CRM & Admin Executive – Job Description

Experience: 1–3 Years

Main Objective

Maintain a clean, accurate, and updated CRM system while ensuring every lead has proper follow-up and next-action tracking.

Key Responsibilities

- Upload and update new leads in the CRM.
- Clean and maintain company and client data.
- Identify and remove duplicate leads/data.
- Assign leads to the concerned sales/team members.
- Create and monitor follow-up tasks.
- Ensure regular CRM updates and accurate lead status.
- Maintain and organize client documents.
- Prepare daily/weekly CRM and management reports.
- Coordinate with the Accounts team for invoices and payment-related updates.
- Track renewal dates and send timely reminders.
- Maintain compliance-related reminders and deadlines.




- Coordinate with internal teams to ensure timely action on pending leads.

Key Rule

No lead should remain in the CRM without a defined next action, follow-up date, or proper closure status.

Required Skills

- Good knowledge of CRM software and MS Excel/Google Sheets.
- Strong data management and organizational skills.
- Valuable communication and coordination skills.
- Attention to detail and accuracy.
- Ability to manage follow-ups and deadlines.
- Basic understanding of invoices, renewals, and compliance tracking.

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits:

- Cell phone reimbursement
- Internet reimbursement
- Paid time off

Work Location: In person

📌 CRM Administrator (Motera)
🏢 Betasys Healthcare
📍 Motera