Associate - CRM One View
Associate - CRM One View
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
System Administration
- Assist in daytoday administration of the CRM system including data quality checks user account management and system configurations
- Support in the customization and configuration of CRM system to meet business needs
- Manage user profiles ensuring all users are set up with appropriate access and permissions
- Participate in system testing upgrades and implementation of new features
Data Management and Reporting:
- Monitor data quality and support efforts to improve data cleanliness completeness and consistency by liaising with account relationship managers
- Management of predefined data points within the system to ensure all mandatory data is completed and up to date
- Create and custom reports and dashboards to support business decision making
Support
- Provide ongoing support to system users by addressing queries troubleshooting issues and overall guidance in usage of CRM system from a sales and commercial perspective
- Collaborate with crossfunctional teams to understand system requirements and provide support
- Ensure clear lines of communication to system users to advise of updated data requirements and data errors
Tasks (What does the role do on a daytoday basis)
- Support Senior Business Analyst in management and hygiene of OneView data
- Support users with data queries and the overall use of OneView from a commercial perspective
- Completing data quality checks and implementing predefined processes
- Work with the wider business to build relationships with users and promote best practice of OneView
Key behaviors we expect to see
- Engagement with commercial needs of data held in OneView
- Continue to build strong relationships within the expanding business
- Support group wide commercial activity and initiatives
- Promoting the use of OneView across the business
Qualifications :
Background experience
- A good understanding of the business / a solid background working within an established and growing business Familiarity with DealCloud or any CRM platforms (e.g. Salesforce HubSpot Microsoft Dynamics or similar) would be an advantage
Management & relationship skills
- Proven record of building and managing relationships Experience in training or supporting endusers (nice to have) Presentation and negotiation skills Accomplished
Technical knowledge/experience
- Knowledge and use of current CRM system(s) is preferable / DealCloud experience would be an advantage Strong analytical and problemsolving skills keen attention to detail and accuracy especially in managing CRM data and system updates.
- Basic understanding of data structures reporting tools or workflow automation is a plus Exposure to data visualization tools (e.g. Power BI Tableau) Proficiency in Microsoft applications (Excel PowerPoint etc)
Additional Information :
At IQEQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
