Customer Relationship Management (CRM) System Administrator

Position Summary: The Customer Relationship Management (CRM) System Administrator is responsible for managing and optimizing our CRM platform. This professional has a thorough understanding of the architecture and configuration of workflows to ensure the system is configured to optimize user experience and efficiency. The CRM Administrator collaborates with cross-functional teams to ensure seamless system functionality, data integrity, and user support. This role is eligible for hybrid work from home opportunity under the work from home guidelines two days in the office three days WFH per week upon completion of onboarding.

Essential Functions:

• CRM Administration




• Configure and maintain CRM modules, workflows, and custom objects.
• Collaborate with business stakeholders to gather requirements and implement solutions.
• Manage CRM integrations with other systems and third-party applications.
• Develop and maintain custom reports and dashboards to provide insights into CRM data.
• Monitor system performance, troubleshoot issues, and provide timely resolutions.
• Assist with user training and support for CRM-related inquiries.
• Stay updated on industry trends and best practices in CRM administration.




• Data Management




• Ensure data accuracy, consistency, and integrity across the CRM platform.
• Perform data imports, exports, and data validation as needed.
• Monitor data storage limits and optimize data storage usage.




• System Enhancements




• Participate in system upgrades, releases, and enhancements.
• Evaluate new features and recommend improvements.
• Work closely with IT and business units to implement enhancements.




• Understand and adhere to all bank policies, laws, and regulations applicable to the role. Complete compliance training, and follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Perform other job-related duties or special projects as assigned.

Qualifications:

• Bachelor's degree in Information Technology, related field, or comparable work experience.
• 3-5 years of experience in CRM administration.
• Proficiency in configuring workflows and custom objects
• Strong understanding of database concepts and principles.
• Understanding of agile methodologies
• Proficient knowledge of Microsoft Office products
• Valid Nebraska driver's license.

Preferred Talents:

• Adaptability and flexibility in a dynamic, fast paced environment

• Strong problem-solving skills and attention to detail.
• Excellent communication (verbal and written) and collaboration abilities
• Organized
• Project motivated
• Independent with a team orientation
• Time efficient in managing multiple projects
• Excellent customer service and interpersonal skills

Working Environment:

Sedentary work - occasionally lifting and/or carrying up to 25 lbs.

Indoor work - not exposed to outside elements and hazards.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.