CRM Account Administrator

CRM Account Administrator

• To Ensure that all Business users are given full professional support in the use of Ideal CRM (approx 500 UK users) including
o First line telephone & on-line support for business users
o Providing one to one and group coaching / training
o Managing user accounts / role access
• To provide report writing when required
• Administer the Ideal CRM system to ensure data quality & optimum usage in-line with best practice
• Managing data quality and in particular via exception reports
• Writing and developing reports on user requests
• Documenting user change & development requests
• Liaising with the wider support team inc MDM / IT / Superusers

PERSON SPEC

• Strong customer liaison skills with the ability to build strong working relationships
• A ‘can-do’ and ‘will-do’ attitude with the desire & motivation to accomplish tasks correctly first time
• Use their own initiative and be autonomous when the need arises to manage their own workload
• Aptitude for creating new ideas and concepts
• Organised, methodical and meticulous in the detail
• Take pride in their work and strives for greatness
• Demonstrate an approachable and flexible attitude
• Performs well under pressure & thrives on challenges
• Be an effective team member
• An ability & willingness to learn new concepts and put these to practical use

ESSENTIAL

• Advanced knowledge of Ideal CRM on demand (or alternatively similar experience of another CRM system and ability to learn a different CRM tool)
• Advanced knowledge of Microsoft systems to include Word, Excel, PowerPoint and Outlook preferred
• Excellent communication skills (via e mail / phone / group training / one to one)
• Proficient team player
• Experience at operating to deadlines under tight time scales & pressurised environments
• Ability to demonstrate composure & self confidence in pressurised situations
• Educated to 'A' level standard and possess GCSE level Maths & English Language.
• Influence the behaviour of others and promote/communicate new ideas & concepts

DESIRABLE

• Relevant technical experience