Job Summary

We are looking for a skilled and detail-oriented CRM Executive with mandatory hands-on experience in Zoho CRM to manage customer databases, lead tracking, sales pipelines, workflow automation, and management reporting. The candidate will be responsible for maintaining CRM data accuracy, optimizing CRM processes, coordinating with sales and other departments, and ensuring timely follow-ups on leads and customer enquiries.

The ideal candidate must have practical experience using Zoho CRM and should be capable of configuring the system, generating reports, managing workflows, and improving operational efficiency through CRM automation.

Key Responsibilities

• Manage, configure, and maintain the company's Zoho CRM platform.
• Maintain customer databases, leads, contacts, accounts, deals, and sales records.
• Track leads throughout the sales lifecycle, from enquiry generation to conversion.
• Configure and manage sales pipelines, stages, activities, tasks, and follow-up reminders.
• Set up workflow rules, automated notifications, assignment rules,



and scheduled actions in Zoho CRM.
• Customize CRM modules, fields, layouts, views, and validation rules as per business requirements.
• Generate and maintain reports, dashboards, and sales performance metrics using Zoho CRM.
• Monitor lead status, conversion ratios, pending follow-ups, sales activities, and team performance.
• Ensure accurate data entry, data cleansing, duplicate management, and database maintenance.
• Coordinate with sales, marketing, operations, and management teams to understand CRM requirements.
• Train and assist CRM users in using the system effectively and following standard processes.
• Troubleshoot CRM-related issues and coordinate with Zoho support or technical teams when required.
• Manage data imports, exports, and migration activities while maintaining data integrity.
• Identify opportunities to improve CRM usage, reporting accuracy, and process automation.
• Support integration of

📌 CRM (Mumbai)
🏢 Neuraleap Group
📍 Mumbai