CRM Expert

5 days ago


Manila, National Capital Region, Philippines Boston Enterprises Investment Group Full time ₱1,200,000 - ₱2,400,000 per year

Job Title: CRM Expert

Location: Remote

Job Type: Full-Time (4 Days/Week)

Job Summary

We are seeking an experienced and detail-oriented CRM Expert to manage, optimize, and drive the effectiveness of our customer relationship management (CRM) system. This role requires a deep understanding of CRM tools and strategies to ensure seamless data management, improve customer engagement, and maximize sales and marketing efforts.

Key Responsibilities

  • Configure, customize, and manage the company's CRM system to meet business needs.
  • Oversee data integrity, ensuring accurate and up-to-date customer records.
  • Develop and maintain automation workflows, pipelines, and processes within the CRM.
  • Analyze CRM data to generate actionable insights for sales, marketing, and customer success teams.
  • Train team members on CRM usage and best practices to enhance adoption and efficiency.
  • Integrate CRM software with other tools and platforms (e.g., email marketing tools, analytics software).
  • Monitor and optimize CRM system performance, troubleshooting any issues promptly.
  • Collaborate with departments to align CRM strategies with business goals.
  • Create detailed reports and dashboards to track KPIs and performance metrics.
  • Stay updated on CRM trends and new features to recommend improvements.

Qualifications and Skills

  • Proven experience as a CRM Expert, CRM Manager, or similar role.
  • Proficiency in CRM platforms such as Salesforce, HubSpot, Zoho, or similar.
  • Strong understanding of CRM workflows, automations, and integrations.
  • Knowledge of data management and reporting tools (e.g., Excel, Tableau, Power BI).
  • Excellent problem-solving skills and attention to detail.
  • Strong communication and collaboration skills for cross-functional teamwork.
  • Ability to analyze data and provide insights to improve business processes.
  • Basic understanding of APIs and integrations is a plus.

Preferred Skills

  • Experience with marketing automation tools and email campaigns.
  • Familiarity with customer segmentation and lifecycle management.
  • Background in sales or customer success is a bonus.

Work Schedule

  • Full-time position with a 4-day workweek for enhanced work-life balance.

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