Asistente Comercial CRM

About the role

As a CRM Commercial Assistant, you will act as the link between Marketing, the CRM system and sales teams, ensuring daily management, prospect portfolio administration, actionable insights, and supporting sellers to maintain disciplined commercial processes.

Key responsibilities

• Monitor daily lead and prospect management, identifying pending contacts, overdue agendas, and reactivation opportunities.
• Track compliance with CRM‑recorded activities and alert deviations or inconsistencies to responsible parties.
• Produce incident and improvement reports for commercial leadership.
• Provide on‑site assistance to teams to improve tool usage and management quality.
• Maintain an up‑to‑date prospect portfolio in the CRM.
• Reassign leads and portfolios due to seller changes, reorganizations or commercial needs.
• Allocate prospect databases for campaigns and support recovery/reactivation actions.
• Ensure digital‑channel leads are correctly assigned and managed, contributing to conversion‑rate initiatives.
• Offer operational support to sellers and supervisors on CRM usage and related processes.
• Handle queries related to credit requests and invoicing, escalating system errors that affect operations.
• Manage user access changes (additions, removals, modifications) for sellers, supervisors and branches.
• Assist in onboarding new sellers on CRM usage and commercial follow‑up methodology.
• Collaborate with Marketing and commercial areas on specific campaigns.
• Prepare periodic reports on lead volume, management, contactability, opportunities and conversion by seller, branch, campaign or channel.
• Identify funnel drop‑off points and propose actions to improve prospect distribution and follow‑up.
• Use Power BI, Excel and the CRM to turn operational data into alerts and concrete actions.
• Ensure data quality and continuous updates in the CRM.

Required profile

• Current student or graduate in Marketing, Business Administration, Commercial Engineering or related fields.
• 1–2 years of experience in CRM, commercial support, sales administration, lead management, digital marketing, customer experience, sales‑oriented contact centre, back‑office commercial or sales‑force tracking.
• Intermediate proficiency in Excel (mandatory).

Required skills

• CRM tools (e.g., Salesforce, HubSpot, or similar)
• Microsoft Excel (intermediate)
• Power BI for data analysis and reporting