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CRM Support Specialist

CRM Support Specialist

Customer Support & VAs

A CRM Support Specialist plays a crucial role in ensuring the efficient operation and maintenance of customer relationship management (CRM) systems within an organization. This role involves providing technical support and troubleshooting assistance to users, ensuring data integrity, and facilitating user training sessions. CRM Support Specialists also collaborate with various departments to optimize system configurations, develop customized reports, and implement enhancements. Their key objective is to maximize the system's effectiveness, thereby enabling improved customer interactions and data-driven insights to support business growth and customer satisfaction.

Responsabilities

As a CRM Support Specialist, you will be responsible for providing comprehensive assistance to users experiencing issues with the CRM system, ensuring prompt resolution of technical problems, and maintaining seamless system functionality. Your duties include diagnosing and troubleshooting software-related problems, coordinating with IT to implement necessary fixes, and ensuring minimal downtime. Additionally, you will be in charge of maintaining data integrity by performing regular audits, overseeing data migrations, and implementing backup strategies. Your role also involves documenting issues, solutions, and system modifications to build a robust knowledge base for future reference.

Furthermore, you will facilitate effective use of the CRM system by conducting user training sessions and developing easy-to-understand training materials. You will collaborate closely with various departments to gather requirements and customize the CRM system according to specific business needs. This includes creating and optimizing system workflows, generating detailed and customized reports, and implementing enhancements to improve user experience and system efficiency. By continuously evaluating system performance and making necessary adjustments, you aim to maximize the utility of the CRM platform, thereby supporting better customer interactions and achieving the organization's business objectives.

Recommended studies/certifications

Certificate or Associate's degree in Information Technology, Business Administration, or related fields. Courses in CRM software, data management, and customer service best practices are crucial. Additional training in data analysis and system troubleshooting can further validate skills.

Skills - Workplace X Webflow Template

Skills

Empathy
Service Level Agreement
Email Support
Technical Support
Active Listening
Multitasking
Skills - Workplace X Webflow Template

Tech Stack

Feedback Management
Intercom
Voice over IP (VoIP)
JIRA
Google Workspace
Slack
Portfolio - Workplace X Webflow Template

Industries

Video Production
Cybersecurity
Quarrying
Portfolio - Workplace X Webflow Template

Hiring Costs

60000
yearly U.S. wage
35.58173077
hourly U.S. wage
24000
yearly with Vintti
11.54
hourly with Vintti

Salaries shown are estimates. Actual savings may be even greater. Please schedule a consultation to receive detailed information tailored to your needs.

Seniorities of a CRM Support Specialist

Junior

Semi-senior

Senior

Manager

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