CRM Administrator

Customer Relationship Management Administrator

The Customer Relationship Management Administrator is the primary owner of the company's Customer Relationship Management platform and integrated business intelligence tools. This role is responsible for the end-to-end administration, maintenance, and optimization of the CRM to drive field sales productivity and executive decision-making. By maintaining high standards for data hygiene and integrating EMR systems with Power BI, the Administrator ensures the organization has a "single source of truth" for performance reporting and territory management.

Core Responsibilities

• System Governance: Manage the full user lifecycle, including account creation, role hierarchies, and complex permission sets.
• Data Modeling & Architecture: Design and implement custom objects and fields to track growth-critical KPIs; maintain and update territory models to ensure alignment with organizational structures.
• Integration Oversight: Ensure seamless data flow and hygiene between the CRM and EMR systems, specifically focusing on physician and practice alignment.
• Analytics & Reporting: Partner with leadership to build actionable Power BI dashboards and CRM reports that translate raw data into sales insights.
• Optimization & Support: Act as the primary technical point of contact for field teams; troubleshoot workflow automation and resolve complex system bottlenecks.
• Audit & Compliance: Develop and execute audit processes for user licenses and data integrity to ensure cost optimization and reporting accuracy.

Qualifications

Required:

• Experience: 2–4 years of CRM administration (Salesforce or equivalent) in a healthcare or commercial environment.
• Certification: CRM Administrator Certification (e.g., Salesforce Certified Admin).
• Technical Skills: Expert-level knowledge of user roles, sharing rules, and profiles; proficiency in data management tools.
• Communication: Proven ability to simplify technical concepts for non-technical field stakeholders and leadership.

Preferred:

• BI Tools: Advanced experience with Power BI or similar data visualization platforms.
• Industry Knowledge: Familiarity with EMR systems, healthcare life sciences, or medical device data.
• Advanced Logic: Expertise in territory management and complex workflow automation.

Key Competencies

• Analytical Rigor: High attention to detail regarding data accuracy and "clean" reporting.
• Problem Solving: Ability to identify root causes in system errors and implement scalable solutions.
• Collaboration: A "business partner" mindset to drive user adoption across sales and marketing teams.

The demands of this role necessitate a team member to effectively perform essential functions. Adaptations can be made to accommodate team members with disabilities. Regular standing, walking, and manual dexterity are fundamental, along with the ability to lift and move objects up to 25 pounds. Visual acuity requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. This description provides a general overview and may vary by role and department, capturing the nuanced demands and conditions inherent to positions in our organization.

At Compassus, diversity, equity, and inclusion are fundamental to our Pillars of Success. We are committed to creating a fair work environment where our team members feel welcomed, highly valued, and respected. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.