Responsibilities

• Prepare recurring CRM quality and activity summaries with clear filters, date ranges, and source notes.
• Document field definitions, routing rules, access limits, and user guidance so teams apply the system consistently.
• Maintain account, contact, consent, activity, source, status, ownership, and next-step fields using agreed definitions.
• Identify duplicate, incomplete, stale, misrouted, or inconsistent CRM records and coordinate controlled correction.
• Support approved lists, queues, views, reminders, templates, or workflow updates and validate the result after change.
• What Makes This Work Well: In this CRM Coordinator role, success means CRM records have clear ownership and next actions, duplicate and missing data decline, approved workflows behave as documented, and reports reconcile to defined source fields. Work should be accurate enough to review, documented enough to continue, and timely enough that avoidable delay is visible before it becomes a customer or operating problem. Professional coordination with sales, marketing, service, and operations users. Strong CRM administration, data-quality, workflow, and reporting skills. Attention to field definitions, ownership, permissions, duplicates, and consent-related information. Ability to test changes and document the expected user behavior clearly.

Requirements

• Strong CRM administration, data-quality, workflow, and reporting skills.
• Attention to field definitions, ownership, permissions, duplicates, and consent-related information.
• Ability to test changes and document the expected user behavior clearly.