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CRM Assistant
Posted 11 days 15 hours ago by LMA
£15 - £16 Hourly
Permanent
Not Specified
Other
London, United Kingdom
Job Description
.
Core Accountabilities:- Provide administrative support to the CRM Team, including mailbox management, data processing and organising training events and meetings as required.
- Contribute to maintaining and continuously improving the CRM system and associated documentation.
- Support the CRM Team in the achievement of the priorities and objectives, including the rollout of CRM to the whole organisation.
- Support the team in the delivery of its objectives, demonstrating a 'can do' attitude and a flexible and resourceful approach.
- Model the values and work in accordance with equalities, diversity and inclusion, health and safety, and environmental policies.
- Undertake any other duties and responsibilities appropriate to the post.
- Actively maintain and monitor the support mailbox and ensure timely response to queries, including referring enquiries as appropriate.
- Implement best practices to streamline email management and improve overall customer experience.
- Organise and support meetings and training events with colleagues and teams; and, where appropriate, external meetings and events.
- Support the team to maintain and improve CRM data quality.
- Assist the team with onboarding new teams and staff, including data cleansing and processing.
- Contribute to user acceptance testing during implementation of new system enhancements.
- Assist in maintaining documentation and version control on new projects and continuous improvements made to CRM systems.
- Undertake any other reasonable duties as may be required commensurate with the level of the post.
- Experience in Microsoft Dynamics 365 or any other similar CRM systems.
- Proficiency in MS Excel, Power Query, or other similar software package to manipulate and standardise data.
- Experience in the use of a range of software packages including Word and PowerPoint (or similar software), email and the internet.
- Experience in the collation and maintenance of information and presenting information in reports or spreadsheets.
- Experience in a customer support or helpdesk role, preferably with experience in email support.
- Experience in organising and supporting with meetings/training events.
- Good oral and written communication skills.
- Good organisational skills with an ability to manage own workload and priorities to meet deadlines and respond to changing priorities.
- Proven ability to multitask.
- Able to prioritise work against competing and challenging demands to meet deadlines.
- Excellent interpersonal skills, including the ability to deal with face-to-face, telephone and email enquiries in a courteous and patient manner, providing a high level of customer care.
- Ability to exercise discretion and confidentiality.
- Ability to follow clear directions.
- Ability to produce work of a high standard with a high level of attention to detail.
- A positive 'can-do' attitude
- Demonstrate a keenness to learn and take direction
LMA
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