Job Description
Designation: CRM Marketing Operations Executive
Department: Revenue Operations
Location: Noida (Work From Office)
Experience: 3 - 5 Years
About WebBee
WebBee develops SaaS products that automate eCommerce operations for businesses worldwide. We are looking for a highly organized qualified to own our CRM operations, marketing campaigns, customer lifecycle data, reporting and process improvements.
Role Summary
You will own Zoho CRM accuracy, marketing operations, customer lifecycle workflows, newsletters, estimates, dashboards and reporting. This is an operations role focused on process excellence rather than direct selling.
Key Responsibilities
- Own and maintain Zoho CRM with >99% data accuracy.
- Manage inbound, outbound and upsell/cross-sell pipelines.
- Maintain pipeline hygiene and follow up internally on stalled deals.
- Manage Zoho Campaigns and customer newsletters.
- Segment mailing lists and monitor campaign performance.
- Prepare and send quotations/estimates through CRM.
- Maintain reports, dashboards and forecasting.
- Identify automation opportunities and document SOPs.
- Coordinate with Sales, Marketing, Customer Success, Finance and Product.
- Excel/Google Sheets
- Reporting & dashboards
- Business communication
- Process documentation
- Analytical mindset
- Attention to detail
- SaaS experience preferred
Success in First 90 Days
- CRM accuracy above 99%
- Reliable dashboards
- Weekly newsletters executed on time
- Standardized CRM processes
- Management reporting established
- Automation opportunities identified
Key Result Areas (KRAs)
1. CRM Data Accuracy - 25%
2. Pipeline Hygiene - 20%
3. Marketing Campaign Execution - 15%
4. Reporting & Dashboard Accuracy - 15%
5. Estimate Turnaround Time - 10%
6. Process Improvement & Automation - 10%
7. Ownership & Collaboration - 5%
Weekly Performance Review
CRM accuracy score
Pipeline hygiene score
Campaigns completed on schedule
Estimates sent within 24 working hours
Dashboard/report accuracy
One documented process improvement or automation idea every week
Manager rating for ownership and collaboration
Ideal Candidate
Highly organized, process-driven, detail-oriented, proactive, disciplined, comfortable working with SaaS tools, and passionate about improving business operations.