Customer Relationship Management Administrator

Company Description

ithoughtconnect is committed to investor education, enhancing awareness through social media platforms and hands-on workshops in multiple languages. Founded by Shyam Sekhar, ithoughtconnect manages brands like Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends. With a deep commitment to improving financial literacy, ithoughtconnect aims to support investors in achieving significant financial milestones. The company is based in Chennai, Tamil Nadu, India.

Job Overview:

CRM Administrator

Key Responsibilities:

System Administration

• Maintain and update the CRM system to ensure performance, reliability, and uptime.
• Conduct regular audits, data clean-up, and deduplication processes.
• Manage and support integrations with other business applications.

Customization & Reporting

• Configure custom fields, workflows, dashboards, and reports tailored to user and business needs.
• Develop and maintain automated processes to enhance team productivity and system efficiency.

User Management & Support

• Set up and manage user accounts, roles, and access permissions.
• Provide ongoing support, troubleshooting, and training to CRM users.
• Serve as the first point of contact for CRM-related issues and requests.

Collaboration & Continuous Improvement

• Collect user feedback to inform and implement CRM system improvements.
• Work closely with sales, marketing, customer service, and IT teams to align CRM capabilities with business requirements.

Documentation & Compliance

• Maintain accurate and up-to-date CRM system documentation.
• Ensure data backups are conducted regularly and systems comply with data protection and privacy regulations.

Qualifications:

• Bachelor’s degree in Information Technology, Business, or a related field (preferred).
• Minimum of 2 years of experience in CRM administration (Salesforce, Microsoft Dynamics, HubSpot, or similar platforms).
• Strong knowledge of CRM data models, reporting tools, and workflow automation.
• Demonstrated ability to support business teams and deliver effective user training.
• Excellent problem-solving, analytical, and communication skills.

High attention to detail with a commitment to data quality and accuracy.