Job Summary
This position is responsible for managing the WebSavian Connect CRM platform, virtual workplace, communication platforms, and other digital tools used to deliver exceptional services to clients. The ideal candidate will have strong organizational skills, technical proficiency, and a keen eye for detail.
- Minimum Qualification : Diploma
- Experience Level : Entry level
- Experience Length : 2 years
- Working Hours : Full Time
Job Description/Requirements
- Oversee the setup, configuration, and maintenance of virtual workplaces Zoho Workplace.
- Ensure that all team members have access to necessary tools and resources.
- Manage user accounts, permissions, and roles within the WebSavian Connect CRM system.
- Create and update client profiles, projects, invoices, and payment records as needed.
- Generate reports on project progress, client interactions, and financial data.
- Ensure seamless integration between various tools and platforms used by the company (e.g., WebSavian Connect, email marketing, social media management, etc.).
- Continuously evaluate and recommend improvements to streamline workflows and enhance productivity.
- Maintain accurate and up-to-date records of client information, contracts, and communications.
- Assist in onboarding new clients into the system and ensure their accounts are properly configured.
- Collaborate with project managers to set up new projects, milestones, tasks, and deadlines within the WebSavian Connect platform.
- Monitor project statuses and provide regular updates to relevant stakeholders.
- Facilitate internal and external communication through appropriate channels (email, Zoho cliqs, Zoho Meetings, Google Meet).
- Schedule meetings, manage calendars, and distribute agendas and meeting notes.
- Provide first-level support to team members experiencing issues with virtual tools or platforms.
- Escalate complex technical problems to IT specialists when necessary.
- Ensure adherence to company policies regarding data privacy, security, and compliance.
- Regularly back up important files and databases to prevent data loss.
- Develop and maintain documentation for standard operating procedures (SOPs), tool usage guides, and best practices.
- Conduct training sessions for new hires or existing staff on how to use company tools effectively.
- Bachelor’s degree in Business Administration, Information Technology, or a related field (or equivalent experience).
- 2+ years of experience in administrative roles involving digital tools and platforms.
- Proficiency in using CRM systems (specifically CRM tools with platforms like Salesforce, Zoho CRM, etc.).
- Strong understanding of project management tools (e.g., Trello, Asana, Monday.com).
- Familiarity with cloud-based collaboration tools (e.g., Google Workspace, Microsoft 365, Slack).
- Excellent organizational and time-management skills.
- Ability to multitask and prioritize competing demands efficiently.
- Strong written and verbal communication skills.
- Paying attention to detail and accuracy in maintaining records and reports.
- Basic knowledge of cybersecurity principles and practices.
- Experience with email marketing platforms (e.g., Mailchimp, Sendinblue).
- Familiarity with social media management tools (e.g., Hootsuite, Buffer).
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