We're Hiring: CRM Executive – Zoho CRM

Department: Sales Operations / CRM

Job Type: Full time

Experience: 3–6 Years

Location: Mohan Cooperative , Delhi

Key Responsibilities

- Manage and maintain leads, contacts, accounts, and deals in Zoho CRM.
- Track incoming leads, assign leads to the relevant sales team members, and monitor lead status.
- Ensure timely follow-ups and maintain accurate records of calls, emails, meetings, and customer interactions.
- Monitor the sales pipeline and help the team track opportunities from lead generation to closure.
- Maintain CRM data accuracy by identifying duplicate records, incomplete information, and outdated entries.
- Generate daily, weekly, and monthly reports on leads, follow-ups, conversions, and sales performance.
- Create and maintain CRM workflows, tasks, reminders, assignment rules, and basic automation.
- Develop and maintain reports and dashboards to support management decision-making.
- Coordinate with sales and marketing teams to ensure smooth lead management and follow-up processes.
- Support CRM users with day-to-day queries and basic troubleshooting.
- Identify opportunities to improve CRM usage, reporting, and sales productivity.
- Maintain confidentiality and integrity of customer and company data.

Required Qualifications & Skills
- Graduate in any discipline; a degree in Business Administration, IT, or a related field is preferred.
- 3–6years of experience in CRM operations, sales coordination,



or a similar role.
- Hands-on experience with Zoho CRM is mandatory.
- Good understanding of leads, contacts, accounts, deals, and sales pipelines.
- Working knowledge of CRM workflows, automation rules, reports, and dashboards.
- Good command of MS Excel or Google Sheets.
- Strong organizational, analytical, and problem-solving skills.
- Good verbal and written communication skills.
- Ability to coordinate with multiple teams and manage tasks independently.

Preferred Skills
- Experience with Zoho CRM customization, custom fields, layouts, and assignment rules.
- Familiarity with Zoho Analytics or other Zoho applications.
- Basic understanding of CRM integrations and data import/export.
- Experience working in an IT, technology, or B2B services company.

Key Performance Indicators (KPIs)
- Accuracy and completeness of CRM data.
- Timely lead assignment and follow-up tracking.
- Accuracy and timely submission of CRM reports.
- Reduction in duplicate records and missed follow-ups.
- Proper maintenance of the sales pipeline.
- Effective CRM adoption and process compliance.

Ideal Candidate

We are looking for someone who is detail-oriented, takes ownership of CRM data and processes, understands sales team requirements, and can use Zoho CRM effectively to improve business operations.

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Pay: ₹400,000.00 - ₹700,000.00 per year

Work Location: In person

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