CRM Administrator

3 weeks ago


India ConnextFX Full time

Responsibilities

- Manage and maintain the company's CRM system, ensuring optimal functionality and data integrity.

- Configure and customize system settings based on user needs and business requirements.

- Create and maintain user profiles and manage access permissions.

- Generate reports and analyze data to provide insights into client behavior and trends.

- Provide ongoing training and support to users on CRM functionalities.

- Provide prompt and courteous technical support to clients, troubleshooting and resolving issues related to the trading platform, account management, and other functionalities.

- Communicate effectively with clients to understand their issues and provide clear solutions.

- Document and escalate complex issues to the appropriate technical team members.

- Maintain and update knowledge base articles and FAQs.

- Stay up-to-date on company products and services.


Qualifications

- Minimum 2+ year of experience as a CRM administrator or similar role.

- Demonstrated proficiency with a leading CRM platform (e.g., Salesforce, HubSpot).

- Strong understanding of CRM best practices and data management principles.

- Strong understanding of computers and basic troubleshooting techniques.

- Excellent organizational and communication skills.



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