CRM Specialist

1 week ago

Southampton, United Kingdom AVASK ACCOUNTING & BUSINESS CONSULTANTS Full time

**Role**:CRM Specialist

**Salary**: Depending on experience

**Location**:Southampton

**Reports to**: Head of Operations

As the CRM Specialist for AVASK your role is to ensure the software system is utilised correctly and that business data integrity is maintained. A good understanding of all the business processes is required. Ensuring effective liaison with all key stakeholders is critical, namely senior management, all CRM Users and the CRM software developers.

**Responsibilities**:
**Process development**
- Define requirements with key stakeholders for system configuration.
- Test configured system pre implementation.
- Working with Software development to integrate with other systems.
- Provide feedback and insight for ongoing system improvement.

**Implementation**
- Ensure controls are in place to maintain data integrity.
- Create user guides for new feature implementation and update existing where system changes are made.
- Train users on data cleanliness, internal processes, and new features.

**Data integrity**
- Audit data for cleanliness and process improvements.
- Ensure data is entered correctly across Leads, Accounts, Opportunities etc.
- Identify and correct errors made by system users communicate errors made in a friendly and helpful manner.
- Report on improper system usage to senior management.

**Internal audit**
- Audit users to ensure the system is being used correctly.
- Check that all Leads, Opportunities and Amendments are processed in a timely manner.
- Query investigation where required across Departments.
- Provide reporting and analysis of CRM.

**Training and Support**
- Ongoing refresher training and training of new staff.
- Provide initial helpdesk support for users.
- Refer system issues to the CRM developer where required and monitor to resolution.

**Essential skills, knowledge and experience**:

- Degree in Business or Information technology.
- Minimum of 2 years experience in sales and business administration.
- Knowledge of CRM systems. (knowledge of SUGAR and/or ZOHO CRM an advantage).
- Strong project management, data management and training & support skills.
- Strong computer skills, Microsoft Office (particularly Excel).
- Excellent verbal and written communication skills.

**What youll get in return**:

- 22 days of annual leave plus Bank Holidays with the option of purchasing up to 5 extra days through salary sacrifice.
- Birthday off after 1 year length of service.
- Pension scheme with Royal London with employee contributions of minimum 5% and employer contributions of 3%.
- A collaborative culture of continuous learning with Learning and Development opportunities for career progression, alongside support with professional qualifications where applicable.
- Private Healthcare Insurance with Vitality Health care after completing probationary period.
- Cycle2Work scheme available through salary sacrifice.
- DIS (Death in service) available after completing probationary period.
- Creative spacious offices with breakout areas, and subsidised canteen with Chef offering freshly cooked breakfast and lunches.

**ABOUT AVASK**

AVASK Accounting & Business Consultants is a rapidly expanding firm that specialises in international VAT and tax and accounting for e-commerce businesses that are located internationally and in the UK.

AVASK are recommended External Tax Advisors under the Amazon Global Selling Programme and assist hundreds of Amazon FBA sellers, eBay, Shopify and many other platforms. On top of this, it provides its clients with a comprehensive range of expertise - from providing practical guidance on cross-border transactions, making sure that they are fully compliant and assisting on their group structures and tax advisory services. #PRH

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