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CRM Administrator

Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive.

As a Nelnet company, the perks at NBS go beyond our benefits package. You’re part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work.


The CRM Administrator is responsible for managing and enhancing the functionality of the organization’s CRM system, ensuring system integrity, optimizing user experience, and providing key insights to drive business decisions. This role collaborates with cross-functional teams to capture business requirements, implement CRM solutions, and support user adoption. The ideal candidate thrives in a fast-paced environment and is passionate about leveraging technology to improve operations.

Job Responsibilities:

CRM Administration and Optimization:

  • Manage system administration, including user permissions, custom objects, workflows, and profiles.
  • Configure, maintain, and optimize the Creatio CRM system to support marketing, sales, and customer service operations.
  • Develop and implement workflows, automation, and integrations to enhance efficiency and align with business objectives.
  • Identify and troubleshoot technical issues, implementing solutions to minimize disruptions.
  • Monitor and analyze CRM performance metrics, generating insights and identifying areas for improvement.

Data Management and Compliance:

  • Maintain accurate, clean, and up-to-date customer data, ensuring compliance with data protection regulations.
  • Identify and resolve data anomalies, maintaining high data integrity.
  • Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
  • Analyze data to provide insights into team operations, effectiveness, and productivity.

User Support, Training, and Adoption:

  • Provide end-user support, troubleshooting issues, and driving system adoption.
  • Conduct training sessions, create documentation, and establish standards for CRM usage.
  • Lead “Train the Trainer” programs to equip internal trainers with necessary CRM knowledge.
  • Communicate CRM insights, progress, and updates to stakeholders, ensuring transparency and alignment across teams.

Collaboration and Strategy:

  • Work closely with sales, marketing, and operations teams to align CRM strategies with business objectives.
  • Coordinate and support integrations with third-party apps, plugins, and tools.
  • Stay informed about new Creatio features and updates, proactively recommending and implementing enhancements.

Education:

  • Bachelor’s degree in Business Administration, Information Systems, or a related field (equivalent experience may substitute).

Experience:

  • CRM administration experience (e.g., Salesforce, Microsoft Dynamics, Creatio).
  • Experience working with sales and operational teams to implement CRM requirements.
  • Strong background in CRM configuration, workflows, automation, and data management.

Competencies - Skills/Knowledge/Abilities:

Technical Skills:

  • Proficiency in administering and configuring CRM systems, including workflows, permissions, and automation.
  • Familiarity with automating business processes, reporting, dashboards, and data analysis.
  • Strong understanding of CRM best practices and data management principles.
  • Ability to interpret data and generate actionable insights.

Interpersonal Skills:

  • Strong communication, collaboration, and problem-solving abilities.
  • Ability to work effectively with cross-functional teams and stakeholders.
  • High attention to detail and ability to manage multiple tasks and deadlines.
  • Proactive mindset with a focus on continuous improvement and driving business success.

Salary: $70,000 - $80,000

Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: LINK.

Nelnet is an Equal Opportunity Employer, complies with Executive Order 11246, and takes affirmative action to ensure that qualified applicants are employed, and that employees are treated during employment, without regard to race, color, religion/creed, national origin, gender, or sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by Federal or State law or local ordinance. 

Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at 402-486-5725 orcorporaterecruiting@nelnet.net.

Nelnet is a Drug Free and Tobacco Free Workplace.

Average salary estimate

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$80000K

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What You Should Know About CRM Administrator, Nelnet

If you're looking for a dynamic role within a supportive community, the CRM Administrator position at Nelnet Business Services (NBS) in Lincoln might be perfect for you! NBS is all about providing innovative solutions and excellent service to our partners in education and faith-based organizations. As a CRM Administrator, you'll dive into managing and enhancing our Creatio CRM system, ensuring it runs effectively and meets the needs of marketing, sales, and customer service operations. Your day-to-day will involve collaborating with various teams to gather business requirements, implementing tailored CRM solutions, and analyzing data to generate valuable insights for decision-making. We're on the lookout for someone who thrives in a fast-paced environment, has a passion for technology, and possesses strong problem-solving skills. In this role, you'll tackle system administration tasks, optimize user experience, and provide training to help everyone get the most out of our CRM tools. Plus, with a supportive benefits package and a focus on personal growth, joining the Nelnet community means you’ll have opportunities to develop further while making a positive impact on our clients’ lives. Ready to take the next step in your career? Join us at Nelnet Business Services!

