Customer Relationship Management Administrator

This position will be responsible for the day-to-day management of our corporate CRM system

(Followup CRM). The CRM system is shared across many divisions in North America. The CRM is a

crucial part of our business development, project pipeline and estimating logs. It is also accessed

for analytical data in M&A.

This role ensures data accuracy, user support, and system evolution in collaboration with our CRM

software provider. The CRM System Administrator will play a pivotal role in onboarding new users, integrating acquired companies [into the CRM], and driving consistent adoption across divisions.

Key Responsibilities

Data Management

Periodically vet, scrub, and reconcile CRM data to maintain accuracy and consistency.

Align and integrate data from newly acquired companies into the corporate CRM.

User Administration

Maintain and manage user accounts, permissions, and access levels.

Ensure onboarding and training programs are completed by new users.

Provide ongoing support to users and department leaders to ensure proper procedural use.

Responsible for maintaining proper entry and maintenance of companies and owners.

System Development & Collaboration

Coordinate data requirements from our Finance, Accounting and M&A teams.

Partner with the CRM software provider to enhance system functionality, reporting, and customization.

Gather feedback from users and communicate system improvement needs to the provider.

Develop and implement integration plans for acquired companies, including data alignment, reconciliation, and training.

Training & Adoption

Facilitate onboarding sessions and refresher training for employees across divisions.

Serve as the primary point of contact for CRM-related inquiries and troubleshooting.

Promote best practices to maximize CRM adoption and value across the organization.

Qualifications

Organized and attentive to details.

Bachelor's degree in Business, Information Systems, or related field preferred.

3+ years of experience in CRM administration, customer support, or data management.

Success in change management and cross-functional collaboration.

Strong technical aptitude with the ability to quickly learn and adapt to new software.

Excellent communication, problem-solving, and organizational skills.

Experience with mergers and acquisitions integration is a plus.

Prior experience in construction or related industries is advantageous but not required.