Global CRM Administrator

At Klipboardweve introduced a flexible hybrid work policy where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work.

Klipboard provides specialist software services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade wherever they are in the world. With a unique depth of knowledge and experience in ERP/SaaS solutions Klipboard has a wide range of clients includes wholesalers distributors merchants and retailers from small traders to multinational enterprises. Klipboard has offices in the UK Ireland The Netherlands South Africa Kenya and North America. Our mission is simple: to design and deliver high performance integrated ERP solutions that enable our distributive trade customers to source effectively stock efficiently sell profitably and service competitively

Our global CRM administrator bridges the gap between the system and the users who interact with it. To do this effectively the administrator should ideally have an indepth understanding not only of the Hubspot software but also of sales marketing business processes and how they relate to the software to maintain the data and align all business units across the KCS Group. Skills in other online marketing tools data management and reporting would also be valuable.

Key Responsibilities:

1. CRM Management:
   1. Oversee the daytoday operations of the Hubspot CRM system.
   2. Ensure data integrity and accuracy within the CRM.
   3. Implement and manage CRM workflows and automation to streamline business processes.
   4. Consults with various teams and oversees the maintenance and usage of customer and prospect data for multiple categories of stakeholders.
   5. Works with all relevant stakeholders to review sales and marketing processes and seek continual improvements with database management and reporting
   6. Serve as the CRM expert pushing forward the best practices and key rules of the system worldwide
2. M&A Integrations:
   1. Lead the integration of CRM system with acquired business after mergers and acquisitions.
   2. Collaborate with crossfunctional teams to ensure seamless data migration and system alignment.
   3. Develop strategies to harmonize CRM processes across newly integrated business units.
3. User Assistance:
   1. Provide support and training to users on CRM functionalities and best practices.
   2. Address user queries and troubleshoot issues promptly.
   3. Foster a usercentric approach to enhance CRM adoption and utilization.
   4. Proactively train keyusers throughout the organization to ensure high adoption rates of the revenue technology stack including HubSpot.
4. Building Reports and Dashboards:
   1. Design and develop comprehensive reports and dashboards to provide actionable insights.
   2. Monitor key performance indicators (KPIs) and generate regular reports for management.

Utilize data visualization tools to present information clearly and effectively.

Skills Knowledge and Experience:

• Proficiency in Hubspot CRM and other online marketing tools.
• Strong understanding of sales marketing and business processes.
• Excellent analytical and problemsolving skills.
• Ability to work collaboratively with various business units.
• Effective communication and training skills.
• Organised structured methodical and accountable (with accurate data input skills and attention to detail)
• Selfmotivated individual who works well as part of a team
• Accommodating assertive and ability to have fun in a sometimesstressful environment
• Excellent organizational and multitasking skills

• Ability to work under deadlines

Company Info

You may also have seen from our recent posts that we are excited to begin sharing our new company name Klipboard. Kerridge Commercial Systems (KCS) is becoming Klipboard and our new brand is designed to bring together our expertise across distribution automotive retail rental transport management manufacturing and field service management. We have offices based across the world and we are looking for talented individuals to join our growing teams. Due to our growth over the last few years it is an exciting time to join us as we enter our next chapter! At Klipboard weve introduced a flexible hybrid work policy where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work.

Equal Opportunities

As a global company we value and respect the diversity of our workforce aiming to empower everyone to embrace each others differences. We are committed to creating an inclusive workplace where diversity equity and inclusion are integral to our company and culture. We recognize the benefits of a diverse workforce where creativity and valuing differences enable us all to thrive and sparks innovation.

If you require any help adjustments and/or support during the interview and offer process then please advise our TA or HR team.

Research shows that women and other underrepresented groups are less likely to apply for a role unless they meet every listed requirement. However we recognise that skills and experience come in many forms and we encourage you to apply even if you dont meet every criterion. If you are passionate about this role and believe you have the right mindset and transferrable skills we would love to hear from you!

To all recruitment agencies: Klipboard does not accept agency speculative resumes. At present we only accept CVs from Agencies on our PSL who have been assigned specific position/s. Please do not forward resumes to our careers site or direct to Klipboard employee as this does not constitute an introduction and Klipboard retrospectively will not be liable for any candidate ownership or fees related to unsolicited resumes. If you wish to be considered for our PSL then please emailhowever please note we receive a high volume of requests and we are unable to accept them all

#LIHybrid