CRM Coordinator/ Admin Assistant (225-928)

The CRM Coordinator/Admin Assistant serves as a pivotal team member in managing customer relations and providing essential administrative support. This dual role optimizes workflow by maintaining meticulous records, managing databases, and supporting customer interaction strategies. By leveraging customer relationship management (CRM) software, the coordinator plays an integral role in sustaining customer satisfaction, enhancing engagement, and facilitating effective communication between departments. Additionally, the admin assistant functions ensure the smooth operation of daily administrative tasks such as scheduling, email management, and document preparation. The ideal candidate for this position demonstrates excellent organizational capabilities, attention to detail, and a proactive approach to problem-solving and multitasking in a dynamic work environment.

Responsibilities

• Utilize CRM software to maintain accurate and updated customer information databases.
• Generate and analyze reports on customer interactions and activity trends.
• Coordinate customer engagement strategies including email campaigns and customer surveys.
• Provide administrative support such as scheduling meetings and managing calendars.
• Assist in the preparation of reports, presentations, and correspondence for executive meetings.
• Handle sensitive customer information with confidentiality and data protection compliance.
• Support the sales and marketing teams with data input and data accuracy checks.
• Troubleshoot and resolve any CRM system issues and inquiries from team members.
• Facilitate communication between departments to ensure cohesive and effective operations.
• Develop and document standard operating procedures for CRM and administrative tasks.
• Coordinate travel logistics and accommodations for staff and executives as needed.
• Assist in organizing company events, meetings, and team-building activities.

Requirements

• Bachelor’s degree in Business Administration, Communications, or a related field.
• Proven experience in CRM systems and administrative assistant roles.
• Exceptional organizational skills and the ability to manage multiple tasks efficiently.
• Strong analytical skills with the ability to interpret and report data effectively.
• Excellent verbal and written communication skills for effective interaction.
• High proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Demonstrated capacity to handle confidential information with discretion.
• Detail-oriented with a proactive approach to identifying and solving problems.