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Customer Relationship Management Administrator

Customer Relationship Management Administrator

Sylvan, Inc.Southfield, MI, US
2 days ago
Job type
  • Full-time
Job description

Job Description

This position will be responsible for the day-to-day management of our corporate CRM system

(Followup CRM). The CRM system is shared across many divisions in North America. The CRM is a

crucial part of our business development, project pipeline and estimating logs. It is also accessed

for analytical data in M&A.

This role ensures data accuracy, user support, and system evolution in collaboration with our CRM

software provider. The CRM System Administrator will play a pivotal role in onboarding new users, integrating acquired companies [into the CRM], and driving consistent adoption across divisions.

Key Responsibilities

Data Management

  • Periodically vet, scrub, and reconcile CRM data to maintain accuracy and consistency.
  • Align and integrate data from newly acquired companies into the corporate CRM.

User Administration

  • Maintain and manage user accounts, permissions, and access levels.
  • Ensure onboarding and training programs are completed by new users.
  • Provide ongoing support to users and department leaders to ensure proper procedural use.
  • Responsible for maintaining proper entry and maintenance of companies and owners.
  • System Development & Collaboration

  • Coordinate data requirements from our Finance, Accounting and M&A teams.
  • Partner with the CRM software provider to enhance system functionality, reporting, and customization.
  • Gather feedback from users and communicate system improvement needs to the provider.
  • Develop and implement integration plans for acquired companies, including data alignment, reconciliation, and training.
  • Training & Adoption

  • Facilitate onboarding sessions and refresher training for employees across divisions.
  • Serve as the primary point of contact for CRM-related inquiries and troubleshooting.
  • Promote best practices to maximize CRM adoption and value across the organization.
  • Qualifications

  • Organized and attentive to details.
  • Bachelor’s degree in Business, Information Systems, or related field preferred.
  • 3+ years of experience in CRM administration, customer support, or data management.
  • Success in change management and cross-functional collaboration.
  • Strong technical aptitude with the ability to quickly learn and adapt to new software.
  • Excellent communication, problem-solving, and organizational skills.
  • Experience with mergers and acquisitions integration is a plus.
  • Prior experience in construction or related industries is advantageous but not required.
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    Relationship Administrator • Southfield, MI, US

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