CRM Administrator - India - ConnextFX
1 week ago
Description
Responsibilities
- Manage and maintain the company's CRM system, ensuring optimal functionality and data integrity.
- Configure and customize system settings based on user needs and business requirements.
- Create and maintain user profiles and manage access permissions.
- Generate reports and analyze data to provide insights into client behavior and trends.
- Provide ongoing training and support to users on CRM functionalities.
- Provide prompt and courteous technical support to clients, troubleshooting and resolving issues related to the trading platform, account management, and other functionalities.
- Communicate effectively with clients to understand their issues and provide clear solutions.
- Document and escalate complex issues to the appropriate technical team members.
- Maintain and update knowledge base articles and FAQs.
- Stay up-to-date on company products and services.
Qualifications
- Minimum 2+ year of experience as a CRM administrator or similar role.
- Demonstrated proficiency with a leading CRM platform (e.g., Salesforce, HubSpot).
- Strong understanding of CRM best practices and data management principles.
- Strong understanding of computers and basic troubleshooting techniques.
- Excellent organizational and communication skills.