CRM Sales Support Coordinator

Melbourne, VIC
Permanent
Full-time

10 days ago

Energetic, fun, and collaborative team atmosphere
Well-established global underwriting agency
Flexible work environment with a focus on work/life balance

About DUALDriven 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 roleThis 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 youYou’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 BenefitsAt 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 ApplyAre 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 firstOur 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 StatementHelp 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 touchTo 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 or visit us on our page.

Howden Group Holdings

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