CRM Coordinator

CRM Coordinator

Remote Based (With travel when required)

Permanent

The CRM Co‑Ordinator role supports the day‑to‑day operation, configuration, and adoption of the CRM platform.

This role is hands‑on and delivery‑focused, working closely with the CRM platform owner to ensure data quality, user support, and smooth operation of the CRM system.

Key Responsibilities

• Support the day‑to‑day operation of the CRM platform (Sugar / Suite)
• Assist with configuration of CRM fields, layouts, and user settings
• Help maintain data quality and integrity
• Create and maintain reports, lists, and basic dashboards
• Support client take‑on forms, workflows, and templates
• Assist with PDF, email, and SMS templates
• Provide first‑line user support and training assistance
• Support CRM initiatives and roll‑outs