Location - Mumbai
Experience - 4-6 Yrs
Budget - Up to 6 Lacs

The CRM specialist will be responsible for maintaining a reliable CRM system and giving the Sales, Marketing and Business Development teams transparent visibility of leads, opportunities, pipeline, customer activity and business performance. The role goes beyond data entry. It includes ensuring data quality, driving CRM usage, preparing timely MIS and dashboards, analysing trends, and helping the business identify follow-up actions, dormant customer opportunities and areas for improvement.

Responsibilities:-

· Maintain complete, accurate and up-to-date CRM records for leads, contacts, customers and opportunities.
· Regularly audit records for missing information, incorrect customer details, duplicates and outdated entries.
· Maintain data hygiene standards and ensure that information entered into the CRM is reliable for business use.
· Follow agreed processes for record updates, data correction and database maintenance.
· Track leads through each stage: generation, qualification, meeting, opportunity and closure.




· Ensure lead status, opportunity stage, next action and follow-up dates are updated within agreed timelines.
· Monitor lead ageing and flag opportunities that have no next action or have remained inactive.
· Coordinate with the relevant teams to ensure stalled opportunities are followed up, requalified or closed appropriately.
· Maintain an accurate view of pipeline value, sales stages, expected closure dates and opportunity status.
· Monitor pipeline coverage against sales targets and highlight gaps, delays or unrealistic closure assumptions.
· Support sales forecasting by comparing forecast revenue with actual results and tracking variances.
· Prepare pipeline summaries that help management understand likely closures and required actions.
· Support Sales, Marketing and Business Development teams in using the CRM correctly and consistently.
· Monitor timely updates of activities, follow-ups, opport

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