Job description · Sales and lead generation · Full-time
CRM Administrator job description
A CRM administrator keeps your CRM accurate, useful, and automated. They manage fields, pipelines, permissions, workflows, and reports so sales and marketing trust the data and spend less time on manual updates.
Responsibilities
- Maintain pipelines, properties, and record types
- Build workflows and automations for routing, follow-ups, and tasks
- Run regular data cleanups and deduplication
- Create dashboards and reports for sales and leadership
- Manage users, permissions, and integrations
- Train the team on CRM processes and document them
Requirements
- Two or more years administering HubSpot, Salesforce, or Pipedrive
- Comfortable with workflow logic and data models
- Spreadsheet and import skills
- Clear documentation habits
- Certifications from the CRM vendor are a plus
Tools
- HubSpot or Salesforce
- Zapier or Make
- Google Sheets
- Looker Studio
What success looks like after 90 days
- One documented pipeline per sales motion
- Key reports trusted and used in weekly meetings
- Manual tasks replaced by workflows
Screening questions
Ask these before you book an interview.
- Which CRM have you administered, and at what scale?
- Which CRM certifications do you hold?
- Describe a workflow you built.
- This is a full-time role working set hours each business day. Can you commit to that schedule?
Interview questions
- Our deal stages mean different things to different reps. How do you fix that?
- How would you deduplicate 20,000 contacts safely?
- Which dashboard would you build for a weekly sales meeting?
- How do you test a workflow before turning it on?
Hiring tip
Ask candidates to audit a screenshot of your current pipeline. Their questions will show whether they think about process as well as settings.
CRM Administrator hiring FAQ
What does a CRM Administrator do?
A CRM administrator keeps your CRM accurate, useful, and automated. They manage fields, pipelines, permissions, workflows, and reports so sales and marketing trust the data and spend less time on manual updates. Day to day, the role covers work such as: maintain pipelines, properties, and record types, build workflows and automations for routing, follow-ups, and tasks, and run regular data cleanups and deduplication.
How much does it cost to hire a full-time CRM Administrator from the Philippines?
We place a full-time CRM Administrator from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund. The price is a flat monthly rate for a dedicated full-time hire.
What skills should a CRM Administrator have?
Look for: two or more years administering HubSpot, Salesforce, or Pipedrive, comfortable with workflow logic and data models, spreadsheet and import skills, and clear documentation habits. Common tools include HubSpot or Salesforce, Zapier or Make, Google Sheets, and Looker Studio.
What should a CRM Administrator achieve in the first 90 days?
One documented pipeline per sales motion, key reports trusted and used in weekly meetings, and manual tasks replaced by workflows.
Can I copy and edit this CRM Administrator job description?
Yes. Copy it with one click, edit it for your business, and post it anywhere. For a version built from your own task list, open it in our free job description generator, or book a strategy call and we will find the hire for you.
Want us to find your CRM Administrator?
We place a full-time CRM Administrator from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund.