CRM Administrator (Accounting)

Overview

Reference : 10701 AV   Consultant : Anneke Viviers

Responsibilities

• System Management : Serve as the primary administrator for the company's CRM platform. This includes managing user accounts, roles, and security permissions to ensure appropriate access.
• Data Integrity : Maintain accurate and up-to-date records of all client transactions. This involves cleaning data, performing regular data audits, and implementing processes to ensure data quality.
• System Customization : Customize the CRM to align with our business processes. This may include creating custom fields, workflows, dashboards, and reports to provide better insights.
• System Integration : Integrate the CRM with other software packages such as loan management systems, credit bureaus, FICA compliance and accounting software packages.
• Reporting and Analytics : Build and maintain reports within the CRM to track the new business pipeline, sales performance, and other key metrics.
• Technical Support : Serve as the first point of contact for all CRM-related issues, providing technical support and training to new and existing users to ensure efficient system use.
• Client Liaison Officer :

Documentation and Vetting : Collect and verify supporting documentation from clients to prepare credit application packs for credit committee review.

Assist in evaluating and analysing credit applications for both new and existing clients.

Qualifications

How to Apply

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