CRM Assistant - LMA : Job Details

CRM Assistant

LMA

Job Location : London, UK

Posted on : 10/09/2024 - Valid Till : 22/10/2024

Job Description :

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Core Accountabilities:
  • Provide administrative support to the CRM Team, including mailbox management, data processing and organising training events and meetings as required.
  • Contribute to maintaining and continuously improving the CRM system and associated documentation.
  • Support the CRM Team in the achievement of the priorities and objectives, including the rollout of CRM to the whole organisation.
  • Support the team in the delivery of its objectives, demonstrating a 'can do' attitude and a flexible and resourceful approach.
  • Model the values and work in accordance with equalities, diversity and inclusion, health and safety, and environmental policies.
  • Undertake any other duties and responsibilities appropriate to the post.
    • Specific Accountabilities:
  • Actively maintain and monitor the support mailbox and ensure timely response to queries, including referring enquiries as appropriate.
  • Implement best practices to streamline email management and improve overall customer experience.
  • Organise and support meetings and training events with colleagues and teams; and, where appropriate, external meetings and events.
  • Support the team to maintain and improve CRM data quality.
  • Assist the team with onboarding new teams and staff, including data cleansing and processing.
  • Contribute to user acceptance testing during implementation of new system enhancements.
  • Assist in maintaining documentation and version control on new projects and continuous improvements made to CRM systems.
  • Undertake any other reasonable duties as may be required commensurate with the level of the post.

    • Person Specification: CRM AssistantKnowledge and Experience
    • Experience in Microsoft Dynamics 365 or any other similar CRM systems.
    • Proficiency in MS Excel, Power Query, or other similar software package to manipulate and standardise data.
    • Experience in the use of a range of software packages including Word and PowerPoint (or similar software), email and the internet.
    • Experience in the collation and maintenance of information and presenting information in reports or spreadsheets.
    • Experience in a customer support or helpdesk role, preferably with experience in email support.
    • Experience in organising and supporting with meetings/training events.
    Skills and Abilities
    • Good oral and written communication skills.
    • Good organisational skills with an ability to manage own workload and priorities to meet deadlines and respond to changing priorities.
    • Proven ability to multitask.
    • Able to prioritise work against competing and challenging demands to meet deadlines.
    • Excellent interpersonal skills, including the ability to deal with face-to-face, telephone and email enquiries in a courteous and patient manner, providing a high level of customer care.
    • Ability to exercise discretion and confidentiality.
    • Ability to follow clear directions.
    • Ability to produce work of a high standard with a high level of attention to detail.
    • A positive 'can-do' attitude
    • Demonstrate a keenness to learn and take direction

    Salary : 15 - 16

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