CRM Administrator

Role Overview

The Business Development Administrator is the organiser, problem-solver, and data lead to keep growth activities running efficiently. The role ensures that the CRM system remains accurate, reports are clear, and the team has the information and support needed to focus on relationship development and securing new work.

The Business Development Administrator ensures that leads are validated, reports are prepared, meetings are coordinated, and processes run efficiently ensuring that opportunities are recognised early and developed effectively through seamless processes.

Key Responsibilities

Complete management of our pipeline and working closely with the Senior Business Development Manager to control individual team data.

Add and validate new leads against agreed criteria, liaising with external lead sources including networkers and agents.

Monitor lead status and progress, ensuring timely follow-up and closure in line with weekly and monthly targets.

Remove or update duplicate, incomplete, or stale data to maintain system integrity. Research cold leads to help generate new opportunities for the pipeline.

Supporting the Senior Business Development Manager with the coordination of key activities including monthly BD commissions, internal meeting scheduling, document management, and support for internal campaigns.

Send marketing credentials and updates to prospects as needed.

Arrange internal meetings and keep relevant calendars up to date.

Take notes during team meetings and ensure agreed actions are followed up.

Maintain BD files and shared folders so documents are easy to find and up to date. Provide administrative support to Business Development & Marketing for campaigns and projects. Work with the Business Intelligence Director, to provide data for internal reporting and gain valuable insights to make data-driven decisions against KPIs.

Prepare briefing packs and notes for Project Directors attending high-value prospect meetings. Maintain internal dashboards and refine existing reporting frameworks to increase visibility and provide better insight for decision-making.

Manage communication across multiple channels (email, Teams, WhatsApp, phone, and text) with clarity and professionalism.

Liaise confidently with internal stakeholders, senior leadership, and external teams. Build and maintain rapport with lead contributors, acting as a point of contact for coordination.

Behaviours

Setting clear expectations and following through consistently.

Demonstrating fairness, empathy and respect in daily interactions.

Giving and seeking constructive feedback, and recognising achievements.

Living the values through day-to-day actions.

Acting with integrity, transparency and accountability.

Communicates openly, listens actively and inspires trust.

Showing resilience, adaptability and solution focused thinking.

Strong attention to detail and problem-solving skills.

Our Values

Humble - Being humble means putting ego aside, staying open to learning, and helping others grow. Approach every situation with openness, curiosity, and a willingness to learn.

Prioritise collaboration over personal recognition and celebrate team wins.

Offer support and mentorship to others, recognising that success is shared.

Actively seek feedback and use it to grow continuously.

Hungry - Being hungry means staying self-motivated, driven to go above and beyond, and always looking for ways to contribute and grow.

Proactively look for ways to add value and exceed expectations in your role.

Maintain a strong work ethic and an internal drive to achieve excellence.

Actively seek opportunities to improve processes, solve problems, and contribute to team and business success.

Embrace challenges and take initiative to expand your role and impact.

Smart - Being smart means having emotional intelligence, making good business decisions, listening actively, and communicating with empathy and good judgment

Make thoughtful, well-informed decisions that benefit the team and the business. Listen actively and communicate with clarity and respect.

Show empathy and awareness in interactions by understanding the impact of your words and actions, while navigating group dynamics with professionalism and tact.

Build strong relationships through thoughtful collaboration and effective communication.