CRM Administrator

Job Title: CRM Administrator

Employment type: Full time

Location: Gardens, Cape Town

Reporting to: Senior CRM Manager

Working Setup: 40 hours per week, Mondays to Fridays, 10:00 to 19:00. Hybrid, with Mondays and Fridays being mandatory office days.

The Business:
Effer Ventures is an operationally-focused investment group. The business is currently concentrating on the UK commercial financial sector, alongside a leading Employer of Record and recruitment company in South Africa. Our strategy is centred on digitalisation, automation and operational excellence, using data, systems and AI to create scalable, high-performance businesses.

We are now looking for a CRM Administrator to take ownership of our CRM ecosystem, with Close and Recruiterflow as the core platforms.

The Role:
As CRM Administrator, you will be responsible for the day-to-day management, optimisation and development of our CRM platforms. You will play a critical role in ensuring leads reach our sales and recruitment teams efficiently, accurately and at scale.

This role is both operational and strategic: keeping systems clean and reliable, while continuously improving workflows through automation, AI tools and process innovation.

You will work closely with sales, recruitment, marketing and leadership teams to turn business needs into scalable CRM solutions.

The responsibilities of this role include:
CRM Ownership & Administration

• Own and administer Close and Recruiterflow across the group.

• Monitor all inbound channels (web forms, email, social platforms) and triage leads according to defined qualification criteria.
• Ensure accurate, consistent and timely data capture across all CRM records.
• Assign qualified leads to the appropriate teams and oversee follow-up activity and pipeline movement.
• Manage user access, permissions, pipelines, custom fields and overall system configuration.
• Maintain CRM architecture, data standards and internal documentation.
• Act as the primary point of contact for all CRM-related support and queries.
• Manage user access, permissions, pipelines, custom fields and system configurations.
• Maintain CRM structure, data standards and documentation.

• Act as the go-to person for all CRM-related questions and support.

Data Management & Reporting

• Maintain high standards of data quality, cleanliness and integrity within the system.
• Oversee data imports, exports, enrichment processes and deduplication.
• Build, manage and optimise dashboards and reports for sales and recruitment teams.
• Deliver insights that support operational improvement, forecasting and growth.

Process Improvement & Enablement

• Translate business needs and processes into scalable CRM workflows.

• Support the rollout of new features, automations and system enhancements.
• Train users on best practices, new functionality and efficient CRM usage.
• Work cross-functionally to continuously improve lead management, candidate management and end-to-end lifecycle tracking.

Qualifications and Experience:

• 1–2 years’ experience in a CRM, sales support, or an administrative role

• Experience with CRM systems, such as Close, HubSpot, or Salesforce, is preferable
• Strong organisational skills, with experience handling multiple tasks and deadlines
• Excellent written and verbal communication, especially for internal coordination and customer-facing responses
• Proficient in Microsoft Office and/or Google Workspace
• Experience in finance, recruitment, staffing, B2B sales or professional services.
• Basic understanding of sales and recruitment funnels.
• Experience supporting or enabling teams through systems and process change.
• Experience working remotely or in distributed teams (preferred)

Compensation and Incentives:

Base Salary:

• Average monthly base salary: R12,000–R16,000, with room for higher compensation based on experience and performance.

Benefits:

• Quarterly performance-based bonus.

• The opportunity to play a key role in a growing and dynamic marketing team and company.
• Work in a collaborative and fast-paced environment.
• Hybrid more in-office than not.
• Company transport.
• Medical Aid after probation period.

• Complimentary breakfast and fruit in the office daily.