Job Summary:
The Admin CRM Executive is responsible for managing and optimizing the Customer Relationship Management (CRM) system and providing administrative support to ensure seamless operations. This role involves data entry, system maintenance, report generation, and assisting with customer service and communication.
Key Responsibilities:
CRM System Management:
- Maintain and update CRM system data to ensure accuracy and completeness.
- Customize and configure CRM functionalities to meet business needs.
- Monitor system performance and resolve any technical issues or errors.
Data Entry and Management:
- Input and update customer information and interactions in the CRM system.
- Ensure data integrity by conducting regular data audits and cleaning.
- Generate and analyze reports to provide insights into customer trends and behaviors.
Administrative Support:
- Provide administrative assistance to the CRM team and other departments as needed.
- Schedule and coordinate meetings, events, and training sessions related to CRM activities.
- Prepare and distribute documentation, including reports and presentations.
Customer Support:
- Assist with customer inquiries and provide support related to CRM system use.
- Coordinate with the customer service team to address and resolve customer issues.
- Develop and maintain a knowledge base for frequently asked questions and common issues.
System Enhancement:
- Collaborate with IT and CRM vendors to implement system upgrades and new features.
- Collect and analyze user feedback to identify areas for improvement.
- Develop and deliver training sessions for staff on CRM best practices and updates.
Compliance and Security:
- Ensure compliance with data protection regulations and company policies.
- Implement and monitor security measures to protect sensitive customer information.
- Conduct regular reviews to ensure adherence to CRM data standards.