What are the responsibilities and job description for the CRM Administrator position at Castle Metals?
A. M. Castle & Co. has over 130 years of experience as a leader in the metals service center industry. We provide exceptional benefits, including but not limited to: medical, dental, vision, 401K match, paid time off, paid parental leave, employee recognition, disability benefits, and tuition reimbursement.
This is an in-office position where the incumbent will reside near Wichita, KS or Oak Brook, IL.
PURPOSE:
A CRM Administrator oversees the CRM system’s functionality, customizes it to fit the company’s needs, manages user access, creates reports and dashboards, and provides technical support. They play a critical role in optimizing the CRM’s performance and ensuring its effective utilization across the organization.
ESSENTIAL DUTIES & RESPONSIBILITIES (performs other duties as assigned):
- Understand the commercial operation, challenges, and objectives of each team; improve their operation through CRM administration and consultation.
- Provide system administration support for the CRM, focusing on user permissions, custom objects, workflows, and profiles.
- Create, manage, and optimize complex workflow rules, data validation, and approval processes.
- Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
- Analyze data to provide insights into team operation, effectiveness, and productivity.
- Work closely with other team members to capture business requirements and implement CRM solutions.
- Coordinate and support integrations with third-party apps, plugins, and tools.
- Support daily troubleshooting, bug fixing, user adoption, training, and documentation.
- Identify and resolve data anomalies, maintaining high data integrity.
- Mine data and prepare reports for monthly management reviews
REQUIRED QUALIFICATIONS:
- Licensing or Certifications for CRM Administrator
- Bachelor's Degree or University Degree in Education, Computer Science, Business, Marketing, Business/Administration, Information Systems, Administration, Information Technology, Technology, Engineering
- 1 – 2 years of CRM Administration experience (e.g., Salesforce, Microsoft Dynamics).
- Experience working directly with sales teams and implementing their requirements in the CRM system.
- Ability to administer and configure a CRM system (custom objects, workflows, permissions, etc.).
- Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
- Strong communication, collaboration, and problem-solving skills.
- Fluency in English, diligence, enthusiasm, and an interest in marketing strategy, content marketing, SEO, HR, recruiting, and tech.
- Applications in the Microsoft Office Suite
PHYSICAL REQUIREMENTS & WORKING CONDITIONS:
- General office environment (keyboard, mouse, telephone use)
- Manual dexterity (grasp, hand/wrist movement)
We are an Equal Opportunity Employer
Please view Equal Employment Opportunity Posters provided by OFCCP
Company Overview: Founded in 1890, A. M. Castle & Co. is a global distributor of specialty metal and plastic products and supply chain services, principally serving the producer durable equipment, oil and gas, commercial aircraft, heavy equipment, industrial goods, construction equipment, retail, marine and automotive sectors of the global economy. Its customer base includes many Fortune 500 companies as well as thousands of medium and smaller-sized firms spread across a variety of industries. Within its metals business, it specializes in the distribution of alloy and stainless steels; nickel alloys; aluminum and carbon. Together, Castle operates service centers located throughout North America, Europe and Asia.
