CRM & Sales Operations Executive

Company: Inventant Education

Location: Noida, Sector 63

Employment Type: Full time

Experience: 2–4 Years

Salary: ₹25,000 – ₹30,000 per month

About Inventant Education

Inventant Education is a fast-growing EdTech company specializing in AI, Robotics, Coding, STEM, and future-ready learning solutions for schools. We work with schools to deliver innovative, technology-driven educational programs that promote creativity, practical learning, and future-ready skills.

Job Overview

We are looking for a CRM & Sales Operations Executive to support our sales team by managing CRM activities, sales pipelines, lead tracking, follow-ups, MIS reporting, and day-to-day sales coordination.

The ideal candidate should have strong hands-on experience with CRM software, MS Excel, Google Sheets, sales reporting, and sales coordination. The candidate should be highly organized, detail-oriented, and capable of ensuring that leads and sales activities are properly tracked and followed up.

Key Responsibilities

- Manage and maintain CRM data, including leads, prospects, clients, opportunities, and follow-ups.
- Track leads from initial enquiry through follow-up, conversion, and closure.
- Ensure timely and accurate updating of sales activities in the CRM.
- Monitor the sales pipeline and identify pending and inactive opportunities.
- Coordinate with the sales team regarding daily follow-ups, meetings, demonstrations, proposals, and closures.
- Track sales targets, achievements, lead conversion, pending opportunities, and pipeline status.
- Prepare and maintain daily, weekly, and monthly MIS and sales reports.
- Generate CRM-based reports for management and sales review meetings.




- Monitor pending follow-ups and ensure timely action by the concerned sales team members.
- Coordinate with internal departments for quotations, proposals, presentations, orders, and other sales requirements.
- Maintain accurate customer records and sales documentation.
- Assist the sales team with scheduling meetings, demonstrations, appointments, and follow-up calls.
- Handle basic customer/client coordination and ensure timely resolution of queries.
- Maintain sales trackers and dashboards using MS Excel and Google Sheets.
- Provide regular updates to management regarding sales activities, CRM data, and pipeline movement.
- Identify gaps in CRM data and sales processes and ensure proper follow-up.

Eligibility Criteria
- Graduate in any discipline.
- 2–4 years of relevant experience in CRM, Sales Operations, Sales Coordination, Sales Support, or a similar role.
- Hands-on CRM experience is mandatory.
- Good working knowledge of CRM platforms such as Zoho CRM, Salesforce, HubSpot, Freshsales, or similar tools.
- Strong knowledge of MS Excel and Google Sheets.
- Experience in lead management, sales pipeline tracking, and follow-up management.
- Good understanding of sales processes and CRM workflows.
- Strong communication, coordination, and follow-up skills.
- Good analytical and organizational abilities.




- Ability to manage multiple tasks and maintain accurate data.
- Experience in EdTech, Education, Publishing, B2B, SaaS, or other sales-driven industries will be preferred.

Required Skills
- CRM Management
- Sales Operations
- Lead Management
- Sales Pipeline Management
- Follow-up Tracking
- MIS & Sales Reporting
- MS Excel & Google Sheets
- Sales Team Coordination
- Data Management
- Client Coordination
- Communication Skills

Preferred Candidate Profile The ideal candidate will be someone who:
- Has practical, hands-on experience managing CRM and sales data.
- Understands the complete sales cycle from lead generation to closure.
- Can independently monitor sales pipelines and pending follow-ups.
- Is comfortable working with sales teams and management.
- Has strong Excel/Google Sheets skills and can prepare meaningful MIS reports.
- Is highly organized and follows up proactively rather than waiting for instructions.
- Can work in a fast-paced, target-oriented environment.

Salary & Benefits
- Salary: ₹25,000 – ₹30,000 per month
- Career growth opportunities
- Professional and collaborative work environment
- Chance to work in the growing EdTech sector
- Exposure to AI, Robotics, Coding, STEM, and technology-driven educational solutions

Pay: Up to ₹30,000.00 per month

Application Question(s)

- How many years of hands-on CRM experience do you have?
- Which CRM software have you worked with?
- What is your current CTC?
- What is your expected CTC?
- How soon can you join?
- Our maximum budget for this role is ₹30,000 per month. Are you comfortable with this salary range?

Experience:
- CRM software: 3 years (Required)

Work Location: In person

📌 CRM & Sales Operations Executive (Noida)
🏢 Goyal Books Overseas
📍 Noida