CRM Administrator

NorthPoint Search Group•Sandy Springs, GA

About The Position

The CRM Administrator is responsible for maintaining the integrity of data within the CRM platform. The role drives data cleanliness, implements and documents data processes and best practices, and maintains platform data controls. The position is based in Sandy Springs/Dunwoody.

Requirements

Bachelor’s degree, or 1–3 years of experience in data governance.
Highly detail-oriented and organized.
Ability to multitask, prioritize, and meet deadlines.
Knowledge of Microsoft Office, including Word, Excel, Access, and PowerPoint.

Nice To Haves

Prior experience with CRM platforms is preferred.
Experience with SQL queries is a plus.

Responsibilities

Manage user permissions and roles, team configurations, account assignments, product hierarchy, customized workflows, and approval processes.
Clean and upload large data imports from Excel and CSV files into the CRM platform.
Conduct daily audits to correct data inconsistencies, validate new accounts, remove duplicates, cleanse inaccurate data, and standardize entries.
Perform monthly procedures to update account executive assignments and quotas.
Investigate recurring data issues, identify root causes, and update data management policies and procedures when appropriate.
Provide internal quality assurance testing for CRM platform enhancements and new workflows.
Document data cleanliness best practices and serve as a subject matter expert supporting end users.
Configure the CRM platform for new users, including account executives and sales managers.
Monitor a CRM support email account and respond promptly to user questions about data.