Job Description

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Job Overview

Application Deadline:

16 November 2025

Job Location:

Parow, Western Cape

Job Title:

CRM Software Administrator

Education Level:

Diploma

Job Level:

Intermediate

Minimum Experience:

1 - 3 Years

CRM Software Administrator - Parow, Cape Town.

Duties and Responsibilities:

CRM Software Administrator (Primary role): + System Management: Serve as the primary administrator for the company's CRM platform. This includes managing user accounts, roles, and security permissions to ensure appropriate access.
+ Data Integrity: Maintain accurate and up-to-date records of all client transactions. This involves cleaning data, performing regular data audits, and implementing processes to ensure data quality.
+ System Customization: Customize the CRM to align with our business processes. This may include creating custom fields, workflows, dashboards, and reports to provide better insights.
+ System Integration: Integrate the CRM with other software packages such as loan management systems, credit bureaus, FICA compliance and accounting software packages.
+ Reporting and Analytics: Build and maintain reports within the CRM to track the new business pipeline, sales performance, and other key metrics.
+ Technical Support: Serve as the first point of contact for all CRM-related issues, providing technical support and training to new and existing users to ensure efficient system use.
Client Liaison Officer: + Documentation and Vetting: Collect and verify supporting documentation from clients to prepare credit application packs for credit committee review.
+ Legal and Financial Documentation: Prepare finance and operating lease agreements, ensuring accuracy and completeness. Prepare security documents such as personal suretyships, cross-company suretyships, cession of book debt, bonds, and subordination of loan agreements for client signature.
+ Compliance: Collect and verify necessary supporting documentation from clients, including FICA documents, insurance, NATIS documents, and proof of deposits.
+ Liaison and Onboarding: Liaise with clients, brokers, underwriters, and suppliers to ensure timely completion of transactions. Assist with the onboarding of new clients and contract explanations.
+ Administrative Support: Provide general administrative support to the new business team.
Credit Assessment & Analysis: + Assist in evaluating and analysing credit applications for both new and existing clients.
+ Support the credit assessment process, ensuring the necessary documentation is provided and accurately evaluated.
+ Analyse and integrate data to refine credit decisioning systems, ensuring they align with industry best practices and regulatory standards.

Requirements:

NQF Level 7 in Finance or a related degree is essential. 1-3 years' experience in managing and customising a CRM platform. * Proficient in Microsoft Office Products such as Outlook, Word, Excel, PowerPoint and relevant software.