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An established industry player is seeking a dedicated CRM Manager to enhance their Business Development efforts. This role involves managing CRM systems, producing insightful reports, and providing training on essential tools like Tableau and Google Workspace. You'll work closely with the Operations Manager to define KPIs and drive continuous improvement initiatives. With a focus on analytical skills and a detail-oriented mindset, you'll help the organization stay competitive while ensuring the integrity of data and workflows. Join a fast-growing organization that values professional development and offers a supportive work environment.
Manage the CRM system to ensure proper assignment and reallocation of leads, clients, and partners to the appropriate Business Development team members.
Implement and enforce CRM workflows and guidelines that support company goals and follow industry standards.
Produce periodic reports and insights on Business Development performance metrics, including lead acquisition, trading activity, conversion efficiency, and client/partner retention.
Serve as the main contact for CRM-related issues, providing support and maintenance, and liaising with IT and other departments when necessary.
Maintain the integrity and accuracy of Tableau dashboards by routinely refreshing data, applying quality control checks, and resolving data-related issues.
Work alongside the Operations Manager and relevant stakeholders to define and track KPIs and performance standards for the Business Development team.
Deliver training and ongoing support to team members on CRM usage, Backend tools, Tableau, and other essential platforms.
Contribute to continuous improvement projects aimed at boosting the department’s productivity and overall impact.
Keep informed about the latest trends and best practices in CRM, analytics, and business development to help the company stay competitive and enhance client/partner service.
Carry out any additional responsibilities assigned by the Operations Manager.
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