CRM - Configuration Manger

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