Currently seeking for a part time CRM administrator who will have excellent knowledge of Salesforce
You will be working as a team to maintain, develop and imlment the CRM and monitoring the quality control such as CRM training, troubleshooting and reporting.
Our client is a growing organisation who offer a range of services designed to help people live comfortably and independently at home. They are essential within the care industry.
The ideal candidate will be and be an experienced administrator and meet the following:
Demonstrable experience developing a Salesforce CRM system, including for case management.
Good problem solving, analytical, administrative, organisational, communication and interpersonal skills are also important.
Excellent attention to detail.
Able to work as part of a team.
Willing to learn, undertake relevant training and develop.
Ability to prioritise and balance a broad number of concurrent tasks and organise work effectively to meet deadlines.
Ability to work with minimum supervision
Ability to train and coach users in the use of software programmes, and encourage self-help.
Ability to explain problems and solutions clearly to non-technical users.Good knowledge of IT operating systems, and database technology (design, software and structure) especially Windows, Exchange, DocuSign and Citrix (desirable)
Key responsibilities of the role:
Assists with the implementation of Staywell’s Salesforce CRM across all services.
Supports and maintains the CRM system.
Supports the CRM Lead in communicating and explaining the benefits and importance of utilising the CRM, driving user adoption.
Develops and maintains excellent understanding of Staywell’s services and operational needs in order to ensure CRM system meets the needs of users and the requirements of the organisation.
Creates and deactivates CRM user accounts based on starters/leavers.
Works with CRM team and external IT support company to troubleshoot any integration issues with core systems.
Collaborates with colleagues to develop and create customised KPIs, dashboards and reports.
Provides reporting support to the CRM Lead and Staywell managers.
Provides user training, support and feedback.
Assists the CRM lead with checking the accuracy and quality of data entry on the CRM and provides required data for monitoring, evaluation and impact management purposes.
Assists the CRM Lead in working with Staywell’s senior managers and service managers to develop a ‘road map’ for future development of the CRM, analysing service requirements and taking into account the wider IT needs of the organisation.
Keeps abreast of new CRM features and functionality and provide recommendations for process improvements; evaluates their impact on existing customised functionality.
Helps drive the development of a data-driven, impact-focussed culture by providing advice, continuing training and support to colleagues.
This role line may supervise and support relevant volunteers