6 Crm Administration Jobs

We are looking for a detail-oriented and technically skilled CRM Specialist to join our dynamic team and assist in managing and creating a CRM system for our company. Responsibilities: - Understanding the commercial operation, objectives, and daily work of each team to enhance productivity through CRM administration. - Providing system administration support, particularly in user permissions, custom objects, and workflows. - Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes. - Developing and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards. - Analyzing data to offer insights into team operation, effectiveness, and productivity. - Collaborating with other teams to 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 while upholding 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: - Bachelor's Degree - 5+ years of CRM Administration experience, preferably with Salesforce - Demonstrated ability to administer and configure CRM systems, including custom objects, flows, validation rules, and permissions. - Proficiency in automating business processes, creating reports and dashboards, and conducting data analysis. - Experience collaborating directly with commercial, financial, and data teams. - Strong communication and collaboration skills. This is a full-time position that requires working in person. Education: Bachelor's degree (Required),

As a skilled and detail-oriented Salesforce Administrator, you will be responsible for working closely with cross-functional teams to ensure the efficient design, implementation, and maintenance of Salesforce solutions that drive business success. Your key responsibilities will include serving as the primary system administrator for the Salesforce environment, handling basic administrative functions such as user account maintenance, reports, dashboards, workflows, and managing Salesforce security. Additionally, you will be required to create and maintain documentation on processes, policies, application configuration, and provide internal Salesforce training to users. Collaborating with various departments to understand business needs, customizing Salesforce to improve user experience and business efficiency, implementing new Salesforce features and functionality, and identifying and resolving technical issues will also be part of your role. It is essential to ensure data integrity and quality through regular system audits and data cleansing. To qualify for this role, you should hold a Bachelor's degree in Computer Science, Business, or a related field (or equivalent experience), along with a Salesforce Administrator Certification. A minimum of 3 years of experience as a Salesforce administrator or in a similar CRM administration role is required. You should have a strong understanding of the Salesforce platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity. Experience with Salesforce Lightning Experience, strong data management abilities, excellent problem-solving skills, attention to detail, and strong communication and interpersonal skills are also essential for this position. Preferred skills include experience with Salesforce integrations, familiarity with Salesforce development tools like Apex and Visualforce, experience with tools such as Data Loader, Salesforce Inspector, and knowledge of Agile/Scrum methodology.,

You will be joining Smith + Howard as a HubSpot CRM Administrator, responsible for managing and optimizing the HubSpot CRM system. Smith + Howard, founded by Jim Howard and Joe Smith, is dedicated to providing tax, accounting, and advisory solutions to clients globally, with a focus on empowering businesses and individuals to achieve their financial goals. In Bengaluru, Smith + Howard Advisory LLC is leading innovation in the accounting industry by integrating CRM platforms and ensuring data integrity. Your main responsibilities will include serving as the primary administrator for HubSpot, configuring and customizing modules, managing user roles and permissions, and ensuring data quality through governance policies and data cleansing. You will also design and implement automated workflows, create custom properties, pipelines, reports, and dashboards, and maintain email sequences and automation rules for marketing campaigns. Additionally, you will build and manage dashboards, reports, and data visualizations to provide insights on sales performance, lead conversion, and customer engagement. You will provide technical support, conduct training sessions, and stay updated on HubSpot updates and best practices. Furthermore, you will support the consolidation of three separate CRM systems into HubSpot, working with internal stakeholders and external vendors to define integration requirements and migration strategies. To qualify for this role, you should have 3-6 years of experience in HubSpot CRM or a similar CRM administration role, proficiency in CRM data management and analytics, strong analytical and problem-solving skills, and excellent communication and interpersonal skills. Preferred skills include HubSpot certifications, a bachelor's degree in a related field, and familiarity with customer journey mapping and sales process optimization. This position is located in Bengaluru, with in-office work as per company policy, and requires flexibility to collaborate with global teams. By joining Smith + Howard, you will have the opportunity to work in a dynamic, fast-growing company with a strong CRM strategy, shape sales and marketing processes, work on cutting-edge CRM projects, and access career growth opportunities with learning and development support.,

