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Uniquely Different
CRM Support Specialist
Location
United States
Posted
109 days ago
Salary
0
Seniority
Senior
Job Description
CRM Support Specialist
Stafford Communications Group
• Partner with internal and external stakeholders to provide general CRM system support and guidance • Create tickets in the client’s CRM for internal and external stakeholders to report and resolve issues • Submit CRM user access, including licenses and de-activation requests • Run daily fulfillment reporting including reviewing fulfillment requests, such as check approvals and handling exceptions • Create and update email and letter templates for agents • Tag and un-tag cases for legal purposes, as needed • Support the client with system testing, creating test scenarios, and troubleshooting and report on results • Troubleshoot common CRM system issues for agents and escalate to proper stakeholders as necessary • Collaborate with client and management to ensure the agent knowledgebase is up to date • Proactively monitor team performance through the creation and ongoing maintenance of reports and dashboards in consultation with management
Job Requirements
- Experience with CRM systems (Salesforce, ServiceNow, or Exterro preferred)
- Experience with S-Docs is an asset, but not required
- Proficiency with Microsoft Office 365, including Word, Excel, PowerPoint, and other programs
- Knowledge of general business practices related to customer service
- Strong business acumen with the ability to understand client needs and contribute to service success
- A highly organized work style with the ability to multitask and prioritize work in a remote environment
Benefits
- N/A
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