CRM Software Administrator

Recruiter:

Sixty60 Recruitment

Job Ref:

JHB000091/KMS

Date posted:

Tuesday, August 26, 2025

Location:

Cape Town, South Africa

SUMMARY:
CRM Software Administrator- Parow, Cape Town

POSITION INFO:
Our client located in Parow, Cape Town is currently looking for a
CRM Software Administrator to join their team!

About them:
They are a leading commercial asset finance provider, specialising in the transport, mining, and construction industries. With tailored solutions such as financial leases, rent-to-own options, floor plan finance, and invoice discounting, they are dedicated to driving business growth. The role involves overseeing daily office operations, coordinating staff events, and providing administrative support to both the New Business and Collections departments. This opportunity is ideal for a detail-oriented, highly organised individual who thrives in a dynamic and fast-paced environment.

About the role:
They are looking for a CRM Software Administrator to take ownership of their customer management platform and ensure its effective use across the business. In addition to this primary responsibility, the role will include acting as a Client Liaison Officer to support customer engagement and contributing to Credit Analysis by assisting the credit team with insights and data drawn from CRM. This is a structured, multi-dimensional role where each function complements the primary purpose of optimising our CRM systems.

Minimum requirements:

Matric
NQF Level 7 in Finance or a related degree is essential.
1-3 years’ experience in managing and customising a CRM platform.
Proficient in Microsoft Office Products & Relevant Software
Strong organisational, time management, and problem-solving skills
Proactive and eager to learn in a fast-paced environment.
Good communication skills, capable of presenting data in a clear and concise manner.
A team player who enjoys collaborating with others.
Knowledge of financial and legal documentation related to asset finance transactions.

Key Responsibilities:

Act as primary administrator of the company’s CRM system, managing users, roles, and permissions
Maintain accurate client records through regular data audits and quality control
Customise CRM workflows, dashboards, and reports to support business processes
Integrate CRM with external systems including credit bureaus, loan management, and accounting software
Generate reports to track pipelines, sales performance, and key business metrics
Provide technical support and CRM training for staff
Collect and verify client documentation for credit applications and compliance (FICA, insurance, NATIS, deposits)
Prepare finance agreements and related security documents such as suretyships, cessions, and bonds
Liaise with clients, brokers, underwriters, and suppliers to ensure timely completion of transactions
Assist with client onboarding and contract explanations
Support the credit assessment process by reviewing applications and ensuring documentation accuracy
Provide general administrative support to the new business and credit teams

Remuneration:
Negotiable- depending on experience

Similar jobs you might be interested in:

Office Administrator/ Bookkeeper
Location: Blackheath
Salary:
Small office environment, requires Junior Office Administrator/Bookkeeper. Responsible for all general office and administrative duties, focusing on the needs and requirements of both customers, trading partners, and financial auditors.
7 days ago

CRM Software Administrator
Location: Cape Town
Salary:
CRM Software Administrator- Parow, Cape Town
8 days ago

SAP BPC Application Support Engineer
Location: Cape Town
Salary: R80,000.00 Monthly
Our client is an internationally diversified retail group driven by their people and dedicated to creating remarkable omnichannel experiences for customers. They offer a competitive salary, a retirement fund, and a hybrid working arrangement, providing the opportunity to join a purpose-led, fast-paced team where your growth is supported and your impact is felt across the retail industry.
9 days ago

Management Accountant
Location: Cape Town
Salary: 504 000 Annually
Join a long-standing company where you will play a critical role in driving profitability, optimising stock control, and enhancing decision-making across the business. This is a chance to shape processes, deliver insights, and add real value in a growing industry
Today

Senior Financial Accountant
Location: Cape Town
Salary: 700 000 Annually
Are you a detail-oriented and strategic accounting professional with a passion for the manufacturing space? My client is seeking an experienced Senior Accountant to join their finance team, a well-established leader in the manufacturing industry. In this high-impact role, you will play a critical part in managing financial reporting and supervising a team to support their continued growth and oper...
Today

Management Accountant
Location: Cape Town
Salary: 560 000 Annually
Join a dynamic role at the intersection of finance and data analytics within the agricultural and production industry. You’ll play a key part in driving profitability, optimising stock control, and enhancing decision-making across the business. This is a chance to shape processes, deliver insights, and add real value in a growing industry.
Today

Financial Accountant (Immediately Available)
Location: Cape Town
Salary: 200 000 Annually
A dynamic FinTech company with a strong UK presence and operations in Cape Town is urgently looking for a skilled Financial Accountant to join their team. This is a crucial role, requiring someone who can hit the ground running and contribute immediately to the company’s finance function. The ideal candidate will hold a BCom degree and have 3-4 years of solid financial accounting experience,...
Today

Application Manager
Location: Cape Town
Salary: market related Monthly
What will you do?The Application manager role is a role within the SAFe structure and is specifically intended to bring technical oversight and governance to the applications being developed and supported in the release train, line management of the technical staff in the self-coordinating squads within the release train and management of the operational processes associated with applications.&nbs...
Today

FOH / Night Floor Manager
Location: Cape Town
Salary: Monthly
Busy Restaurant & Bar in Cape Town Central is currently recruiting for a FOH / Night Floor manager to assist the general manager in the day to day running of the Restaurant. The suitable candidate will have experience within running a busy restaurant.
Today

General Manager Finance
Location: Capetown
Salary: Monthly Salary
Atlantis, Western Cape
Today