CRM Specialist

2 weeks ago

Pune, India Marvel Realtors Full time

We're seeking a detail-oriented and technically skilled CRM Specialist to join our dynamic team. In this crucial role, you'll be responsible for administering and optimizing our CRM system to support our fast-growing commercial environment. Your expertise will ensure our core systems are reliable, accurate, and tailored to day-to-day user needs while delivering key insights to leadership. If you're passionate about CRM systems, thrive in a collaborative setting, and are ready to drive change in a fast-paced environment, we'd love to hear from you.

Responsibilities
  • Understanding the commercial operation, challenges, objectives, and daily work of each team; improving their operation and productivity through CRM administration.
  • Providing system administration support, especially related to user permissions, custom objects, and workflows.
  • Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes.
  • Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
  • Analyzing data to provide insights into the operation, effectiveness, and productivity of each team.
  • Working closely with other teams to capture and identify business requirements for CRM implementation.
  • Coordinating and supporting integrations with third-party apps, plugins, and tools.
  • Assisting in identifying and resolving data anomalies and errors; maintaining a high level of data integrity.
  • Supporting the team in daily troubleshooting, bug fixing, and end-user support.
  • Creating and maintaining documentation on processes, policies, application configuration, and help-related materials.

Requirements

  • Bachelor's Degree with a solid analytical and technical background.
  • 2+ years of CRM Administration experience, e.g., Salesforce, Microsoft Dynamics.
  • Proven ability to administer and configure CRM systems, including custom objects, flows, validation rules, and permissions.
  • Familiarity with automating business processes, report and dashboard creation, and data analysis.
  • Experience working directly with commercial, financial, and data teams.
  • Strong communication and collaboration skills.
  • Bonus points for experience in specific CRM platforms like Salesforce.com, knowledge of SOQL/Workbench, and familiarity with integrated tools such as Outreach, Hubspot.

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