Position Description – CRM Administrator:

The CRM Administrator manages company’s CRM on a day-to-day basis responding to internal user change requests, project requests, and providing support for the system. The CRM Administrator will be responsible for helping to ensure the company is optimizing the capabilities of the system to guide the quality of data and information. The admin is responsible for implementing new enhancements including creation of custom reports, invoices, workflows, and 3rd party integrations. Supporting the CRM system will include working with users, adding/removing users, adding specific data elements, mass data manipulation and other requested administrative tasks.

Duties Include:

• Responding, managing and assisting with the management of CRM requests from department leaders & users, documenting the request, and follow up.
• Define, develop, analyze and deliver dashboards, recurring business reports (monthly, quarterly, annually, etc.) and custom reports for the organization.
• Data upload, Data Manipulation, Data Cleanup for Mass adding/editing multiple records, layouts, deduplication.
• Design reports, incorporating tools such as Power BI.
• User Management: Adding/removing users; password resets, other CRM requests such as managing permissions and profiles, sharing rules and access privilege maintenance.
• Collaborate with business users and management to perform requirements gathering.
• Perform other duties as assigned to support the team and the CRM platform.

Position Requirements:

• 
  Strong functional knowledge of the member and health assessment data structures, client file structures, CRM configuration tools, understands how to leverage the tool to meet complex reporting requirements while enabling long term scalability.
• Writing/designing analytical reports with Power BI, Excel and other reporting tools.
• Four plus (4 ) years related IT and/or related business experience
• Two plus (2 ) years of CRM development experience with custom APIs

• Strong technical and analytical skills/knowledge.
• Excellent verbal and written communication skills.

• Software support knowledge and/or banking experience is a plus but not required

• Ability to identify issues early in the process, seek resolution or escalate when appropriate.
• Strong technology aptitude a must
• Detail-oriented with the proven ability to concurrently manage multiple projects with varying due dates and requirements.
• Business mindset to help drive the design and delivery of the system.
• Demonstrated initiative, time management and self-management skills.
• Bachelor’s degree