CRM Administrator

Description

Position Summary:

The CRM Administrator will be responsible for ensuring the system supports sales, marketing, and customer service processes efficiently. This role requires technical expertise, business insight, and strong problem-solving skills to maintain data integrity, streamline workflows, and drive user adoption.

This position is at our Ft. Wright, Kentucky office. You must live in the greater Cincinnati/NKY area to be in office.


Primary Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Other duties may be assigned.

• Administer the CRM system (Zoho), including user setup, permissions, configurations, and workflows

• Maintain data integrity through regular audits, de-duplication, and data cleansing processes

Develop, test, and deploy customizations, workflows, and automations within Zoho CRM.

• Create and maintain dashboards, reports, and analytics to support decision-making across teams

• Train and support end users, providing guidance, documentation, and troubleshooting to ensure adoption

• Collaborate with sales, marketing, and customer service teams to optimize Zoho CRM processes

• Monitor system performance, recommend improvements, and implement updates

• Stay current on Zoho CRM updates, best practices, and new features to advise leadership on system enhancements

PERFORMANCE FACTORS: The performance factors described here are core abilities that will contribute to the incumbent successfully carrying out the assigned duties and responsibilities of this position and meeting the performance objectives of the key accountabilities.

• Self-Management: The ability to prioritize and complete tasks to deliver desired outcomes within allotted time frames. Independently pursues business objectives in an organized and efficient manner; prioritizes activities as necessary to meet job responsibilities; maintains required level of activity toward achieving goals without direct supervision; minimizes workflow disruptions and timewasters to complete high-quality work within a specified time frame.

• Problem Solving : The ability to identify key components of a problem to formulate a solution or solutions. Analyzes all data related to a problem; divides complex issues into simpler components to achieve clarity; selects the best options available to solve specific problems; applies all relevant resources to implement suitable solutions.
• Learning : Proactively seeks new knowledge and understanding of relevant regulations and laws.
• Flexibility: The ability to readily modify, respond to and integrate change with minimal personal resistance. Adapts effectively to changing plans and priorities; demonstrates the capacity to handle multiple tasks at one time; deals comfortably with ambiguity; adjusts preset plans as necessary with minimal resistance
• Diplomacy and Tact/ Empathetic Outlook: The ability to treat others fairly, regardless of personal biases or beliefs. Maintains positive relationships with others through treating them fairly; demonstrates respect for others; understands and values differences between people; respects diversity in race, national origin, religion, gender, lifestyle, age, and disability.
• Teamwork: The ability to cooperate with others to meet objectives. Discards personal agenda to cooperate with other team members in meeting objectives; contributes positively and productively to team projects; builds and sustains a trust relationship with each member of the team; supports other team members and team decisions.

Required Skills & Qualifications

• Bachelor's degree in business, IT, or related field, or equivalent experience

• Proven experience as a CRM Administrator, preferably with Zoho CRM

• Experience with other CRM systems (Salesforce, HubSpot, Microsoft Dynamics) is a strong plus

• Strong understanding of CRM workflows, automation, and data management

• Proficiency in generating reports, dashboards, and analytics

• Excellent problem-solving and organizational skills with strong attention to detail

• Effective communication and interpersonal skills to work with cross-functional teams

Preferred Qualifications

• Zoho CRM certification or equivalent
• Experience with CRM integrations, APIs, and third-party automation tools
• Knowledge of business process mapping and optimization

What We Offer

• Opportunity to work in a collaborative and innovative environment
• Professional development and training opportunities
• Competitive salary and benefits package

Join our team and help us leverage Zoho CRM to improve processes, empower our teams, and drive business growth.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

The position is considered to have light physical demands that require the incumbent to communicate orally, hear at a conversational level and perform job tasks requiring the use of a telephone, fax, and computer.

While performing the duties of this job, the employee will be required to continuously (67 to 100% time on job) perform keying functions, grasp and pinch to write. The employee frequently (80% time on job) will be required to stand, walk, and sit. Occasionally (20% time on job), the employee will be required to reach out, twist and stoop. In rare instances the employee will be required to kneel, squat, climb a ladder and crawl.

The lifting and carrying requirements of the job require the employee to frequently (34-66% of the time) lift and carry up to 20 pounds and occasionally lift and carry up to 35 pounds.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

The incumbent will constantly work (more than 75% time on job) indoors in an office environment.