Software Product Executive (CRM system)

Job Description

CRM system building and implementation.

• Establish workflows for data capture while always ensuring data integrity.
• Enable CRM workflow automation and minimize basic transactional tasks.
• Drive CRM configuration design innovation by exploring, understanding, explaining, and implementing the CRM functional potential.
• Understand business dynamics and set-up insightful and structured reporting dashboards within the CRM functionalities in alignment with the management guidelines.

Responsible for preparing user training material and guidelines.

• Provide support & guidance to colleagues and customers that use the CRM software, including support to the training team.
• Ensure clear and referenceable configuration documentation.

CRM Service escalation support for end-users

• Troubleshooting user or software errors that inhibit the efficiency of the interaction between people and technology in deeply technical issues.
• Meeting with teams to help them analyze business trends.
• Work with team members to solve the big impact issues.

Data analysis support.

• Monitor daily data feed, and verify the accuracy of customer data.

Job Requirement

• Drive consistent usage of CRM system and adherence to sales processes.
• Lead communication for platform and process changes.
• Attention to detail, to manage the integrity of the CRM data.
• Create documentation on case resolution in order to facilitate knowledge sharing with team members.
• Must be able to work independently and be team-oriented, reliable, and dependable.
• Knowledge of SQL/ Database/ API to "Oversee CRM data governance” which will include:

           - Data standards

           - Data audit

           - Data structures

           - User access rights

           - Reporting

• Experience with HubSpot/ Creatio or similar marketing automation system is plus.
• Ability to think critically, identify solutions and deliver recommendations based on data and analysis.
• Patience when handling difficult user cases.
• Basic English communication skills. (TOEIC 500, WSE level 9/20 or equivalent English levels)