CRM Administrator job description
A CRM Administrator is a professional responsible for managing and customizing the Customer Relationship Management (CRM) platform to meet the organization’s needs, ensuring optimal performance and utilization, and supporting users in leveraging the system effectively.
Use this CRM Administrator job description template to advertise open roles for your company. Be sure to modify requirements and duties based on the unique needs of the role you’re hiring for.
What is a CRM Administrator?
A CRM Administrator is a tech-savvy professional who manages and customizes the CRM system to align with the organization’s objectives. They ensure the system functions smoothly, meets user needs, and supports business processes effectively.
What does a CRM Administrator do?
A CRM Administrator oversees the CRM system’s functionality, customizes it to fit the company’s needs, manages user access, creates reports and dashboards, and provides technical support. They play a critical role in optimizing the CRM’s performance and ensuring its effective utilization across the organization.
CRM Administrator responsibilities include:
- Providing system administration support, especially related to user permissions, custom objects, and workflows.
- Creating and managing complex workflow rules, data validation, and approval processes.
- Analyzing data to provide insights into operation and productivity.
- Coordinating and supporting integrations with third-party applications.
Job brief
We’re looking for a highly organized and collaborative CRM Administrator to join our Revenue Operations Team.
As a CRM Administrator, you will manage and enhance our CRM system’s functionality, work closely with various team members to understand business needs, and implement solutions. Your role is vital in maintaining system integrity, enhancing user experience, and ensuring the delivery of key insights to drive business decisions.
If you thrive in a fast-paced environment and are passionate about improving operations through technology, we’d love to hear from you.
Responsibilities
- Understand the commercial operation, challenges, and objectives of each team; improve their operation through CRM administration and consultation.
- Provide system administration support for the CRM, focusing on user permissions, custom objects, workflows, and profiles.
- Create, manage, and optimize complex workflow rules, data validation, and approval processes.
- Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
- Analyze data to provide insights into team operation, effectiveness, and productivity.
- Work closely with other team members to capture business requirements and implement CRM solutions.
- Coordinate and support integrations with third-party apps, plugins, and tools.
- Support daily troubleshooting, bug fixing, user adoption, training, and documentation.
- Identify and resolve data anomalies, maintaining high data integrity.
Requirements and skills
- 2+ years of CRM Administration experience (e.g., Salesforce, Microsoft Dynamics).
- Experience working directly with sales teams and implementing their requirements in the CRM system.
- Ability to administer and configure a CRM system (custom objects, workflows, permissions, etc.).
- Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
- Strong communication, collaboration, and problem-solving skills.
- Bonus points for Salesforce.com certification, experience with SOQL/Workbench, or familiarity with integrated tools such as Outreach, Hubspot, or Netsuite.
- Fluency in English, diligence, enthusiasm, and an interest in marketing strategy, content marketing, SEO, HR, recruiting, and tech.
- This is a 6-month position with the possibility of an extension.
Frequently asked questions
- What does a CRM Administrator do?
- A CRM Administrator manages and customizes the CRM system to support and enhance business processes and user needs.
- What are the duties and responsibilities of a CRM Administrator?
- Duties include managing user permissions, creating workflow rules, analyzing data, coordinating integrations, and ensuring data integrity.
- What makes a good CRM Administrator?
- A good CRM Administrator is technically skilled, understands business processes, communicates effectively, and is detail-oriented and problem-solving.
- Who does a CRM Administrator work with?
- They work with the Revenue Operations Team, business leaders, sales teams, and occasionally external partners and vendors to ensure the CRM meets the organization's needs.