CRM Executive

JR United Kingdom; Bradford; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company in the UK seeks a CRM Executive to manage and analyze data, ensuring system change requirements are documented accurately. The role involves providing first line support, managing user access, and training teams on best CRM practices. Ideal candidates will possess strong analytical skills and a proactive approach to problem-solving.

Qualifications

• Experience with CRM platforms (MS Dynamics is beneficial).
• Analytical mindset with the ability to interpret data.
• Excellent organizational, time management and communication skills.

Responsibilities

• Providing first line support for help queries.
• Manage and maintain CRM data, ensuring data accuracy.
• Training internal teams on CRM best practices.

Skills

Analytical skills

Communication

Organizational skills

Attention to detail

Education

Experience with CRM platforms

Job description

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As a CRM Executive, you will be responsible for managing and analysing data, ensuring accurate documentation of system change requirements. You will collaborate closely with users and stakeholders, addressing their queries and providing expert advice on best practices. This role requires a keen eye for detail, strong analytical skills, and excellent communication abilities to effectively support and enhance our systems and processes.

Key Responsibilities

• Providing first line support for help queries, troubleshooting, reporting, user onboarding and training and managing the help desk
• Acting as one of the system administrators, managing access and security
• Manage and maintain CRM data, ensuring data accuracy, integrity, and compliance with regulations
• Perform data cleansing and enrichment to support business development activities, resolving discrepancies or errors in client records to maintain database quality
• Train internal teams on CRM best practices, usage, and new features
• Manage the CRM knowledge base, create user guides and documentation and cascading best practice user comms
• Analysis of data to create reports, system views and dashboards and identify areas for improvement
• Support the implementation of technical development projects; eliciting business requirements from stakeholders and translate into user stories for development and performing testing

Qualifications

• Experience with CRM platforms (MS Dynamics is beneficial)
• Analytical mindset with the ability to interpret data and provide insights
• Understanding of CRM practices; business processes, automation and data management
• Ability to elicit information and work with a range of stakeholders
• Excellent organisational, time management and communication skills
• Proactive and inquisitive style, able to quickly learn and manage your own workload
• Evidence of having an attention to detail