Process Implementation: Assist in the implementation and adherence to CRM processes and workflows.
Data Management: Maintain and update CRM databases, ensuring accuracy and completeness of client information.
Documentation: Prepare and manage documentation related to CRM processes, including standard operating procedures (SOPs) and reports.
Communication Facilitation: Act as a liaison between clients and various internal departments, ensuring smooth information flow.
Issue Resolution: Assist in identifying and resolving process-related issues, escalating complex problems to senior team members.