Salesforce CRM System Manager
hace 1 semana
Role Overview
The Salesforce CRM Administrator plays a crucial role in managing and developing our Salesforce CRM platform to enhance business development and marketing operations. This position is responsible for managing existing client relationships and supporting new clients in line with our business strategy.
Key Responsibilities
- Manage pipeline data to ensure accuracy and relevance through regular reporting checks and analysis.
- Oversee the cleansing of contact data and undertake data upload activities to ensure accurate data structure and integrity within the system.
- Develop and maintain price books, produce regular reporting for Business Development, Customer Success teams, Finance, and Senior Management, and provide self-service reporting where appropriate.
- Be the go-to CRM and CPQ person within the business, training colleagues to use our CRM system effectively and ensuring they are correctly entering data into the CRM and there are appropriate system controls and processes.
- Manage user guides and processes to support the effective use of our CRM and CPQ system.
- Manage system license allocations, access, and permissions, monitoring user usage and license costs against budget.
- Ensure the database is segmented effectively for targeted business development, marketing, and reporting activities.
- Manage and develop our data quality framework to improve data accuracy.
- Lead or be an active member on CRM integration, migration, and automation projects to enhance our CRM capability.
Requirements
- An experienced Salesforce CRM Administrator who has previously worked for a global SaaS business.
- Experienced user and administrator of Salesforce CPQ.
- Implementation of Salesforce CPQ and best practice processes with a good understanding of how effective use of a CRM and CPQ system can support business growth.
- Experience or awareness of other third-party platforms that will support with lead generation, relationship intelligence, CRM data automation, and customer insights such as HubSpot, Freshdesk, Gainsight, Gong, etc.
- A track record in overseeing Salesforce CRM/CPQ related integrations, migrations, and automations.
- Attention to detail, with the ability to work with large amounts of records, identifying issues, and resolutions to manage data integrity.
- Well-organized and effective time management skills to prioritize and manage multiple tasks at once to meet tight deadlines.
- Project management experience would be advantageous.
- Excellent interpersonal and communication skills (written and verbal) with the ability to work closely and effectively with a diverse group of people and to establish and maintain effective and productive working relationships.
- Competencies in team dynamics by leading and motivating to obtain desired results.
- A high-level understanding of data regulation such as GDPR.
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