver presentations, and train users.

• Problem-Solving :

  • Strong troubleshooting and problem-solving skills.
  • Ability to identify issues, analyze root causes, and implement solutions.

• Education :

  • Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field (or equivalent experience).

• Certifications (Optional but Preferred):

  • Salesforce Certified Administrator (Salesforce)
  • Microsoft Certified: Dynamics 365 Fundamentals
  • HubSpot CRM Certification