Role & responsibilities

The role focuses on CRM management, sales support, business development, and reporting.

- Manage and maintain CRM data, leads, contacts, and sales pipelines.
- Handle lead segmentation, database management, imports/exports, and data cleaning.
- Support B2B sales activities, including follow-ups, email campaigns, and prospect research.
- Coordinate meetings, demos, calendars, and follow-ups across U.S. time zones.
- Prepare CRM reports, dashboards, and sales performance summaries.
- Research target companies, decision-makers, and market opportunities.
- Use tools for data enrichment, contact sourcing, email sequencing, and automation.
- Improve sales processes and ensure accurate, organized, and up-to-date data.

Key Qualifications

- 2-5 years of CRM, Sales Operations, or Business Development experience.




- Experience with Zoho CRM preferred.
- Solid English communication skills.
- Good Excel/Google Sheets and large-data handling skills.
- Strong attention to detail, organization, and independent working ability.
- Experience managing large contact databases and active B2B sales pipelines.

Preferred candidate profile

- Experience supporting U.S.-based teams or workflows
- Familiarity with B2B technology sales processes and tools
- Exposure to mortgage, title, or real estate industries (preferred)
- Experience with email research, sequencing tools, and automation platforms
- Background in managing operations across U.S. and Indian markets

📌 CRM Sales Coordinator/BDO (Gurugram)
🏢 Balboa Tech
📍 Gurugram