Software Product Executive (CRM system)

CRM system building and implementation.

Enable CRM workflow automation and minimize basic transactional tasks.
Drive CRM configuration design innovation by exploring, understanding, explaining, and implementing the CRM functional potential.
Understand business dynamics and set- up insightful and structured reporting dashboards within the CRM functionalities in alignment with the management guidelines.
Establish workflows for data capture while always ensuring data integrity.

Responsible for preparing user training material and guidelines.

Ensure clear and referenceable configuration documentation.
Provide support & guidance to colleagues and customers that use the CRM software, including support to the training team.

CRM Service escalation support for end- users

Work with team members to solve the big impact issues.
Troubleshooting user or software errors that inhibit the efficiency of the interaction between people and technology in deeply technical issues.
Meeting with teams to help them analyze business trends.

Data analysis support.

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

Must be able to work independently and be team- oriented, reliable, and dependable.
Create documentation on case resolution in order to facilitate knowledge sharing with team members.
Drive consistent usage of CRM system and adherence to sales processes.
Lead communication for platform and process changes.
Attention to detail, to manage the integrity of the CRM data.
Knowledge of SQL/ Database/ API to
"Oversee CRM data governance” which will include:

- User access rights
- Reporting
- Data audit
- Data structures
- Data standards

Patience when handling difficult user cases.
Basic English communication skills. (TOEIC 500, WSE level 9/20 or equivalent English levels)
Experience with HubSpot/ Creatio or similar marketing automation system is plus.
Ability to think critically, identify solutions and deliver recommendations based on data and analysis.

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Cập nhật gần nhất lúc: 2024-08-28 09:40:03