Key Responsibilities
Manage and maintain the Zoho CRM system and ensure data accuracy and governance.
Set up and manage investment deals, sales pipelines, campaigns, leads, and workflows.
Ensure proper CRM governance and maintain the boundary between *CRM and AIMS.
Review and control CRM changes, testing, approvals, releases, and rollback plans.
Maintain change logs, process documentation, and internal CRM guidelines.
Manage CRM data imports, bulk uploads, migrations, backups, and data verification.
Identify and resolve *duplicate records, missing information, data errors, and recurring CRM issues.
Manage integrations with Email, WhatsApp, Marketing Automation, Analytics, and other business tools.
Create and maintain CRM reports, dashboards, and MIS.
Ensure proper lead source tracking and automatic lead allocation to the relevant salesperson.




Manage the Fund Raising- Investor Relations handover to ensure complete investor information and smooth transition.
Manage CRM user access, onboarding, role-based permissions, and access removal.
Provide CRM training and day-to-day technical support to internal teams.
Support data privacy requests and CRM-related security incidents.
Coordinate with external CRM vendors and manage vendor access, contracts, deliverables, and offboarding.
Monitor CRM usage and work with teams to improve CRM adoption and process compliance.
Troubleshoot CRM issues

Pay: From ₹48,000.00 per month

Work Location: In person

📌 Revenue Operations & Crm Executive Mumbai
🏢 Property 365
📍 Mumbai