Frequently Asked Questions (FAQs) for CRM Administrator Role at Nelnet
What are the key responsibilities of a CRM Administrator at Nelnet Business Services?

The CRM Administrator at Nelnet Business Services is responsible for managing the Creatio CRM system, configuring it to support sales and marketing operations, and ensuring data integrity. Key tasks include developing automation workflows, providing user support, and analyzing CRM performance metrics to provide insights. Collaborating with cross-functional teams to align CRM strategies with business objectives is also crucial.

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What qualifications do I need to be a CRM Administrator at Nelnet Business Services?

To qualify for the CRM Administrator position at Nelnet Business Services, candidates should have a Bachelor's degree in Business Administration, Information Systems, or a related field, or equivalent experience. Previous experience in CRM administration (e.g., Creatio, Salesforce, Microsoft Dynamics) and strong skills in CRM configuration, data management, and automation are necessary.

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What kind of training is provided for CRM users at Nelnet Business Services?

At Nelnet Business Services, the CRM Administrator provides extensive user support, which includes conducting training sessions and creating documentation to ensure effective use of the CRM system. There are also 'Train the Trainer' programs to equip internal trainers with the necessary knowledge to support their colleagues. This collaborative approach helps foster user adoption and maximize system efficiency.

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How does the CRM Administrator role at Nelnet Business Services contribute to business success?

The CRM Administrator at Nelnet Business Services plays a critical role in driving business success by optimizing the CRM system and enhancing user experience. By managing data integrity and providing actionable insights from CRM performance metrics, the administrator helps teams improve their operations, make informed decisions, and align their strategies with broader business objectives.

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What benefits does Nelnet Business Services offer to its employees?

Employees at Nelnet Business Services enjoy a robust benefits package that includes medical, dental, and vision coverage, generous earned time off, 401K options, tuition reimbursement, and performance-based incentives. The organization also emphasizes the importance of wellness and provides resources for employee assistance, stock purchase options, and disability coverage, creating a supportive work environment for all.

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Common Interview Questions for CRM Administrator
What CRM systems have you worked with, and what is your experience with them?

When answering this question, highlight your experience with specific CRM systems like Creatio, Salesforce, or Microsoft Dynamics. Discuss the types of projects you've managed, any administration tasks you performed, and how you adapted the systems to meet organizational needs.

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Can you describe a time when you optimized a CRM system for better performance?

Focus on a specific project where you analyzed performance metrics, identified areas for optimization, and implemented changes. Use quantitative results to illustrate the impact, like increased user adoption rates or improved data integrity.

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How do you ensure data integrity in a CRM system?

Discuss the steps you take to maintain data integrity, such as regular audits, implementing validation rules, and training users on best practices for data entry. Mention tools or techniques you've used to monitor data quality as well.

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How do you handle user adoption challenges with a new CRM system?

Explain your approach to addressing user resistance or confusion, such as offering comprehensive training sessions, creating easy-to-follow documentation, and maintaining open communication to address concerns as they arise.

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What is your approach to training end-users on CRM best practices?

Emphasize your methodology for training that includes creating interactive sessions, hands-on activities, and ongoing support post-training to ensure users feel confident and competent utilizing the CRM system.

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How do you manage multiple CRM-related projects simultaneously?

Highlight your organization and time management skills. Discuss your use of project management tools, prioritizing tasks based on deadlines and impact, and maintaining communication with teams to ensure seamless work progress.

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Describe a time when you had to troubleshoot a technical issue with a CRM system.

Provide a specific example where you identified a problem, analyzed the data to find a solution, and implemented the fix. Explain the process you followed and what you learned from the experience.

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How do you stay current with CRM technology trends?

Discuss how you regularly seek out industry news, participate in webinars, or attend training sessions to stay informed about the latest trends and updates in CRM technology, particularly as related to Creatio and its functionalities.

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What strategies do you use to analyze CRM data for actionable insights?

Detail your approach to data analysis, like using dashboards, reports, or other analytical tools to review performance metrics and identifying trends that can influence business decisions and improve operations.

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How do you collaborate with cross-functional teams to improve CRM functionality?

Explain your emphasis on clear communication and alignment of goals with cross-functional teams. Share examples of how you've worked together to identify needs, implement enhancements, and measure the success of CRM modifications.

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DATE POSTED
April 4, 2025

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