CRM Sales Support Coordinator

3 weeks ago

Melbourne, Victoria, Australia DUAL Australia Full time

Join to apply for the CRM Sales Support Coordinator role at DUAL Australia

Join to apply for the CRM Sales Support Coordinator role at DUAL Australia

  • Energetic, fun, and collaborative team atmosphere
  • Flexible work environment with a focus on work/life balance

About DUAL

Driven by a vision to be the world's best underwriting business, DUAL has always taken a different approach to our industry peers.

Since our business was founded in 2004, we have had a strong entrepreneurial spirit that runs through every part of our business. We empower our people to develop products, services and processes that deliver consistently for our partners. As a company we're known in the industry as a group dedicated to giving back to the community by partnering with charitable groups and actively participating in fundraising events. Whatever you are looking for in a career, we want to help you do more.

Our philosophy is simple: we genuinely put people first and want our people to be the healthiest and happiest they can be, at work and at home. We aim to attract and retain the best talent, and support them to achieve their aspirations. It's how we grow our business and keep one step ahead of our competitors.

About the role

This role is central to the effective operation of our CRM systems, supporting sales as well as marketing, and customer service teams. You will manage and maintain the HubSpot CRM platform, ensuring it is configured, customised, and utilised to its full potential. Your responsibilities will include maintaining data integrity, optimising workflows, and providing user support and training. You'll also collaborate across departments to tailor the CRM to business needs, manage user access and security, and deliver insights through reporting and dashboards. With a focus on automation and continuous improvement, enhancing operational efficiency and customer engagement for our sales team.

Key responsibilities

  • Configure and maintain the CRM system, ensuring smooth operation and user access management
  • Maintain accurate and reliable customer data through regular audits, deduplication, and clean-up process.
  • Provide ongoing user support, and training to improve CRM adoption and usability
  • Point of contact for all users for onboarding and CRM troubleshooting
  • Create and maintain documentation (technical and user guides) outlining configurations and best practices
  • Customise the CRM with tailored fields, workflows, and reports to meet business needs
  • Collaborate with internal teams to align CRM functionality with departmental workflows
  • Manage user permissions and ensure the security of sensitive data
  • Build and maintain dashboards and reports to track customer behaviour and business performance
  • Develop and optimise marketing automations, journey flows, and segmentation strategies
  • Monitor and support integrations with connected systems and tools

About you

You're a diligent CRM professional with at least two years of hands-on experience managing HubSpot or a similar platform like Salesforce. With strong technical skills in workflows, automation, templates, reporting, and user management, you're the dependable go-to person for our sales team-focused on improving efficiency and delivering impactful customer engagement solutions.

You're proactive, organised, and thrive in a collaborative environment, supporting teams and refining processes. Your excellent verbal and written communication and problem-solving abilities make you an invaluable asset. CRM certifications or qualifications are preferred, but not crucial.

Salary and Benefits

At DUAL we value work/life balance, health and wellbeing, family and giving back, which is why our benefits are reflective of this. We provide employees with a competitive salary and benefits, which will be flexible and dependent on the successful candidate's individual skills and experience.

How to Apply

Are you the right fit for this role and the DUAL Team? Tell us why in a short paragraph that you share along with your Resume to our HR Team.

Our culture: people first

Our core values dictate how we live and work. We're a group with independence and people at its heart and we're a home for talent with a unique culture: the biggest small company in the world.

The focus on being a people-first business has always been at the very heart of the group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the group has been and will continue to be key.

EEO Statement

Help us think differently. As a business we're on a journey to build an inclusive workplace where our people feel welcome to bring their whole and true self to work, where differences are accepted and where our words and actions are inclusive. Together we are learning, sharing stories, and achieving change.

Get in touch

To find out more about DUAL Australia including who we are, what we're up to and what we're about, head to the DUAL Australia website or visit us on our LinkedIn page.

Seniority level
  • Seniority levelAssociate
Employment type
  • Employment typeFull-time
Job function
  • Job functionAdministrative
  • IndustriesInsurance Agencies and Brokerages

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