CRM & System Assistant - Hillcrest

SUMMARY:
DBN000284– CRM & Systems Assistant - Hillcrest
 
Purpose of the Job:
To oversee the daily management of our Salesforce CRM and provide assistance for a larger range of functional systems.

Required Qualifications:

1. Tertiary qualification - Advantagious
2. 1–3 years of hands-on CRM administration experience in a similar operational role
3. Proficiency in user management, data imports, reports, dashboards, and standard configuration
4. Comfortable working across multiple systems and maintaining data consistency between platforms
5. Experience with Sage 200 or similar ERP systems
6. Understanding of databases
7. Exposure to WordPress and WooCommerce
8. Familiarity with Tableau or other reporting/BI tools

POSITION INFO:
Technical Competencies & Experience:

1. Act as the main Salesforce administrator, managing day-to-day user support, fixing problems, and making sure the system functions properly.
2. Conduct biweekly Q&A sessions to discuss team questions and evaluate system performance.
3. Give new sales representatives platform overviews and onboarding training; provide helpful advice and updates to the entire team.
4. Organize and import large amounts of lead data from trade exhibitions, webinars, and other events.
5. Keep correct records and import invoices into Salesforce.
6. Manage stockist portals in a basic manner, including adding and removing people and products.
7. Set up promotions and prices on the portals as needed.
8. Help the IT Manager with a variety of duties, such as recording staff support calls.
9. Respond to routine IT inquiries and, if feasible, troubleshoot typical issues

1. A keen eye for detail, especially when it comes to record quality and data correctness
2. Effective communicator who can assist non-technical users and communicate with the sales team
3. Self-sufficient, well-organized, and capable of handling a variety of everyday tasks