CRM Software Administrator

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.

• 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