CRM Support Manager

At Vintti, we specialize in providing US businesses with staffing solutions that feel local. By connecting companies with Latin American professionals operating in compatible time zones, we ensure that work schedules align naturally with US business hours. This temporal harmony facilitates immediate response times, efficient project management, and a cohesive team dynamic regardless of physical location.

A CRM Support Manager plays a crucial role in ensuring the efficiency and effectiveness of customer relationship management systems within an organization. This position involves overseeing the daily operations of CRM platforms, providing technical support to end-users, and ensuring data integrity. Additionally, the CRM Support Manager collaborates with various departments to optimize system usage, develop best practices, and drive user adoption. By bridging the gap between IT and business goals, they help to enhance customer interactions, streamline processes, and support the company's overall growth objectives.

- Bachelor’s degree in Information Technology, Business Administration, or a related field
- Minimum of 3-5 years of experience in CRM support or management
- Extensive knowledge of CRM systems, preferably Salesforce, Microsoft Dynamics, or HubSpot
- Proficiency in data management, analysis, and reporting
- Strong problem-solving and troubleshooting skills
- Excellent communication and interpersonal skills
- Experience with CRM customization and configuration
- Familiarity with CRM integrations with other business systems
- Ability to conduct user training and create training materials
- Project management experience
- Strong attention to detail and data integrity
- Ability to work independently and in a team environment
- Knowledge of CRM best practices and latest industry trends
- Experience in developing and enforcing usage policies and procedures
- Strong organizational and time management skills
- Technical proficiency with CRM software and related tools
- Demonstrable experience in managing user access and permissions within a CRM
- Ability to handle data imports, exports, and migrations
- Experience working with cross-functional teams to implement CRM enhancements
- Capable of generating and analyzing detailed CRM usage and performance reports
- Proven track record of responding to and resolving customer inquiries efficiently and effectively

- Respond to and resolve customer inquiries related to the CRM system
- Conduct regular CRM system audits for data integrity and quality
- Provide training and support for CRM users
- Collaborate with teams to gather requirements for CRM enhancements
- Monitor and troubleshoot CRM system performance
- Customize CRM features and workflows to meet business needs
- Create and maintain CRM process and procedure documentation
- Generate and analyze CRM usage and effectiveness reports
- Conduct data imports, exports, and migrations
- Coordinate with CRM vendors for support and updates
- Stay informed on CRM best practices and trends
- Manage CRM user access and permissions
- Develop and enforce CRM usage policies and procedures
- Ensure CRM integration with other business systems
- Lead CRM projects, implementations, and upgrades
- Track and report CRM-related KPIs
- Facilitate stakeholder meetings to review CRM performance and feedback
- Recommend process improvements based on feedback and system performance
- Test and validate new CRM features before deployment
- Develop and distribute CRM training materials and user guides

The ideal candidate for the CRM Support Manager role is a highly analytical and detail-oriented professional with a Bachelor's degree in Information Technology, Business Administration, or a related field, and a minimum of 3-5 years of experience in CRM support or management. They possess extensive knowledge of leading CRM systems such as Salesforce, Microsoft Dynamics, or HubSpot, coupled with strong technical proficiency, including CRM customization, configuration, and integration with other business systems. Known for their excellent communication and interpersonal skills, they are adept at conducting user training, developing comprehensive training materials, and providing exceptional customer service. A proactive problem solver, they thrive under pressure and are adept at troubleshooting complex issues and ensuring data integrity through regular system audits. Demonstrating strong organizational and time management abilities, they efficiently manage multiple tasks and projects simultaneously while maintaining a customer-centric approach focused on user satisfaction. Their experience in project management is complemented by their ability to lead CRM-related initiatives and enhancements collaboratively with cross-functional teams. The ideal candidate is self-motivated, reliable, and possesses a high level of integrity, consistently staying current with industry trends and best practices to drive continuous improvement. They are an innovative thinker with a keen understanding of business processes and CRM applications, dedicated to delivering effective solutions and fostering a positive impact on the organization.

- Respond to and resolve customer inquiries and issues related to the CRM system in a timely and efficient manner
- Conduct regular system audits to ensure data integrity and quality
- Provide user training and support for CRM-related processes and functionalities
- Collaborate with cross-functional teams to gather requirements and implement CRM enhancements
- Monitor system performance and troubleshoot any technical problems
- Customize and configure CRM features and workflows to meet business needs
- Create and maintain detailed documentation for CRM processes and procedures
- Generate and analyze reports to provide insights on system usage and effectiveness
- Conduct regular data imports, exports, and migrations as needed
- Coordinate with CRM vendors and third-party providers for support and system updates
- Stay updated on CRM best practices, trends, and new features
- Manage user access and permissions within the CRM system
- Assist in the development and enforcement of CRM usage policies and procedures
- Ensure seamless integration of CRM with other business systems and platforms
- Lead CRM-related projects and initiatives, including implementations and upgrades
- Track and report on key performance indicators (KPIs) related to CRM usage and impact
- Facilitate regular meetings with stakeholders to review CRM performance and gather feedback
- Provide recommendations for process improvements based on user feedback and system performance
- Test and validate new CRM features and functionalities before deployment
- Develop and distribute training materials and user guides for CRM users

- Highly analytical and detail-oriented
- Proactive problem solver with a solution-oriented mindset
- Effective communicator with strong interpersonal skills
- Strong technical aptitude and ability to learn new systems quickly
- Excellent organizational and time management abilities
- Customer-centric approach with a focus on user satisfaction
- Adaptable and able to manage multiple tasks simultaneously
- Team player with strong collaborative skills
- Self-motivated and able to work independently
- Strong project management skills
- Demonstrable leadership qualities
- Innovative thinker with a continuous improvement mindset
- Reliable and trustworthy with a high level of integrity
- Ability to remain calm under pressure and handle challenging situations effectively
- Strong aptitude for data management and analysis
- Persistent and thorough in identifying and resolving system issues
- Keen understanding of business processes and CRM applications
- Enthusiastic about staying current with industry trends and best practices

- Competitive salary range: $70,000 - $90,000 annually
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off (PTO) and holiday pay
- Flexible work schedule and remote work options
- Professional development and training opportunities
- Employee wellness programs
- Life and disability insurance
- Employee assistance program (EAP)
- Performance bonuses and incentive programs
- Tuition reimbursement for relevant courses
- Team-building activities and company events
- Access to the latest CRM technologies and tools
- Opportunities for career growth and advancement
- Collaborative and innovative work environment
- Recognition and rewards programs