CRM Administrator

SUMMARY:
The purpose of this role is the day-to-day management, optimisation, and development of CRM platforms.

POSITION INFO:

 CRM Administrator
Take ownership of CRM platforms, including Close and Recruiterflow to drive lead efficiency and operational excellence.

Gardens, Cape Town. 40 hours per week, Mondays to Fridays, 10:00 to 19:00. Hybrid, with Mondays and Fridays mandatory in-office.

Salary: R12,000–R16,000 per month.

About Our Client

This is an operationally-focused investment group concentrating on the UK commercial financial sector and a leading Employer of Record and recruitment company in South Africa. The company strategy centres on digitalisation, automation, and operational excellence, using data, systems, and AI to create scalable, high-performance businesses.

The Role: CRM Administrator

The purpose of this role is the day-to-day management, optimisation, and development of CRM platforms. The role exists to ensure leads reach sales and recruitment teams efficiently, accurately, and at scale. The main focus involves keeping systems clean and reliable while continuously improving workflows through automation, AI tools, and process innovation.

Key Responsibilities

• Possess 1–2 years of experience in a CRM, sales support, or administrative role.
• Administer Close and Recruiterflow platforms across the group.
• Monitor inbound channels and triage leads according to defined qualification criteria.
• Manage user access, permissions, pipelines, custom fields, and system configurations.
• Maintain CRM architecture, data standards, and internal documentation.
• Build, manage, and optimise dashboards and reports for sales and recruitment teams.
• Train users on best practices, new functionality, and efficient CRM usage.

About You

• 1–2 years of experience in a CRM, sales support, or administrative role.
• Strong organisational skills with experience handling multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office and/or Google Workspace.
• Experience in finance, recruitment, staffing, B2B sales, or professional services.
• Basic understanding of sales and recruitment funnels.
• Experience supporting or enabling teams through systems and process change.
• Experience with CRM systems such as Close, HubSpot, or Salesforce.
• Experience working remotely or in distributed teams.