Job highlights

- Requirements . Must Have . 1- 4 years of experience in

- CRM workflows,automation,and user management . Hands- on experience in

- Excellent communication and stakeholder management skills. Good to Have .

- Experience in

About the Role

We are looking for a CRM &

- Business Process Lead to take full ownership of our LeadSquared CRM implementation across FOS (Feet- on- Street) mobile application and Outbound calling use cases . This is a centralized role responsible for driving CRM adoption, governance, automation, and continuous improvement. You will be the go- to person for all CRM- related requirements from strategy to execution, also ensuring seamless integration, accurate reporting, and process excellence across sales and operations.

Key Responsibilities

1. CRM Administration &
- Governance

- Own end- to- end administration of LeadSquared CRM for FOS and Outbound calling use cases.

- Define and enforce SOPs for lead creation, task management, activities, and opportunity handling.

- Maintain user management : roles, permissions, onboarding of new users, and timely deactivation.

- Ensure data hygiene, compliance, and security within CRM.

1. Process &
- Change Management

- Translate business requirements into workflows, automations, and custom fields in LSQ.

- Drive route/beat planning for FOS teams.

- Manage change requests: adding new products, updating workflows, optimizing lead journeys.

- Document processes and create training material (SOPs, videos, FAQs) for adoption.

1. Automation &
- Integration

- Manage and monitor APIs for real- time data sync between systems.

- Partner with tech teams to design, test, and optimize integrations.

- Automate repetitive processes to improve productivity and reduce manual dependency.

1. Reporting &
- Analytics

- Build and maintain MIS dashboards and reports to track lead pipeline, sales performance,



and activity KPIs.

- Deliver insights on FOS efficiency, conversion funnels, and outbound campaign ROI.

- Support management with custom reports for decision- making.

1. Training &
- Enablement

- Conduct regular training sessions for recent and existing users on CRM features and best practices.

- Develop self- help resources (videos, playbooks, quick guides).

- Act as the first point of contact for troubleshooting and escalating issues with LSQ support when needed.

1. Strategic Role

- Drive CRM adoption and process standardization across regions and business units.

- Continuously evaluate and recommend enhancements, automation, and new features to keep CRM future- ready.

- Collaborate with sales, operations, and tech leaders to ensure CRM strategy aligns with business goals.

Requirements

Must Have

- 1- 4 years of experience in CRM administration, business analysis, or sales process automation .

- Proven expertise in LeadSquared CRM (App &
- Web).

- Strong understanding of CRM workflows, automation, and user management .

- Hands- on experience in API- based integrations and data sync.

- Strong analytical mindset; ability to design reports/dashboards and derive actionable insights.

- Excellent communication and stakeholder management skills.

Good to Have

- Exposure to marketing and sales automation tools (MoEngage, WebEngage, CleverTap, etc. ).

- Experience in route/beat planning for sales teams.

- Knowledge of BI tools (Looker Studio, Power BI, Tableau).

- CRM certifications (LeadSquared, Zoho, Salesforce, HubSpot).

Why Join Us

- Opportunity to own centralized CRM strategy in a high- growth fintech environment.

- End- to- end visibility into sales processes, automation, and outbound operations.

- Direct impact on sales productivity, process efficiency, and business growth .

- Collaborative, dynamic, and growth- focused work culture.

📌 CRM & Business Process Lead (Mumbai)
🏢 BharatNXT
📍 Mumbai