Operations Executive – CRM & Sales Operations

Company: Dhanguard

Department: Operations

Employment Type: Full-time

Experience: 1–3 Years

About the Role

Dhanguard is looking for a tech-savvy and detail-oriented Operations Executive to manage our CRM and support day-to-day sales operations.

This role is ideal for someone who enjoys working with CRM systems, data, reporting, processes, and problem-solving and can work comfortably with both technical and non-technical teams.

You will be responsible for keeping our CRM efficient and accurate, supporting sales teams with reporting and performance tracking, and identifying opportunities to improve operational processes.

Key Responsibilities

CRM Management

- Manage the CRM system, including data entry, data hygiene, pipelines, workflows, dashboards, and reports.
- Configure and maintain CRM fields, processes, and workflows as business requirements evolve.
- Identify and troubleshoot CRM issues and coordinate with internal teams or vendors for resolution.
- Support integrations with email, WhatsApp, calling systems, and other business tools.
- Train sales team members on CRM usage and ensure proper data entry and process compliance.

Sales Operations & Reporting
- Track daily, weekly, and monthly sales performance and pipeline metrics.
- Monitor targets, follow-ups, conversions, and team performance.
- Prepare MIS reports, dashboards,



and presentations for management.
- Support incentive and performance tracking.
- Coordinate between sales teams and leadership to ensure smooth reporting and communication.
- Proactively identify gaps and highlight operational issues.

Process & General Operations
- Identify opportunities to improve CRM utilization and operational efficiency.
- Help automate repetitive processes and improve workflows.
- Act as a bridge between technology/tools and business teams.
- Support ad-hoc operational requirements and projects.

What We’re Looking For

- 1–3 years of experience in Operations, CRM Administration, Sales Operations, or Sales Support.
- Experience with CRM platforms such as Bitrix, Zoho, HubSpot, Salesforce, LeadSquared, or similar.
- Strong knowledge of Excel/Google Sheets, including formulas and pivot tables.
- Strong technical aptitude and ability to learn new tools quickly.
- Positive understanding of sales processes and pipeline management.
- Excellent communication and coordination skills.
- Strong attention to detail and data accuracy.
- Ability to manage multiple priorities independently.

Good to Have

- Experience with Power BI or Google Data Studio/Looker Studio.
- Familiarity with Zapier, Make, or other automation tools.
- Basic understanding of SQL, APIs, or webhooks.
- Experience working with CRM integrations.

📌 Operations Executive – CRM & Sales Operations (Noida)
🏢 Dhanguard
📍 Noida