About the RoleWe are looking for a detail-oriented CRM Executive to manage and optimize our CRM platform. You will ensure data accuracy, build automated lead workflows, generate performance dashboards, and support internal teams with CRM operations.
- Key ResponsibilitiesManage daily operations and data hygiene of the CRM platform.
- Set up automated lead routing, workflow triggers, and customer journey segments.
- Build custom reports and real-time performance dashboards for Sales and Marketing.
- Integrate third-party tools (email platforms, customer support, web forms) with the CRM.
- Train and assist internal team members on CRM usage and best practices.
- Key Requirements1–3 years of experience managing a CRM system.
- Advanced proficiency in Excel / Google Sheets (Pivot Tables, VLOOKUP/XLOOKUP).
- Solid understanding of sales pipelines, lead management, and marketing automation.
- Robust analytical, troubleshooting, and communication skills.
- Preferred: CRM Administrator Certification (Salesforce/HubSpot).