CRM & Tech Support Administrator

at  David Kennedy Recruitment

David Kennedy Recruitment is working with a young financial/FX company led by a management team with over 20 years of experience. Their mission is to simplify trading complexities and deliver excellence to clients across multiple continents and countries.
Position: CRM & Tech Support Administrator
Location: Remote from anywhere in the world
Employment type: Service Agreement/Self-employment (no Employment contract option available)
Remuneration: Fixed monthly payment

REQUIREMENTS:

• Minimum 1+ year of experience as a CRM administrator or similar role
• Prior experience in the CFDs/FX/iGaming or similar sector and field is a necessity
• Excellent command of English language
• Demonstrated proficiency with a leading CRM platform (e.g., Salesforce, HubSpot)
• Strong understanding of CRM best practices and data management principles
• Strong understanding of computers and basic troubleshooting techniques
• Excellent organizational and communication skills.

• Manage and maintain the company’s CRM system, ensuring optimal functionality and data integrity
• Configure and customize system settings based on user needs and business requirements
• Create and maintain user profiles and manage access permissions
• Generate reports and analyze data to provide insights into client behavior and trends
• Provide ongoing training and support to users on CRM functionalities
• Provide prompt and courteous technical support to clients, troubleshooting and resolving issues related to the trading platform, account management, and other functionalities
• Communicate effectively with clients to understand their issues and provide clearsolutions
• Document and escalate complex issues to the appropriate technical team members
• Maintain and update knowledge base articles and FAQs
• Stay up-to-date on company products and services.