CRM Configuration Specialist/Trainer

ey Responsibilities:

CRM Configuration &; Support:

Configure CRM system settings, fields, workflows, dashboards, user roles, and access controls.

Collaborate with stakeholders to gather and analyze business requirements.

Customize CRM modules to align with business processes and best practices.

Conduct system testing and troubleshoot technical issues or bugs.

Coordinate with vendors or internal developers for advanced customization or integration tasks.

Maintain system documentation, including change logs and configuration records.

Training & User Support:

Design, develop, and deliver comprehensive CRM training programs for users across departments.

Create and share project training plan prior to the commencement of training

Create and share a project training report at the end of the training

Create user manuals, training materials, video tutorials, and job aids.

Provide one-on-one and group training sessions, both in-person and virtually.

Serve as the first point of contact for user support and guidance on CRM usage.

Collect feedback from users and recommend improvements in system use or configuration.

Required Skills &; Qualifications:

Degree in Information Technology, Business, Computer Science or related field.

Strong understanding of CRM processes (sales, marketing, service).

Excellent communication and presentation skills.

Ability to translate technical concepts into user-friendly language.

Proficient in documentation and training content creation.

Preferred Qualifications:

CRM certification (e.g., Salesforce Admin, Dynamics 365 Functional Consultant).

Experience with data migration, reporting, or CRM integrations.

Familiarity with change management and user adoption strategies.

2+ years of experience

Industries:Professional Training & Coaching

Function: Web Development