CRM Assistant

CRM Administrator – Call Centre

We are looking for a detail-oriented and proactive CRM Administrator to manage, optimize, and support our customer relationship management platform. You will ensure data accuracy, improve system performance, and partner with cross-functional teams to help drive sales, marketing, and customer success initiatives.

We are looking for a highly organized and proactive CRM Administrator to support our fast-paced call centre. The main responsibility of this role is to manage, allocate, and monitor inbound leads to sales agents to ensure rapid response times and maximum conversion. The ideal candidate is tech-savvy, detail-oriented, and comfortable working with both CRM systems and Canva for creating internal materials and agent resources.

• Allocate and distribute incoming leads to sales agents promptly and accurately.

• Monitor lead flow, assignment rules, and agent workload to ensure optimal performance.

• Manage CRM user accounts, permissions, and overall system configuration.

• Create and maintain dashboards, reports, and performance tracking tools.

• Perform regular data hygiene tasks (deduplication, updating lead info, import/export).

• Support call centre staff with CRM troubleshooting and training.

• Design basic templates, guides, and internal content using Canva (e.g., process documents, performance boards, training materials).

• Collaborate with the Sales Manager and Team Leads to optimize lead routing and workflow efficiency.

• Ensure compliance with call centre processes and maintain high data accuracy.

• 1–3 years experience in a CRM Administrator, Lead Coordinator, or similar operational role.

• Experience working in a call centre environment is strongly preferred.

• Proficiency with [Your CRM System: Salesforce, HubSpot, Zoho, Dynamics, etc.].

• Strong attention to detail, especially with data and lead assignment.

• Ability to handle high-volume lead flow with accuracy and speed.

• Experience using Canva to produce internal visual materials.

• Excellent communication and problem-solving skills.