CRM Administrator
Job details
At Tag, we help brands stand out and sell more by delivering impactful content, at speed and scale and across channels & geographies. With over fifty years of production experience for some of the world’s biggest brands, we partner with our clients to create work that is efficient, effective and more importantly tells a story. We are a dynamic and innovative creative production agency that prides itself on delivering cutting-edge technology solutions. We believe that the combination of different ideas, experience, backgrounds, and skillsets create a great place to work. We pride ourselves on an authentic culture built around our core values of integrity, innovation, sustainability, growth, and accountability. We are committed to promoting an inclusive, equitable and diverse culture. Our global DE&I committee and our leadership team have committed to increasing representation, education, and accountability across the entire business to create positive change from the ground up and the top down. Check out tagww.com to learn more. Key roles and responsibilities: Conduct all CRM system configuration and development
- Zoho CRM experience
- knowledge of coding (python/Javascript)
- maintain all Marketing and Sales CRM Systems and workflows to Tag business requirements (Zoho Marketing Automation, Zoho CRM, Zoho Surveys and related applications)
- and develop custom objects, custom fields, page layouts, validation rules and approval workflows
- integrations with other CRM, Sales Enablement and BI platforms (e.g., Domo, Sales Loft, etc.)
- custom homepages, views, dashboards and reports
- data loads and data exports
- in all phases of new system, application and functionality implementations including planning, design of the application, configuration, development and coding of custom objects, fields and integrations
- and maintain user profiles, user roles, security settings, sharing rules
- CRM new users, ensuring that role hierarchy and permissions are maintained
- to and resolve CRM user access issues
- users who have left the business or no longer have the need for CRM access
- process to cleanse and maintain CRM data
- documentation, maintain standardization and look for ways to continuously improve processes & procedures.
- prompt support to end users to resolve issues with the CRM
- regular user feedback on the systems to identify training and/or development requirements
- and deliver User Training
- the CRM Support mailbox daily
- ad-hoc reports upon request
- Accounts created by users to ensure they are not duplicates
- on global reporting (combination of excel and Zoho Analytics)
- knowledge of CRM system configuration and customisation
- Administrator Certification
- System Development
- with Marketing Automation tools (HubSpot, Eloqua, Pardot etc.) is a plus
- working with global teams in the service industry
- excel skills
Apply safely
To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.
