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CRM Specialist job description

A CRM Specialist is a tech-savvy professional responsible for optimizing and maintaining the Customer Relationship Management system to enhance business operations, improve customer relations, and drive sales and marketing strategies.

Alexandros Pantelakis
Alexandros Pantelakis

HR content specialist at Workable, delivering in-depth, data-driven articles to offer insights into industry and tech trends.

Use this CRM Specialist 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 Specialist?

A CRM Specialist is a professional who specializes in managing and optimizing a company’s CRM system. Their role is crucial for ensuring the CRM platform is tailored to the organization’s needs, enhancing user experience, and leveraging the system to support business goals. They focus on streamlining processes, maintaining data integrity, and enabling teams to work more efficiently.

What does a CRM Specialist do?

A CRM Specialist administers and configures the CRM system to meet the specific needs of an organization. They work closely with various teams to understand their requirements and implement solutions within the CRM platform. Their duties include managing user access, customizing the system with objects and workflows, creating reports and dashboards, and ensuring the system integrates seamlessly with other tools. They play a vital role in driving effective customer relationship strategies and business operations.

CRM Specialist responsibilities include:

  • Providing system administration support for CRM systems, particularly related to user permissions, custom objects, and workflows.
  • Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes.
  • Analyzing data and creating reports for insights into team operations and productivity.
  • Coordinating and supporting integrations with third-party applications.

Job brief

We’re seeking a detail-oriented and technically skilled CRM Specialist to join our dynamic team.

In this crucial role, you’ll be responsible for administering and optimizing our CRM system to support our fast-growing commercial environment.

Your expertise will ensure our core systems are reliable, accurate, and tailored to day-to-day user needs while delivering key insights to leadership.

If you’re passionate about CRM systems, thrive in a collaborative setting, and are ready to drive change in a fast-paced environment, we’d love to hear from you.


  • Understanding the commercial operation, challenges, objectives, and daily work of each team; improving their operation and productivity through CRM administration.
  • Providing system administration support, especially related to user permissions, custom objects, and workflows.
  • Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes.
  • Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
  • Analyzing data to provide insights into the operation, effectiveness, and productivity of each team.
  • Working closely with other teams to capture and identify business requirements for CRM implementation.
  • Coordinating and supporting integrations with third-party apps, plugins, and tools.
  • Assisting in identifying and resolving data anomalies and errors; maintaining a high level of data integrity.
  • Supporting the team in daily troubleshooting, bug fixing, and end-user support.
  • Creating and maintaining documentation on processes, policies, application configuration, and help-related materials.

Requirements and skills

  • Bachelor’s Degree with a solid analytical and technical background.
  • 2+ years of CRM Administration experience, e.g., Salesforce, Microsoft Dynamics.
  • Proven ability to administer and configure CRM systems, including custom objects, flows, validation rules, and permissions.
  • Familiarity with automating business processes, report and dashboard creation, and data analysis.
  • Experience working directly with commercial, financial, and data teams.
  • Strong communication and collaboration skills.
  • Bonus points for experience in specific CRM platforms like, knowledge of SOQL/Workbench, and familiarity with integrated tools such as Outreach, Hubspot.

Frequently asked questions

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