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CRM and Database Manager

Remote: 
Full Remote
Contract: 
Full time
Work from: 
Canada

Offer summary

Qualifications:

Bachelor's degree in Business Administration, Information Technology or related field, 2-3 years experience in CRM management, database admin, and customer service.

Key responsabilities:

  • Set up and manage an online CRM system
  • Create and manage a comprehensive database
  • Quantify and validate contacts, reach out to target companies
  • Prepare and manage targeted marketing campaigns
  • Handle customer service, reporting, and continuous improvement
Easy Outsource logo
Easy Outsource Startup https://www.easy-outsource.com
11 - 50 Employees
About Easy Outsource
As a business owner, there comes a time when you’re faced with a chicken or egg situation.Your business is growing fast, so your need for talent is increasing. But finding, training, and managing new people requires time.Time you don’t have, because you’re busy with the onslaught of new work.So you try to hire more but your team can’t find people you need fast enough.Worst of all… you’ve tried delegating & even outsourcing before and it didn’t work. It’s hard to find people to mesh with your team, and it’s even harder to manage them remotely.As an outsourcing company, our goal isn’t just to find you workers. We’ll find you that perfect match.Because unlike other outsourcing companies, Recruitment is in our DNA. With a combined 47 years of experience recruiting for finance, tech, marketing, SaaS, & the healthcare sector, EasyOutsource partners with fast-growing companies to provide diverse, & top-notch talent not just in North America but worldwide.Our easy Triple-C formula of Caliber talent, Client-focused approach, & Cost-effective service solves the hassle of finding talented remote workers.So if you want to> Hire at scale, while keeping costs low> Find specialized skills too expensive in your area> Stay innovative with a diverse team> Find remote workers sans the challenges of managing themApply for a consultation with one of our talent experts:https://www.easy-outsource.com/Let’s see if we’re a good fit. We’ll ask questions about your business — your goals, challenges, & hiring requirements.Our experts will explain our criteria in matching offshore talent with different businesses, & answer questions you may have. The goal is to understand your goals and management style to see if we can collaborate.After that, they’ll go back to our team with your requested talent profile so we can start sourcing a candidate.If you’re ready for new team members at half the cost (& headaches), let’s talk https://www.easy-outsource.com/
See more Easy Outsource offers

Job description

This is a remote position.

Overview: The CRM And Database Manager will be responsible for setting up an online CRM system,  creating, integrating, and managing a comprehensive database for an Australian-based Finance Broking  and Lending business operating within the Liberty Financial franchise network. This role involves  quantifying and validating contacts from existing databases, reaching out to target companies and key  individuals, and managing the data for targeted marketing campaigns via email and SMS. Please note: an essential function of this role shall include direct telephone communications with companies and  individuals within Australia on a regular basis. Candidates should have a confident and engaging  telephone manner as they will be representing the company as its brand ambassador. 

Key Responsibilities: 

1. 

CRM System Setup and Management: 

○ Research and select an appropriate CRM platform. 

○ Configure the CRM system according to business requirements. 

○ Customize features for lead management, customer tracking, and reporting. ○ Provide training and support to the business partners and staff. 

2. 

Database Creation, Integration, and Management: 

○ Design a database structure that supports efficient data storage and retrieval. ○ Integrate existing data sources into the CRM system. 

○ Maintain data integrity through regular updates and quality checks. 

3. 

Data Validation and Updating: 

○ Quantify contacts from existing databases. 

○ Requalify and validate contact details to ensure current and accurate data. ○ Regularly update contact information as needed. 

4. 

New Data Acquisition and Outreach: 

○ Identify target companies, key individuals, and business development opportunities. ○ 

Reach out to potential contacts through email, phone, or social media to gather  information. 

○ Populate the CRM with new, relevant contact data for future outreach. 5. 

Marketing Campaign Preparation: 

○ Segment contacts based on various criteria (industry, location, interest). ○ Prepare and manage targeted marketing campaigns using email and SMS. ○ Track and report on the success of marketing campaigns. 

6. 

Ongoing Customer Service and Support: 

○ Respond to customer inquiries and provide support as needed. 

○ 

Handle administrative tasks such as scheduling, document management, and record  keeping. 

7. 

Reporting and Analysis: 

○ Generate reports on CRM usage, database growth, and marketing campaign performance. ○ Analyze data to identify trends and areas for improvement. 

8. 

Continuous Improvement: 

○ Stay updated on CRM and database management best practices. 

○ Propose and implement enhancements to systems and processes. 

 AHBA Business Strategy Page 1 

Example of weekly duties and deliverables: 

• 

Monday: 

○ Review and prioritize tasks for the week. 

○ Begin quantifying and validating contacts from existing databases. 

• 

Tuesday: 

○ Continue data validation and update contact details. 

○ Start outreach to target companies and individuals. 

• 

Wednesday: 

○ Focus on data acquisition and entry into the CRM system. 

○ Begin preparation for targeted marketing campaigns. 

• 

Thursday: 

○ Finalize data validation and ensure all updates are reflected in the CRM. ○ Continue outreach efforts and data entry. 

• 

Friday: 

○ 

Generate and review weekly reports on CRM data, outreach progress, and campaign  planning. 

○ Provide updates and feedback to the business partners. 

• 

Ongoing: 

○ Monitor and respond to customer inquiries and provide administrative support. ○ Maintain and update the CRM system as needed. 

○ Prepare for the following week's tasks and goals. 

Qualifications: 

• 

Education: Bachelor's degree in Business Administration, Information Technology, or a related  field. 

• 

Experience: At least 2-3 years in CRM management, database administration, and customer  service. 

• 

Skills: 

○ Proficient in CRM systems (e.g., Salesforce, HubSpot, Zoho CRM). 

○ Strong data management and analytical skills. 

○ Excellent communication and customer service abilities. 

○ Proficient in MS Office Suite and marketing tools. 

• Language: Fluent in English, both written and spoken. 

Additional Information: 

• 

Working Hours: Flexible, but must align with Australian business hours for meetings and  coordination. 

• Remote Work: Requires a reliable internet connection and a suitable home office setup.  AHBA Business

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.
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