Job Title: CRM Executive

Job Summary

We are looking for a results-driven and detail-oriented CRM Executive to oversee our customer relationship management activities. In this role, you will be responsible for managing day-to-day CRM operations using EdifyBiz (and similar CRM systems), optimizing lead management workflows, ensuring data hygiene, and coordinating with sales, marketing, and support teams to improve customer engagement and operational efficiency.

Key Responsibilities

- CRM Administration & Data Management:
- Daily operation, configuration, and maintenance of EdifyBiz CRM and relevant sales/service software modules.
- Manage lead pipelines, lead capture, assignment rules, and stage movement across the sales lifecycle.
- Ensure strict data hygiene, regular cleanup, deduplication, and accuracy of customer and account records.
- Generate quotes, tech-sheets, agreements, or service follow-ups directly through the CRM platform.
- Sales Operations & Pipeline Tracking:
- Track daily, weekly, and monthly sales activities, follow-ups, and task completion for field and internal teams.
- Monitor missed, due, and upcoming task follow-ups using CRM dashboards to ensure zero drop-off in sales opportunities.
- Coordinate with customer support and technical teams to resolve post-sales tickets or service requests.
- Reporting & Analytics:
- Build custom reports and real-time operational dashboards for management on sales targets,



product performance, and team activity.
- Analyze customer retention rates, lead conversion rates, and overall platform usage to identify bottleneck areas.
- User Support & Process Improvement:
- Train internal employees (sales representatives, support staff) on CRM feature usage, data logging guidelines, and mobile app features.
- Coordinate with CRM software vendors or internal IT teams for system updates, bug fixes, or custom feature requests.

Required Qualifications & Experience

- Experience: 1 to 4 years of proven hands-on experience as a CRM Executive, Sales Operations Executive, or Customer Support Coordinator.
- Software Expertise:
- Prior hands-on experience using EdifyBiz CRM (or similar enterprise/SaaS CRMs like Salesforce, Zoho, or HubSpot).
- Familiarity with sales tracking tools, lead management systems, quotation tools, and ticketing software.
- Technical Skills:
- Proficient in Microsoft Excel / Google Sheets (VLOOKUP, Pivot Tables, Data Formatting) for offline reporting.
- Strong understanding of CRM workflows, customer lifecycle mapping, and database management.
- Soft Skills: Excellent written and verbal communication, problem-solving ability, and robust organizational skills.
- Education: Bachelor’s degree in Business Administration, Information Technology, Marketing, or a related field.

Work Location: In person

📌 CRM Executive (Goregaon)
🏢 Medispec (I
📍 Goregaon