As a HubSpot CRM Administrator at Smith + Howard, you will be responsible for managing and optimizing our HubSpot CRM system. Your role will involve integrating and consolidating three separate CRM platforms into a unified system, ensuring data integrity, and working closely with cross-functional teams to achieve a seamless transition. Your proactive and analytical approach will be crucial in supporting business teams with actionable insights and process improvements. Key Responsibilities: CRM Administration & Management: - Serve as the primary administrator for HubSpot, ensuring optimal performance and user adoption. - Customize HubSpot modules to align with organizational needs. - Manage user roles, permissions, and access controls to maintain security and workflows. - Implement governance policies to maintain data quality. Automation & Workflow Optimization: - Design and implement automated workflows to streamline operations. - Create custom properties, pipelines, workflows, reports, and dashboards. - Develop email sequences, templates, and automation rules for marketing campaigns. Reporting & Analytics: - Build dashboards and reports to provide insights on sales performance and customer engagement. - Monitor key performance indicators and recommend improvements. - Conduct audits of CRM data and processes for optimization. User Support & Training: - Provide technical support and training for HubSpot users. - Stay updated on best practices and emerging CRM trends. Integration & Migration: - Support the consolidation of CRM systems into HubSpot with minimal disruption. - Work with stakeholders to define integration requirements and migration strategies. - Develop testing plans for migrated data to ensure a smooth transition. Qualifications & Experience: - 3-6 years of experience in HubSpot CRM or similar CRM administration. - Proficiency in CRM data management and segmentation. - Strong analytical and problem-solving skills. - Excellent communication and interpersonal skills. Preferred Skills: - HubSpot certifications. - Bachelor's degree in Business, Marketing, or Information Technology. - Familiarity with customer journey mapping and sales process optimization. Location & Work Mode: - Location: Bengaluru (In-office). - Working Hours: Flexible to collaborate with global teams. Join us at Smith + Howard for the opportunity to work in a dynamic company with a strong CRM strategy, shape sales and marketing processes, and work on cutting-edge automation projects with growth opportunities and learning support.,

As a Renewal Opportunity Administrator, you will be responsible for overseeing and optimizing the renewal process to ensure data accuracy, efficiency, and compliance with internal policies. Your role is crucial in maintaining the integrity of renewal records, tracking opportunities, and enhancing the workflow for renewals management. Working closely with cross-functional teams, including Sales, Finance, and the BizzApps team, you will address data inconsistencies and improve automation in renewal tracking and reporting. Your key responsibilities will include monitoring and validating renewal opportunities to ensure completeness, accuracy, and alignment with company policies. You will track missing or incomplete renewal records, conduct routine audits to resolve discrepancies, and ensure that renewal opportunities reflect the correct contract terms, ASV, Quota Amount, and subscription details for accurate forecasting and reporting. In addition, you will be responsible for verifying the previous year's closed Annual Subscription Value (ASV) against renewal quota amounts to maintain financial accuracy and support Sales and Finance teams with renewal quota validation. You will also identify and correct any missing or incomplete renewal records for closed transactions to ensure compliance with internal standards. Collaboration with the BizzApps team and other stakeholders will be essential to resolve data inconsistencies and improve the renewal process. You will develop and implement a standardized workflow for renewal opportunity creation, validation, and tracking, while generating reports and providing insights on renewal trends, data quality, and potential process improvements. To qualify for this role, you should have a Bachelor's degree in Business Administration, Finance, Data Management, or a related field, along with 2-4 years of experience in Sales Operations, Renewals Management, or CRM Administration. Strong analytical skills, attention to detail, problem-solving ability, proficiency in CRM tools (e.g., Salesforce), and excellent communication and collaboration skills are essential. Experience in SaaS or recurring revenue business models, familiarity with automation and workflow optimization in CRM systems, and understanding of sales forecasting and renewal metrics are preferred qualifications.,

Dear Candidates, Greetings..!! Responsibilities: CRM system support, upgrades, and user management Data integrity, reporting, and dashboard creation (Power BI preferred) Integration with business applications, automation of CRM processes Collaborate with business teams to gather and translate requirements Provide training and maintain system documentation Skills Required: Salesforce / Dynamics 365 / CRM Nxt Power BI / Data Analytics API, CRM Integrations, and Automation tools Excellent communication and stakeholder management