CRM Consultant

Recruiter:

Ubuntu Markets

Job Ref:

CRM01

Date posted:

Tuesday, January 6, 2026

Location:

Johannesburg, South Africa

Salary:

Market related

SUMMARY:
CRM 1/2026

POSITION INFO:

The CRM Agent is responsible for managing and optimizing CRM-related reporting processes. This role involves tracking sales, monitoring lead performance, and generating statistical analyses to support data-driven decision-making. The ideal candidate will collaborate with cross-functional teams to enhance CRM usage and build actionable reports and dashboards to identify trends and opportunities.

· Relevant Qualification the in the role, Information Systems, Data Analytics, or a related field.

· 2-5 years in a CRM reporting, data analysis, or related role.

· Strong analytical and problem-solving skills.

Excellent communication and collaboration abilities.

· Detail-oriented with a commitment to data accuracy and quality.

· Proficiency in CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics).

· Advanced knowledge of Excel, and data visualization tools (e.g., Tableau, Power BI).

· Familiarity with automation tools and workflows.

1.Sales Tracking:· Monitor and maintain accurate records of sales performance.· Analyze sales data to identify key metrics, trends, and areas for improvement.

2.Leads Management: · Track lead availability and monitor their status in the CRM system. · Ensure leads are appropriately distributed, updated, and followed up on by the sales team.

3.CRM Statistics & Analysis: · Conduct detailed statistical analyses of CRM data to identify trends, customer behaviors, and market opportunities. · Provide insights and actionable recommendations to optimize CRM effectiveness.

4.Collaboration: · Work closely with sales, marketing, and other departments to align CRM strategies with organizational goals. · Provide training and support to teams on effective CRM usage and data management.

5.Reporting & Dashboard Creation: · Design, build, and maintain custom reports and dashboards to visualize key CRM metrics. · Automate reporting processes for efficiency and ensure data accuracy and consistency.

6.Optimization: · Continuously review and refine CRM workflows to enhance operational efficiency. · Stay updated on CRM best practices and emerging technologies to recommend system improvements.

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