CRM and Database Manager
总结：CRM 和数据库管理员将负责建立一个在线 CRM 系统，为位于澳大利亚的金融经纪商及贷款业务创建，集成和管理全面的数据库。该职位包括量化和验证现有数据库中的联系人，接触目标公司和关键个人，并通过电子邮件和短信来管理针对性营销活动的数据。请注意：该职能的一个基本功能应包括定期与澳大利亚内的公司和个人进行直接电话通信。申请人应以自信和吸引人的电话方式代表公司作为其品牌大使。关键责任：1.CRM 系统设置与管理：○研究并选择合适的 CRM 平台。○根据业务要求配置 CRM 系统。○定制领先管理，客户跟踪和报告功能。○为商业合作伙伴和员工提供培训和支持。2.数据库创建，集成和管理：○设计一个支持高效存储和检索数据的数据库结构。○将现有数据源集成到 CRM 系统中。○ 通过定期更新和质量检查保持数据完整性。3. 数据验证和更新：○ 从现有数据库中定量化联系人。○ 重新资格并验证联系人详情以确保最新和准确的数据。○ 根据需要定期更新联系信息。4. 新数据采购和推广：○ 识别目标公司，关键个人和业务发展机会。○ 通过电子邮件，电话或社交媒体来接触潜在联系人收集信息。○ 用新的相关联系数据填充 CRM 未来推广。5. 营销活动准备：○ 基于各种标准 （行业，地点，兴趣）分类联系人。○ 通过电子邮件和短信准备和管理目标营销活动。○ 追踪和报告营销活动的成功情况。6.持续客户服务和支持：○ 响应客户询问并根据需要提供支持。○处理安排，文件管理和记录等行政任务。7. 报告和分析：○ 对 CRM 使用，数据库增长和营销活动绩效进行报告。○ 分析数据以确定趋势和改善领域。8. 连续 Im
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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
Originally posted on Himalayas