![Anna Nguyen](https://images.glints.com/unsafe/0x0/glints-dashboard.s3.amazonaws.com/profile-picture-default/9.jpg)
Anna Nguyen
Job description
- Establish workflows for data capture while always ensuring data integrity.
- Enable CRM workflow automation and minimize basic transactional tasks.
- Drive CRM configuration design innovation by exploring, understanding, explaining, and implementing the CRM functional potential.
- Understand business dynamics and set-up insightful and structured reporting dashboards within the CRM functionalities in alignment with the management guidelines.
- Provide support & guidance to colleagues and customers that use the CRM software, including support to the training team.
- Ensure clear and referenceable configuration documentation.
- Troubleshooting user or software errors that inhibit the efficiency of the interaction between people and technology in deeply technical issues.
- Meeting with teams to help them analyze business trends.
- Work with team members to solve the big impact issues.
- Monitor daily data feed, and verify the accuracy of customer data.
- Drive consistent usage of CRM system and adherence to sales processes.
- Lead communication for platform and process changes.
- Organize and hold training sessions on processes for all roles to increase efficiency of usage.
- Escalate reoccurring technical issues to the relevant support teams.
- Troubleshooting software or user errors that inhibit the efficiency of the interaction between people and technology. Ability to assist in trouble shooting of ad hoc issues.
- Attention to detail, to manage the integrity of the CRM data.
- Create documentation on case resolution in order to facilitate knowledge sharing with team members.
- Must be able to work independently and be team-oriented, reliable, and dependable.
- Experience with HubSpot/ Creatio or similar marketing automation system is plus.
- Ability to think critically, identify solutions and deliver recommendations based on data and analysis.
- Patience when handling difficult user cases.
- Basic English communication skills. (TOEIC 500, WSE level 9/20 or equivalent English levels)
Job Requirements
1 - 3 years of experience
Minimum College Degree
Skills
HubSpot
Salesforce
CRM