CRM System Administrator

Job Summary

A company is looking for a CRM/Sales System Administrator.

Key Responsibilities

• Serve as system owner and primary administrator for CRM and sales technology platforms
• Configure and manage workflows, templates, permissions, and user access
• Deliver training and support while driving system adoption and performance reporting

Required Qualifications

• Experience administering CRM platforms, preferably Total Expert
• Exposure to mortgage sales systems such as nCino or Mortgage Coach
• Strong understanding of mortgage sales workflows
• Highly organized with the ability to learn new systems
• Proficient in Microsoft Office Suite