Job Description

The CRM Application Specialist will collaborate with business stakeholders to gather requirements, document processes, create mock-ups, implement CRM solutions with guidance, and generate standard Salesforce reports and dashboards per business request. They will also provide post-live support to ensure smooth CRM operations. Additionally, this role will support the marketing team by leveraging Account Engagement (Pardot) to optimise lead generation and campaign management Responsibilities: CRM Administration & Support:: Act as the primary administrator for the Salesforce CRM system. Work closely with business stakeholders to gather, analyse, and document process and requirements. Design, configure and document CRM solutions to meet business needs, ensuring best practices are followed. Marketing and Sales Team Support: Assist both teams in defining, tracking, and optimising business processes and functions. Utilise Account Engagement (Pardot) to support marketing team on lead generation and nurturing campaigns. Assist the marketing team in automating email campaigns, segmentation, and lead scoring. Post-Live Support & Continuous Improvement: Address post-implementation issues and optimise existing CRM workflows. Provide training and documentation for both teams to ensure CRM adoption. Partner with SMEs to recommend new CRM functionalities and process improvements. Experience and Qualifications: Must have a minimum of 2+ years of experience in Salesforce CRM administration. Must have strong experience with Account Engagement (Pardot) and marketing automation processes. Must have Sales Cloud Consultant certification Ability to gather business requirements and translate them into CRM solutions. Experience in creating documentation, mock-ups, and process workflows. Ideally previous experience from a Managed Service Provider.