Crm System Administrator Claremont - Claremont
Merchant West
Merchant West is one of the largest privately-owned providers of specialised financial solutions and advisory services to businesses and high net worth individuals in South Africa. Founded in 1998, Merchant West provides tailor-made lending, wealth management, asset management and transactional solutions to businesses and high-net-worth individuals, with offices in Johannesburg, Cape Town, Pretoria, George, Durban, Nelspruit, Port Elizabeth, Namibia, and North Carolina USA. Certain companies in the Merchant West Group are licenced and authorised financial services providers. Merchant West lending products extend to bespoke asset finance (across an extensive range of asset classes), fleet finance, working capital funding, property finance solutions and specialised finance. Merchant West advisory products extend to investment strategies, private wealth management and treasury solutions. - Manage and administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction - Create and maintain user accounts, permissions, and configurations within the CRM system - Provide training and support to users on how to effectively use the CRM system - Develop and implement CRM system enhancements and customizations based on user feedback and business requirements - Monitor system performance and troubleshoot any issues or errors that arise - Collaborate with internal stakeholders to gather requirements and create reports and dashboards within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system - Stay informed about industry best practices and new CRM technologies to make recommendations for system improvements - Bachelor's degree (Advantageous) - 2 years of experience working with CRM systems, preferably Salesforce or Microsoft Dynamics. - Salesforce or Microsoft Dynamics certification advantageous. - Microsoft Excel Intermediate/Advanced Skills - PowerBi experience advantageous. - Excellent communication and interpersonal skills. - Ability to work independently and as part of a team. - Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
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