CRM Executive

Location: Chakala, Andheri East, Mumbai

Experience: 2-4 Years

Looking for a role where your Zoho CRM expertise can make a real impact?

We're seeking a Zoho CRM Executive who enjoys improving processes, managing CRM data, building automation, and supporting business teams. If you've worked hands-on with Zoho CRM and want to take ownership of CRM operations, we'd love to hear from you.

What You'll Do

• Manage and maintain Zoho CRM on a daily basis
• Create workflows, automation rules, reports, and dashboards
• Support lead management and sales pipeline activities
• Ensure CRM data is accurate, organized, and up to date
• Handle data imports, updates, and cleanup projects
• Work with teams across Sales, Marketing, and Operations
• Support CRM integrations with business tools and platforms
• Identify process improvements and help drive CRM efficiency

What We're Looking For

• 2-4 years of hands-on Zoho CRM experience
• Experience creating workflows and automation
• Strong understanding of CRM data management
• Experience building reports and dashboards
• Good problem-solving and communication skills
• Ability to work independently and take ownership

Nice to Have

• Experience supporting Sales or Marketing teams
• Exposure to CRM integrations
• Experience with CRM process improvement initiatives

Why Join?

• Opportunity to own and improve CRM processes
• Cross-functional exposure across multiple business teams
• High-impact role with visibility and responsibility
• Learning and growth opportunities in operations and CRM management

Apply If You Have

✅ Strong Zoho CRM experience

✅ Experience with workflows, reports, and dashboards

✅ A passion for process improvement and data accuracy

✅ A proactive and solution-oriented approach to work

We're primarily looking for candidates with hands-on Zoho CRM experience.

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.

Key Responsibilities:

• Coordinate with different internal teams to ensure timely task completion.
• Track project activities, deadlines, pending tasks, and deliverables.
• Maintain and regularly update CRM with accurate client and lead information.
• Manage follow-ups with internal teams and clients.
• Track client requirements, feedback, approvals, and pending information.
• Ensure proper client onboarding and handover between teams.
• Monitor CRM follow-ups and ensure no leads or client activities are missed.
• Identify process delays and escalate issues to the concerned manager.
• Prepare daily/weekly MIS and process reports for management.
• Maintain trackers, documentation, and process records.
• Support the team in improving internal processes and workflow efficiency.

Requirements:

• 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
• Good knowledge of Excel/Google Sheets and CRM tools.
• Strong communication and follow-up skills.
• Excellent organizational and time-management abilities.
• Ability to coordinate with multiple teams simultaneously.
• Strong attention to detail and problem-solving skills.
• Basic understanding of digital marketing is preferred.
• Ability to work in a fast-paced agency environment.

Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation