SPECIALIST, CRM & REPORTING

Job Purpose

Responsible for managing the CRM system, ensuring data accuracy, generating sales reports, building Power BI dashboards, and delivering data-driven insights to support sales and marketing performance.

Key Accountability Areas

Data Management & CRM Maintenance
• Manage and update customer and lead data in the CRM system.
• Handle data entry, uploads, exports, and ongoing CRM maintenance.
• Oversee customer registration, ensuring all information is accurate and complete.
• Manage user access to customer portals, maintaining proper permissions and security.
• Ensure data accuracy and quality through regular audits and cleaning processes.
• Serve as the main point of contact for data quality, process improvement, and system configuration tasks.
• Coordinate with IT teams and CRM vendors to implement system improvements and resolve issues.
Reporting & Analytics
• Build and maintain Power BI dashboards for real-time tracking of sales, leads, and marketing campaigns.
• Generate daily, weekly, and monthly sales reports for management and sales teams.
• Analyze sales trends, customer behavior, and lead conversion rates to identify opportunities.
• Track and report on marketing campaign performance.
• Provide insights and recommendations to optimize sales and marketing performance.
• Interpret data accurately and deliver clear, data-driven insights to stakeholders.
Collaboration & Process Improvement
• Collaborate with marketing teams to validate and segment leads effectively.
• Work with sales teams to maintain a solid and actionable contact database

Role Accountability

HR Proficiency:

• Ability to obtain updated soft and technical skills related to the job
• To have a vision and a plan for the career path and how to achieve it.

Delivery:

• Perform the planned activities to meet the operational and development targets as per delivery schedules.
• Utilize resources effectively to achieve objectives within efficient cost and time.
• Provide a periodic report formatted by detailing the deviation and execution of planned tasks.

Problem-Solving:

• Solve any related problems arise and escalate any complex operational issues.

Quality:

• Ensure quality requirements to develop effective quality control and processes including specifications for products or processes or related activities.

Business Process Improvements:

• Coordinate well-defined written systems, policies, procedures, and seek automations opportunities as much as possible.

Compliance:

• Comply to related policy and procedures and work instructions.

Health, Safety, and Environment:

• Ensure compliance of relevant safety, quality, and environmental management procedures and controls within defined area of work activity to guarantee safety, legislative compliance, and delivery of high-quality products/services.

Academic Qualification

Work Experience

Technical / Functional Competencies