CRM Executive

CRM system building and implementation:

Improve CRM design by exploring and implementing new features.
Create clear, structured reports and dashboards that align with business goals.
Automate CRM processes to reduce manual tasks.
Set up workflows to capture data accurately and securely.

Responsible for preparing user training material and guidelines:

Maintain clear and accessible configuration documentation.
Provide support and guidance to colleagues and customers using the CRM, including assisting the training team.

CRM Service escalation support for end- users:

Troubleshoot user and software errors that disrupt efficient interaction between people and the system.
Meet with teams to analyze business trends.
Collaborate with team members to address significant issues.

Data analysis support:

Monitor daily data feed, and verify the accuracy of customer data.

Document case resolutions for knowledge sharing.
Ensure consistent use of the CRM system and compliance with sales processes.
Maintain CRM data integrity with attention to detail.
Work independently while being reliable and team- oriented.
Communicate changes to the platform and processes.
Knowledge of SQL, databases, and APIs for CRM data governance, including:
Reporting
User access rights
Data structures
Data audits
Data standards
Think critically and provide data- driven recommendations.
Basic English communication skills.
Exhibit patience with difficult user cases.
Experience with HubSpot, Creatio, or similar marketing automation systems is a plus.

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Cập nhật gần nhất lúc: 2024-10-22 00:15:02