Sales Operations & Crm Administrator

Fusion Software

Cape Town

On-site

ZAR 112,000 - 167,000

Full time

14 days+

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Job summary

Fusion Software, based in Cape Town, is seeking a Sales Operations & CRM Administrator to support our sales team, maintain CRM excellence, and ensure opportunities move efficiently through the sales pipeline.

The ideal candidate will be process-driven, detail-oriented, and comfortable working with software systems and sales data. 1+ years in a sales administration/CRM role is preferred, with strong Excel and CRM experience. This is a full-time, on-site role in Cape Town.

Qualifications

  • 1+ years' experience in a Sales Administration, Sales Support, CRM Administration, or similar role.
  • Excellent organisational and administrative skills.
  • Strong attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Excel, Word, Outlook, and Teams.
  • Experience working with CRM systems.
  • Ability to manage multiple priorities and deadlines.
  • Professional, customer-focused approach.

Responsibilities

  • CRM & Pipeline Management: Maintain accurate customer and prospect information within the CRM; Ensure all sales opportunities are updated and progressing through the correct sales stages; Monitor pipeline activity and follow up with sales consultants on outstanding actions; Maintain high levels of CRM data quality and integrity; Generate pipeline, forecast, and sales activity reports.
  • Sales Administration: Prepare and issue quotations, proposals, and sales documentation; Assist with tender and bid documentation where required; Track quotation approvals and client feedback; Ensure all sales documentation is correctly filed and maintained; Assist with contract preparation and onboarding documentation.
  • Lead Management: Manage incoming leads; Monitor lead response times and follow-up activities; Assist with lead nurturing campaigns and customer communications; Schedule meetings, demonstrations, and client engagements.
  • Reporting & Coordination: Prepare weekly and monthly sales reports; Assist management with sales forecasting and performance tracking; Coordinate communication between sales, implementation, support, and marketing teams; Identify opportunities to improve sales processes and efficiencies.
  • KPIs: CRM data accuracy and completeness; Quote turnaround times; Opportunity and lead follow-up compliance; Reporting accuracy and timeliness; Sales process adherence; Internal stakeholder satisfaction.

Skills

CRM Administration

Tools

Microsoft Excel
Microsoft Word
Microsoft Outlook
Teams
CRM systems

Job description

Sales Operations & CRM Administrator

Location: Cape Town, Western Cape
Employment Type: Full-Time
Salary: R10,000 – R15,000 per month (depending on experience, skills, and qualifications)

About Fusion Software

Fusion Software develops and implements business management software that helps companies streamline operations, improve visibility, and drive growth. In addition to our ERP and business management solutions, we provide web development, mobile application development, systems integration, and custom software solutions to clients across multiple industries.

As we continue to grow, we are looking for a highly organised Sales Operations & CRM Administrator to support our sales team, maintain CRM excellence, and ensure opportunities move efficiently through the sales pipeline.

The Opportunity

This is a critical role within our sales operation. You will work closely with our sales consultants and management team to ensure that leads, opportunities, quotations, proposals, and customer communications are accurately managed and tracked.

The ideal candidate is process-driven, detail-oriented, proactive, and comfortable working with software systems and sales data.

Key Responsibilities

CRM & Pipeline Management

  • Maintain accurate customer and prospect information within the CRM.
  • Ensure all sales opportunities are updated and progressing through the correct sales stages.
  • Monitor pipeline activity and follow up with sales consultants on outstanding actions.
  • Maintain high levels of CRM data quality and integrity.
  • Generate pipeline, forecast, and sales activity reports.

Sales Administration

  • Prepare and issue quotations, proposals, and sales documentation.
  • Assist with tender and bid documentation where required.
  • Track quotation approvals and client feedback.
  • Ensure all sales documentation is correctly filed and maintained.
  • Assist with contract preparation and onboarding documentation.

Lead Management

  • Manage incoming leads.
  • Monitor lead response times and follow-up activities.
  • Assist with lead nurturing campaigns and customer communications.
  • Schedule meetings, demonstrations, and client engagements.

Reporting & Coordination

  • Prepare weekly and monthly sales reports.
  • Assist management with sales forecasting and performance tracking.
  • Coordinate communication between sales, implementation, support, and marketing teams.
  • Identify opportunities to improve sales processes and efficiencies.

Minimum Requirements

  • 1+ years' experience in a Sales Administration, Sales Support, CRM Administration, or similar role.
  • Excellent organisational and administrative skills.
  • Strong attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Excel, Word, Outlook, and Teams.
  • Experience working with CRM systems.
  • Ability to manage multiple priorities and deadlines.
  • Professional, customer-focused approach.

Advantageous Experience

  • Experience in the software, ERP, or technology industry.
  • Experience with sales reporting and forecasting.
  • Understanding of sales pipelines and sales processes.
  • Experience with digital marketing lead management.

Key Performance Indicators (KPIs)

  • CRM data accuracy and completeness.
  • Quote turnaround times.
  • Opportunity and lead follow-up compliance.
  • Reporting accuracy and timeliness.
  • Sales process adherence. (Sales Playbook)
  • Internal stakeholder satisfaction.

Personal Attributes

We are looking for someone who is:

  • Highly organised and methodical.
  • Proactive and self-motivated.
  • Comfortable working with numbers and data.
  • Process-driven with strong attention to detail.
  • Professional and confident when communicating with clients.
  • Able to work independently while supporting a team environment.

Why Join Fusion Software?

  • Be part of a growing South African technology company.
  • Work with innovative software, web, and app development projects.
  • Collaborate with an experienced and supportive team.
  • Opportunity for long-term career growth and development.
  • Make a direct impact on the success of our sales operation.
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