Data Entry Operator & CRM Executive

Job Summary

We are looking for a detail-oriented and tech-savvy Data Entry Operator & CRM Executive to manage accurate data entry, database maintenance, CRM operations, and reporting.

The candidate will be responsible for maintaining data accuracy and integrity, managing customer and lead information, supporting sales and marketing teams with CRM reports, and ensuring smooth day-to-day usage of the CRM and LMS platforms.

Key Responsibilities

Data Entry & Database Management

- Accurately enter and update customer, lead, sales, and other business-related data in databases, spreadsheets, and CRM systems.
- Maintain and regularly update customer and lead records.
- Conduct periodic data audits to identify and correct errors, duplicates, and incomplete information.
- Ensure proper organization and maintenance of digital files and records.
- Perform regular data backups and maintain data security.
- Ensure confidentiality and accuracy of sensitive business and customer information.

CRM Management

- Manage and maintain CRM platforms such as Salesforce, Zoho, Meritto, HubSpot, Freshsales, or similar systems.
- Ensure CRM data is clean, accurate, complete, and up to date.
- Create and update lead, customer, deal, and follow-up records.
- Monitor CRM workflows, lead assignments, follow-ups, and task updates.
- Assist the Sales and Marketing teams with CRM data extraction and report generation.
- Support users with basic CRM-related queries and assist in maintaining proper CRM usage.
- Help onboard and guide new users on basic CRM processes and best practices.

LMS & Recording Management

- Upload and maintain training/class recordings and other relevant content in the LMS.
- Provide appropriate access to users for recordings and LMS resources.




- Ensure recordings and other learning resources are properly organized and accessible.
- Regularly check and maintain LMS data and content.

Reporting & Coordination

- Prepare regular reports related to leads, customer interactions, sales pipeline, follow-ups, and CRM activities.
- Extract and organize data from CRM systems as required by management and internal teams.
- Coordinate with Sales, Marketing, Customer Support, and other teams to collect and verify required information.
- Identify gaps in data and coordinate with relevant teams for timely corrections.
- Assist in improving and streamlining data management and CRM-related processes.

Candidate Requirements
- Education: High School Diploma or equivalent required; Bachelor's degree preferred.
- Experience: 1–3 years of experience in Data Entry, CRM Operations, MIS, or a similar role.
- Strong proficiency in MS Excel, MS Office, and Google Workspace.
- Hands-on experience with CRM software such as Salesforce, Zoho, Meritto, HubSpot, Freshsales, or similar platforms.
- Good typing speed with high accuracy.
- Robust attention to detail and excellent organizational skills.
- Basic understanding of sales, lead management, and customer service processes.
- Good analytical and problem-solving skills.
- Ability to manage multiple tasks and meet deadlines.
- Strong communication and coordination skills.
- Ability to handle confidential and sensitive information responsibly.

Key Skills Data Entry | CRM Management | CRM Operations | MS Excel | MIS Reporting | Database Management | Lead Management | Data Validation | Data Cleaning | Reporting | LMS Management | Google Workspace | Customer Data Management

Pay: ₹20,000.00 - ₹25,000.00 per month

Experience

- CRM Executive : 1 year (Required)
- Data entry: 1 year (Required)

Location:
- Andheri, Mumbai, Maharashtra (Required)

Work Location: In person

📌 CRM Executive (Andheri)
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