Client Relationship Management

JOB RESPONSIBILITIES:

Technical Scope (CRM Tech)

• Configure, maintain, and optimize the CRM platform to align with evolving business requirements.

• Design and implement campaign tracking structures, including event setup, tagging, and data schema.

• Conduct rigorous quality assurance (QA) and quality control (QC) on CRM implementations to ensure data accuracy and system reliability.

• Deploy and manage tracking codes, analytics integrations, and third-party tools as needed.

• Analyze CRM campaign performance, generate reports, and offer actionable insights to improve targeting and engagement.

Operational Scope (CRM Ops)

• Lead training sessions and provide ongoing coaching to internal teams on CRM functionalities and best practices.

• Manage onboarding processes for new users and document all CRM-related workflows and guidelines.

• Support sales and marketing teams in leveraging CRM for lead management, pipeline tracking, and customer outreach.

• Monitor CRM usage and performance metrics, identifying gaps and recommending improvements.

• Develop, maintain, and update CRM user manuals, FAQs, and training materials.

• Collaborate with cross-functional stakeholders to ensure CRM processes are aligned with company goals and customer needs.

JOB REQUIREMENTS:

• Proven experience in CRM management.

• Strong understanding of data tracking methodologies, analytics tools, and campaign setup.

• Excellent ability to train, coach, and support users across different teams and levels.

• Analytical thinker with a keen eye for detail and a proactive approach to problem-solving.

• Demonstrated strength in cross-team collaboration, communication, and project coordination.