CRM Software Administrator (Pipedrive)

Configure and provision Pipedrive CRM accounts for new clients.

Set up pipelines, users, permissions, custom fields, workflows, and integrations.

Ensure CRM instances are configured according to client requirements and best practices.

Maintain CRM account health and system documentation.

Lead end-to-end onboarding for new software customers.

Conduct onboarding sessions, product demonstrations, and user training.

Assist clients with CRM migration, initial setup, and adoption.

Create onboarding documentation and user guides.

Act as the primary point of contact for client queries related to Pipedrive.

Troubleshoot configuration issues and coordinate with vendors when required.

Resolve support tickets within defined SLAs.

Maintain high customer satisfaction through timely communication and issue resolution.

Monitor subscription lifecycle and renewal schedules.

Build and optimize self-service renewal and subscription management processes.

Coordinate renewals, upgrades, and license modifications.

Maintain accurate subscription and billing records.