Key Responsibilities

- Partner with deal teams and COOs to maintain accurate, clean, and up-to-date deal pipelines.
• Create and maintain deals in DealCloud, ensuring all required fields and pipeline attributes are properly captured.
• Coordinate with COOs and deal teams to gather updates on deal stage, status, timing, ownership, and key details.
• Manage tags and critical data points to ensure seamless flow of information into reporting views and pipelines.
• Support operational deal administration activities, including NDA tracking, BV submissions, and related processes.
• Conduct regular pipeline hygiene reviews to identify stale deals and coordinate closure or archival where necessary.
• Monitor NDA submissions and inbox workflows to ensure execution dates and milestones are accurately tracked within the CRM.
• Collaborate with business and technology teams to align entities with appropriate data sources, including Data Cortex, for improved data consistency.
• Execute entity deduplication initiatives and enhance entity records with accurate metadata, classifications, identifiers, and relationships.




• Standardize and cleanse contact names and titles while ensuring linkage to Intapp data for stronger data integrity across systems.
• Perform cancelled meeting clean-up activities to maintain high-quality relationship and interaction data.
• Conduct restricted keyword clean-up to ensure compliance with internal standards and accurate activity classification.
• Support deal teams and business users in tagging interaction and email data points, including notes, to improve reporting, searchability, and relationship visibility

Requirements

2–5 years of experience in CRM administration, pipeline management, data operations, or business operations support.
• Hands-on experience with CRM platforms such as DealCloud, Salesforce, Microsoft Dynamics, or similar systems.
• Solid understanding of deal lifecycle management, pipeline tracking, and reporting processes.
• Experience with data cleansing, entity management, deduplication, and metadata maintenance.
• Familiarity with platforms such as Intapp, Data Cortex, or relationship intelligence tools is preferred.

📌 CRM Operations Analyst (Mumbai)
🏢 Crescendo Global Leadership Hiring India
📍 Mumbai