CRM Consultant

Ubuntu Markets; Johannesburg; On-site; ZAR 300 000 - 420 000; Full time

Job summary

A leading CRM solutions company in Johannesburg seeks a CRM Agent to manage and enhance CRM-related reporting processes. The role involves monitoring sales, managing leads, and providing detailed statistical analyses to support decision-making. The ideal candidate should have 2-5 years of experience in CRM reporting or data analysis, strong analytical skills, and proficiency in CRM platforms like Salesforce and data visualization tools. This position offers opportunities for collaboration across teams and requires a detail-oriented approach to data accuracy.

Qualifications

• 2-5 years in CRM reporting or data analysis roles.
• Strong analytical and problem-solving capabilities.
• Excellent communication and collaboration abilities.

Responsibilities

• Monitor sales performance and analyze data for trends.
• Manage lead status in the CRM system; ensure follow-up.
• Conduct detailed analyses of CRM data for insights.
• Collaborate with teams to align CRM strategies.
• Create and maintain reports and dashboards.
• Optimize CRM workflows for operational efficiency.

Skills

Analytical skills

Communication

Collaboration

Detail-oriented

Proficiency in CRM platforms

Advanced Excel skills

Data visualization tools

Familiarity with automation tools

Education

Relevant Qualification in Information Systems or Data Analytics

Tools

Salesforce

HubSpot

Microsoft Dynamics

Tableau

Power BI

Job description

Overview

The CRM Agent is responsible for managing and optimizing CRM‑related reporting processes. This role involves tracking sales, monitoring lead performance, and generating statistical analyses to support data‑driven decision‑making. The ideal candidate will collaborate with cross‑functional teams to enhance CRM usage and build actionable reports and dashboards to identify trends and opportunities.

Qualifications

• Relevant Qualification in Information Systems, Data Analytics, or a related field.
• 2-5 years in a CRM reporting, data analysis, or related role.
• Strong analytical and problem‑solving skills.
• Excellent communication and collaboration abilities.
• Detail‑oriented with a commitment to data accuracy and quality.
• Proficiency in CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics).
• Advanced knowledge of Excel and data visualization tools (e.g., Tableau, Power BI).
• Familiarity with automation tools and workflows.

Responsibilities

Sales Tracking

• Monitor and maintain accurate records of sales performance.
• Analyze sales data to identify key metrics, trends, and areas for improvement.

Leads Management

• Track lead availability and monitor their status in the CRM system.
• Ensure leads are appropriately distributed, updated, and followed up on by the sales team.

CRM Statistics & Analysis

• Conduct detailed statistical analyses of CRM data to identify trends, customer behaviors, and market opportunities.
• Provide insights and actionable recommendations to optimize CRM effectiveness.

Collaboration

• Work closely with sales, marketing, and other departments to align CRM strategies with organizational goals.
• Provide training and support to teams on effective CRM usage and data management.

Reporting & Dashboard Creation

• Design, build, and maintain custom reports and dashboards to visualize key CRM metrics.
• Automate reporting processes for efficiency and ensure data accuracy and consistency.

Optimization

• Continuously review and refine CRM workflows to enhance operational efficiency.
• Stay updated on CRM best practices and emerging technologies to recommend system improvements.