Role and Responsibilities
- Understand the commercial operation, challenges, and objectives of each team; improve their operation through CRM administration and consultation.
- Ensure high levels of data quality and process consistency in sales and marketing systems
- Provide system administration support for the CRM, focusing on user permissions, custom objects, workflows, and profiles.
- Create, manage, and optimize complex workflow rules, data validation, and approval processes.
- Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
- Analyze sales data, take action, and measure impact to support decision-making
- Analyze data to provide insights into team operation, effectiveness, and productivity.
- Work closely with other team members to capture business requirements and implement CRM solutions.
- Coordinate and support integrations with third-party apps, plugins, and tools.
- Support troubleshooting, bug fixing, user adoption, training, and documentation.
- Identify and resolve data anomalies, maintaining high data integrity.
- Manage the overall sales tech stack, including Salesforce, Hubspot and other sales tools
Professional Qualifications
- Experience working directly with sales teams and implementing their requirements in the CRM system.
- Proven experience in sales operations, business analysis, or sales support management
- Strong organizational skills with the ability to manage multiple projects and deadlines
- Excellent interpersonal skills for cross-functional and international collaboration
- Experience with sales tech stack management, particularly Salesforce & Hubspot
- Demonstrated leadership in managing and motivating teams
- Ability to administer and configure a CRM system (custom objects, workflows, permissions, etc.).
- Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
- Strong communication, collaboration, and problem-solving skills.