- Maintain and update customer information in CRM systems.
- Support the Senior CRM Manager in developing customer retention strategies, budgets, and roadmaps.
- Analyze and manage CRM data using Microsoft Excel.
- Conduct regular status meetings and gather feedback from the sales team.
- Coordinate with operations and product teams to prioritize CRM-related projects.
- Ensure data is accurate, organized, well-documented, and easy to maintain.
- Stay updated on new CRM processes and product information.
- Send quarterly client communications, marketing invitations, and other CRM campaigns.
- Continuously improve sales and CRM knowledge.
Required Skills
- 13 years of CRM, customer service, sales support, or related experience.
- Advanced proficiency in Microsoft Excel (mandatory).
- Experience with Zoho CRM (preferred).
- Solid numerical and analytical skills.
- Excellent organizational and communication skills.
- Ability to manage multiple tasks and collaborate across teams.
- Attention to detail and commitment to data accuracy.
- Eagerness to learn and grow professionally.