Job description
CRM Administrator & Business Analyst
To support the management team with their Housing Property Maintenance CRM information and operational performance needs. This includes producing reporting dashboards, periodic operational activity reports and monitoring KPIs etc. Delivering regular analysis and insights to support business performance improvement.
Responsibilities
* Develop the Housing Property Maintenance CRM system (EasyBOP) to provide optimum business information.
* Implement changes to the CRM system through customisation and configuration as business needs vary over time.
* Troubleshoot and resolve CRM issues.
* Train and support end-users of the CRM system to understand how to use the system including inputing and extracting information.
* Take ownership of the data quality and reporting from the CRM system.
* Provide day to day support to the external Business Systems Consultant for the integration and ongoing use of EasyBOP with customer’s own CRM systems and software applications – Salesforce, Microsoft Dynamics, Coupa, Aareon QL, Keyfax, True Compliance etc.
* Liaise with customers regarding CRM integration and operational performance reporting issues.
* Produce and maintain operational performance dashboards.
* Produce daily, weekly, and monthly operational performance reports within the CRM system or by exporting to Excel etc.
* Produce operational performance KPI reports.
* Extract, clean and analyse data to identify trends, patterns, and opportunities for improvement.
* Interrogate financial performance (cost and value) to provide detailed management reports by activity, job, contract, and customer etc.
* The role and its responsibilities are expected to evolve over time