Information TechnologyFull-TimeJunior-level(1-2 yrs)
Job Description
Position Objective
In this dual-role position, you will be responsible for configuring, customizing, and maintaining our CRM system (KatiCRM) to meet business needs, as well as developing and delivering training to end-users to ensure effective adoption and usage.
Key Responsibilities
CRM Configuration & Support
Configure CRM system settings, fields, workflows, dashboards, user roles, and access controls.
Collaborate with stakeholders to gather and analyze business requirements.
Customize CRM modules to align with business processes and best practices.
Conduct system testing and troubleshoot technical issues or bugs.
Coordinate with vendors or internal developers for advanced customization or integration tasks.
Maintain system documentation, including change logs and configuration records.
Training & User Support
Design, develop, and deliver comprehensive CRM training programs for users across departments.
Create and share project training plan prior to the commencement of training.
Create and share a project training report at the end of the training.
Create user manuals, training materials, video tutorials, and job aids.
Provide one-on-one and group training sessions, both in-person and virtually.
Serve as the first point of contact for user support and guidance on CRM usage.
Collect feedback from users and recommend improvements in system use or configuration.
Required Qualifications & Skills
Degree in Information Technology, Business, Computer Science or related field.
2+ years of experience.
Strong understanding of CRM processes (sales, marketing, service).
Excellent communication and presentation skills.
Ability to translate technical concepts into user-friendly language.
Proficient in documentation and training content creation.
