CRM Administrator: responsibilities, education, skills and career path

Administers CRM platforms, data, users and configuration.

Entry

Intermediate

Coding

Low

Key skills

CRM administrationConfiguration & workflowsReports & dashboardsUser & security management

Common progression

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Career overview

The CRM Administrator runs CRM platforms (Salesforce, Dynamics, HubSpot): user management, configuration, workflows, data quality, reports and security. They support users and roll out improvements. The role leads to CRM Consultant, Salesforce Administrator or IT Operations Manager.

Main responsibilities

Administer CRM platforms and data
Configure and customise ERP modules
Manage user accounts, groups and access rights
Receive, qualify and triage incoming user incidents
Document every action in the ticketing tool
Write and maintain knowledge base articles
Keep technical documentation up to date
Coordinate with software vendors and third parties
Prepare and execute change requests in production
Prioritise work and manage competing demands

Technical skills

CRM administration85%

Configuration & workflows82%

Data quality78%

Reports & dashboards80%

User & security management80%

Documentation75%

User support78%

Vendor coordination70%

Technologies

SalesforceMicrosoft DynamicsHubSpotZohoExcelSQLPower BIJiraConfluenceTeamsSharePointPowerPointM365OutlookWordSlackData Loader

Education level

Education requirements vary depending on the company, country and experience. Professional experience, certifications and technical skills can sometimes compensate for formal education.

High School / Bac

Less common

Bac+2 (2-year degree)

Common entry point

Bac+3 (Bachelor)

Common entry point

Bac+5 (Master / Engineering)

Common entry point