Act as a primary support resource for all staff, promoting best practices and encouraging consistent CRM usage.
Create and maintain user guides, training materials, policies, and documentation to support CRM onboarding and ongoing education.
Deliver training sessions and provide one-on-one support to improve CRM literacy across teams.
Build strong working relationships with users to understand their day-to-day needs and challenges.
Monitor usage metrics and work with groups to fully utilize CRM and CRM-related systems/tools.
Support user groups through change management and adoption of new features or process transitions.
Work closely with internal communications to ensure CRM-related updates, news, information are communicated on a regular basis.
Collaborate directly with business users to implement and apply CRM-related processes that support operational goals.
Translate business requirements into practical CRM solutions and workflows.
Provide hands-on support in troubleshooting CRM issues and identifying root causes.
Monitor data hygiene from user activity to ensure data integrity guidelines are followed and escalate issues when necessary.
Identify and coordinate CRM strategies and initiatives that support organizational goals and objectives.
Requirements
3–5 years of experience supporting, implementing, or operating CRM systems in a hands-on, user-facing capacity.
Experience with Power Automate.
Demonstrated experience in troubleshooting, issue diagnosis, and monitoring data integrity within CRM environments.
Strong understanding of CRM systems, business process mapping and providing guidance and expertise on best practices.
Analytical mindset, able to track metrics, interpret usage data and provide recommendations.
Ability to work directly with business users to apply/improve processes and resolve issues in real time.
Excellent communication and interpersonal skills, with a focus on user support and engagement.
Proven ability in working in a fast-paced customer service/support environment.
Detail-oriented with strong problem-solving skills.
Ambition and self-motivation.
Benefits
Virtual First – work from home anywhere across Canada with a budget to set up your home office.
A workplace where your hard work is not just valued, but actively celebrated.
Healthcare benefits from Day One to support your physical and mental wellbeing, including a $2,500 benefit for Psychologist, Social Worker or Psychotherapist services
Work/Life Balance: In addition to 20 days annual vacation, we close between Christmas Day and New Year’s Day, observe 13 holidays per year and offer Friday afternoon closures.
A modern, defined benefit (DB) pension plan: We care about your future and offer a pension plan with a 5% match from Day One
Employee Family Assistance Program (EFAP): We understand that life can be unpredictable and challenging and EFAP supports you and your family during difficult times.
Maternity and parental leave top-up plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM systemstroubleshootingissue diagnosisdata integritybusiness process mappingPower Automatemetrics trackinguser supportprocess improvementdocumentation
Soft skills
communicationinterpersonal skillsproblem-solvingdetail-orientedanalytical mindsetself-motivationuser engagementchange managementcollaborationcustomer service