Salesforce CRM Admin & Resource Specialist

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 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.