Resource & CRM Administrator

Venus Recruitment; Camberley; On-site; GBP 30,000 - 40,000; Full time

Job summary

A busy consultancy in Camberley is seeking a Resource & CRM Administrator to oversee Salesforce CRM administration and provide essential project support. The role encompasses managing data integrity, coordinating with consultants and clients, ensuring invoice processing, and identifying resource challenges to safeguard revenue. This is a key position that interacts with multiple departments and provides opportunities for collaboration within a small team.

Responsibilities

• Provide CRM administrative support, updating opportunities and key information.
• Ensure key reporting metrics within the CRM are current.
• Maintain associate consultant records within the CRM.
• Manage invoice sign-offs against project deliverables.
• Coordinate workshop timings and resources with clients.
• Manage project start and close dates across platforms.
• Identify resourcing challenges to protect revenue.
• Manage intranet project sites and permissions.
• Assist the Head of Operations with various tasks.

Job description

A busy consultancy that partners with high-profile brands is offering a fabulous new opportunity for a Resource & CRM Administrator to join their small team. This position reports to the Head of Operations and is a key role as the main administrator of the Salesforce CRM system, ensuring data is reviewed and up to date, providing project administration and process support and reporting to the business.

The role will involve:

• Working with consultants to provide CRM administrative support, adding new and updating existing opportunities, projects and key information.
• Ensuring all key reporting metrics within the CRM are up to date.
• Maintaining up to date associate consultant records on the CRM.
• Managing the sign-off of associate consultant invoices against project deliverables, liaising with the finance manager at month end.
• Liaising with clients and the Programme Manager when required, to coordinate workshop timings, resources and systems.
• Managing project start and close dates across software platforms.
• actively identifying any resourcing challenges or gaps to help protect revenue and being a key point of contact with associates regarding ongoing availability for future projects.
• Managing intranet project sites, including SharePoint access permissions.
• Assisting the Head of Operations with tasks or projects that may arise across the business.