Responsibilities

CRM Data Management

- Audit CRM records (Zoho / HubSpot / Salesforce) for accuracy, completeness, and duplication.
- Enrich contact and company records using AI research tools.
- Identify, merge, or remove duplicate records; keep duplicate rate below 2%.
- Maintain CRM data completeness above 95%.

Data Modeling &

- Segmentation

- Build segmentation models for target accounts by industry, geography, and size.
- Build and maintain the lead scoring model; update it quarterly.
- Apply data criteria for Tier 1 / Tier 2 / Tier 3 account classification, based on inputs from the Research Analyst.

Automation &

- AI Workflows

- Automate repetitive data collection and data-entry tasks using Python and AI tools (ChatGPT, Perplexity, Claude, NotebookLM).
- Build or maintain integrations that pull data from LinkedIn Sales Navigator, company websites, and public registries into the CRM.
- Ship at least 2 automation improvements per quarter that measurably cut manual research or data-entry time.

Dashboards &

- Reporting

- Build and maintain Power BI or Tableau dashboards for CRM data quality, pipeline coverage, and market coverage.
- Automate recurring data feeds for the monthly competitor intelligence report and quarterly market opportunity report.
- Prepare the underlying numbers, charts, and tables for industry reports and executive briefing notes (research and narrative stay with the Research Analyst/Manager).

Database &

- Infrastructure

- Maintain master prospect and account databases across Australia, UK, USA, and recent verticals as they're added (e.g., NDIS).




- Structure data schemas used for account-based research and event target lists.
- Keep data consistent across CRM, spreadsheets, and BI tools — no conflicting numbers across systems.

Cross-functional Support

- Convert raw research output from the Research Analyst into structured, usable datasets.
- Work with internal automation/IT teams to scale tools built for research and CRM workflows.
- Pull and score event attendee data (target lists, tier classification) ahead of each event.

Qualifications and Experience

- 2–5 years in data analysis, CRM operations, marketing/sales analytics, or business intelligence.
- Experience handling B2B data across multiple geographies preferred (Australia, UK, USA).
- Works comfortably with messy, unstructured data and turns it into clean, usable datasets.
- High attention to detail — low tolerance for data errors. Can prioritize independently across requests from Sales, Marketing, and Leadership without constant direction.
- Picks up new AI/automation tools on their own, without being asked.
- Experience in a fast-scaling services or outsourcing company is a plus, not a requirement.

Key Skills

Required

- Python (data manipulation, scripting, automation)

- SQL
- Advanced Excel / Google Sheets (pivot tables, XLOOKUP, macros)
- Power BI or Tableau (at least one)
- CRM platform experience: Zoho, HubSpot, or Salesforce (at least one)
- AI research/automation tools: ChatGPT, Perplexity, Claude, NotebookLM

- Data cleaning and deduplication

Preferred

- API integration basics
- Web scraping (e.g., BeautifulSoup, Selenium, or similar)
- Lead scoring / segmentation methodology

📌 Sales Operations _ Marketing (Bengaluru)
🏢 Befree Private
📍 Bengaluru