The CRM Administrator is responsible for the effective configuration and development of the company’s Customer Relationship Management (CRM) system. The role supports business development, pre-construction, estimating, and senior management teams by ensuring accurate management of client, framework, tender, and project data, enabling informed decision-making and improved bid success across public and private sector work.
Responsibilities
- Administer, configure, and maintain the company CRM system to support business development and pre-construction activities.
- Manage and maintain accurate records for clients, consultants, supply chain partners, frameworks, tenders, and live opportunities.
- Support the tracking of opportunities, leads, expressions of interest (EOIs), PQQs, tenders, and frameworks through the work pipeline.
- Develop and maintain CRM workflows, dashboards, templates, and automation.
- Develop templates for management reports including pipeline activity, bid status, win/loss analysis, client engagement, and framework performance.
- Provide system support, troubleshooting, and day-to-day guidance.
- Assist with onboarding new starters and promoting consistent/compliant system use across the business.
- Ensure CRM data quality, accuracy, and consistency.
- Manage user roles, permissions, and access rights in line with company policies and GDPR requirements.
- Liaise with IT teams, external CRM consultants, and vendors to support upgrades, integrations, and system enhancements.
- Support integration with other business systems such as estimating software, document management systems, ERP, or finance platforms.
- Document CRM processes, user guides, and system changes to support ongoing knowledge sharing.
Required qualifications, skills, experience
Skills & Knowledge
- Proactive, methodical, and solutions-focused.
- Comfortable working independently and managing multiple priorities.
- Collaborative with a strong service-oriented approach.
- Committed to continuous improvement and system optimisation.
Experience
- Experience administering a CRM system (e.g. Microsoft Dynamics 365, Salesforce, HubSpot, or similar) is preferable.
- Strong data management, reporting, and analytical skills.
- Highly organised with strong attention to detail.
Technology skills
- IT Microsoft Office skills - Outlook, Word, Excel.
- CRM system (desirable).
Training
- Full driving licence.
Qualifications
- GCSE’s or equivalent.
Contact Detail:
Mackley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Administrator (3 Month FTC)
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. Let them know you're on the lookout for a CRM Administrator role, and who knows? They might just have the inside scoop on an opportunity.
✨Tip Number 2
Prepare for those interviews by practising common questions related to CRM systems. We recommend you brush up on your knowledge of tools like Microsoft Dynamics 365 or Salesforce, as well as your data management skills. Confidence is key!
✨Tip Number 3
Showcase your skills with a portfolio! If you've worked on CRM configurations or developed workflows before, gather examples to share during interviews. This will help us see your hands-on experience and how you can add value.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect directly with us.
How to prepare for a job interview at Mackley
✨Know Your CRM Inside Out
Before the interview, make sure you’re familiar with the CRM systems mentioned in the job description, like Microsoft Dynamics 365 or Salesforce. Brush up on their features and functionalities, as well as any recent updates or trends in CRM technology.
✨Showcase Your Data Management Skills
Prepare examples of how you've managed data in previous roles. Be ready to discuss your experience with reporting, analytics, and ensuring data accuracy. Highlight specific instances where your attention to detail made a difference in project outcomes.
✨Demonstrate Your Problem-Solving Abilities
Think of scenarios where you’ve had to troubleshoot issues within a CRM system or improve workflows. Share these experiences during the interview to show that you’re proactive and solutions-focused, which is key for this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s current CRM processes and how they envision optimising them. This shows your genuine interest in the role and helps you understand how you can contribute to their success.