We are looking for a CRM & Offering Management professional who will own CRM governance, sales data analytics, offering management, and execution tracking across the organization.

The role will act as a bridge between Sales, Business Units, Marketing, and Leadership, ensuring that CRM data is accurate and actionable, company offerings are systematically mapped to target accounts and opportunities, and business strategies are translated into measurable sales actions.

The candidate should have robust hands-on knowledge of Zoho CRM or comparable CRM platforms such as Salesforce, Microsoft Dynamics 365, or HubSpot, along with strong analytical and business planning capabilities.

Roles and Responsibilities

Key Responsibilities

1. CRM Ownership & Governance
- Own day-to-day administration, governance, and adoption of the CRM platform.
- Establish and maintain CRM processes covering:
- Leads
- Accounts
- Contacts
- Opportunities
- Sales activities
- Pipeline
- Forecasting
- Won/lost opportunities
- Ensure completeness, accuracy, consistency, and timely updating of CRM data.




- Define mandatory fields, stage definitions, opportunity qualification criteria, and CRM hygiene standards.
- Track CRM usage and follow up with sales teams for data completeness.
- Work with CRM administrators/IT teams for workflow automation, integrations, dashboards, and enhancements.

2. Sales Data Analytics & Management Reporting
- Analyze CRM data to provide actionable insights to sales and management.
- Develop dashboards and reports covering:
- Pipeline by geography, industry, account, salesperson, and offering
- Pipeline coverage against targets
- Lead-to-opportunity and opportunity-to-order conversion
- Sales cycle duration
- Win/loss analysis
- Customer engagement and meeting activity
- New vs. existing account business
- Account penetration
- Opportunity aging
- Forecast accuracy
- Identify gaps in pipeline, customer coverage, sales activities, and conversion.
- Prepare weekly, monthly

📌 Executive - CRM, Offering Management & Sales Analytics (Bengaluru)
🏢 Utthunga Technologies
📍 Bengaluru