CRM System Administrator
ROLES & RESPONSIBILITY:
Act as the system administrator lead on the Zoho One CRM platform and perform end-user administration tasks, providing first-line support and troubleshooting on issues with the platform
Maintain CRM contact data records for the organisation, overseeing data cleansing and update initiatives and looking for continuous improvement to increase the functionality and accuracy of the data held within it to meet the business requirements, linking closely with the membership team.
Own, develop and execute the technical roadmap for CRM, working closely with system users to leverage the platform further to develop and achieve the aim of the CRM being fully integral to the provision of membership engagement services.
Increase the utilisation of the CRM through user engagement, develop CRM workflows to support business processes, extract data, produce tailored reports and respond to other member information requests.
Provide support and CRM training to staff on an ongoing basis to best utilise the system, implementing how to guides, resolving user issues and interfacing with external support as required.
Develop and administer CRM marketing lists, maintaining the data records of all membership engagement and prospective membership including all relevant key contacts, ensuring data supplied is up to date.
SKILLS REQUIRED:
Strong technical understanding of Zoho One Online and Zoho One 365, including detailed understanding of all CRM functional areas
Hands-on experience developing custom Zoho One CRM extensions, including workflows and JavaScript
Hands-on, functional knowledge of Click Dimensions would be an advantage
High standard of general IT/office systems skills and knowledge, particularly Microsoft Office applications
Comfortable working in rotational shifts