CRM Administration Coordinator
Core
Administer client records in the CMS Penelope system and manage customer engagement across the full client lifecycle.
Role type
CRM Administration Coordinator
Builds
Client records, customer support responses, and onboarding processes
Domain
Disability services and community living
Deliverable
dashboards & analysis
Required skills
Data entry, document management, customer service, client management systems, Microsoft Office, reporting, record audits, compliance activities, multi-channel communication, stakeholder liaison
Preferred skills
Experience with Penelope or similar client management systems, experience in customer experience or service coordination roles
Responsibilities
Maintain accurate client records within Penelope, complete data entry and document management, monitor information quality, assist with reporting and audits, respond to customer enquiries via phone and email, guide clients through onboarding, liaise with internal teams
Seniority
Individual Contributor, operational level
