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CRM & Systems Administrator (AO-14213)

Role overview

Qualifications

  • Practical CRM/database administration experience; HubSpot experience strongly preferred.
  • Strong spreadsheet, data-entry and reporting capability.
  • High attention to data quality, process consistency and documentation.
  • Minimum two years' experience in CRM, database, operations administration or similar work.

Responsibilities

  • Enter, update and maintain required operational records in ExtraView.
  • Monitor incomplete, overdue or inconsistent records and follow up relevant teams for missing information.
  • Prepare recurring ExtraView reports and exception lists for management.
  • Maintain customer, prospect, company and activity data in accordance with approved processes.

Key facts

Hard skills

Other skills

  • Data Reporting
  • Spreadsheets
  • Detail Oriented
  • Trustworthiness
  • Proactivity

About the company

Access Offshoring logo

Access Offshoring

Outsourcing & Offshoring

At Access Offshoring, we connect great talent with great businesses, enabling growth and transforming futures. We provide businesses with convenient high-quality, compliant, cost-effective offshore staffing solutions that are both sustainable and dependable. Our expertise lies in recruiting, sourcing, and managing top-tier talent that aligns with your company culture and objectives

Company details

IndustryOutsourcing & Offshoring
Company size501 - 1000

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Job description

This is a remote position.

KEY RESPONSIBILITIES:
ExtraView Administration
  • Enter, update and maintain required operational records in ExtraView.
  • Monitor incomplete, overdue or inconsistent records and follow up relevant teams for missing information.
  • Perform routine data-quality reviews and maintain agreed naming, status and record standards.
  • Prepare recurring ExtraView reports and exception lists for management.
  • Support approved workflow and administration changes and escalate system issues.
HubSpot Administration & Data Quality
  • Maintain customer, prospect, company and activity data in accordance with approved processes.
  • Identify duplicate, incomplete and inaccurate records and complete approved data-cleaning activities.
  • Support user administration, lists, properties, workflows, reporting and dashboards within delegated permissions.
  • Monitor agreed data-completion standards and follow up outstanding information.
  • Support Sales and Operations teams with approved CRM administration without assuming ownership of their sales or client-management responsibilities.
Reporting & Management Support
  • Prepare weekly and monthly recurring reports from approved systems.
  • Maintain standard dashboards and data extracts used for management reviews.
  • Produce exception reports for overdue actions, missing information and compliance follow-up.
  • Assist management with data preparation for performance reviews and business reporting.

Systems & Document Administration
  • Maintain approved registers, templates, shared records and system documentation.
  • Support administration of JanHub and other nominated business systems where trained and authorised.
  • Assist with proposal/document-system administration where required, including template maintenance.
  • Document repeatable processes and maintain simple system work instructions.
Data Security & Compliance
  • Handle company, customer and franchisee information confidentially and only within approved systems.
  • Follow JAN-PRO privacy, security, access-control and data-retention requirements.
  • Immediately escalate suspected data, access or privacy issues.


Requirements

  • Practical CRM/database administration experience; HubSpot experience strongly preferred.
  • Strong spreadsheet, data-entry and reporting capability.
  • Ability to learn ExtraView and other internal systems quickly.
  • High attention to data quality, process consistency and documentation.
  • Strong written English and confidence following up internal stakeholders remotely.
  • Highly accurate and methodical.
  • Reliable and comfortable with repetitive process work.
  • Proactive in identifying missing or inconsistent data.
  • Able to work independently in a remote environment.
  • Discreet and trustworthy with confidential business information.
  • Minimum two years' experience in CRM, database, operations administration or similar work.
  • Demonstrated experience maintaining business data and recurring reports.
  • Reliable home-office setup and ability to work agreed overlapping Australian business hours.
  • Experience supporting an Australian, New Zealand, UK, US or similar English-speaking business environment is advantageous.


Benefits

Here at Access Offshoring, we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients.

Access Offshoring is dedicated to saving business owners 2,000,000 hours by 2031 and we need your help. Transforming the way businesses operate, we connect great businesses with amazing offshore talent.

We recognise that we often get more done in our own designed workspace, so Access Offshoring offers a complete work from home model. Yep – that’s right, 100% work from home. But wait there’s more.

Here are just some of our benefits:
  • Australian clients and Australian hours (giving you great experience and an early finish!)
  • Work from Home Allowance
  • HMO for you AND a dependent
  • 20 Days Annual Leave and 5 Days Sick L​eave
  • Government Statutory Benefits
  • 13th Month Pay
  • Computer Equipment
  • Opportunities for growth
  • And of course, a competitive salary


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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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