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Location: Chakala, Andheri East, Mumbai
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Experience: 3-6 Years
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Qualification: Graduate (Postgraduate preferred)
Job Summary
We are looking for a detail-oriented
Revenue Operations & CRM Executive to own and manage CRM operations, data governance, reporting, user access, integrations, and process improvements. This role requires a proactive professional who can ensure data accuracy, optimize CRM workflows, support business teams, and maintain strong governance standards across systems.
Key Responsibilities
- Manage CRM administration, configuration, and day-to-day operations.
- Implement and test CRM enhancements, workflows, and automation before deployment.
- Maintain change logs, documentation, and release controls.
- Set up and manage sales pipelines, campaigns, and business processes.
- Monitor data quality, eliminate duplicates, and improve system governance.
- Manage CRM integrations with email, WhatsApp, analytics, and other business tools.
- Develop and maintain reports and dashboards for stakeholders.
- Support lead management, routing, and handover processes between teams.
- Administer user access, onboarding, role changes, and offboarding.
- Conduct CRM training sessions for new users.
- Coordinate with external vendors and ensure service quality and data security.
- Troubleshoot CRM issues and provide timely support to users.
- Drive process improvements by identifying and resolving root causes of recurring issues.
Required Skills & Experience
- 3-6 years of experience managing CRM platforms such as Zoho, Salesforce, HubSpot, or similar systems.
- Strong understanding of CRM administration, workflows, and automation.
- Experience in data governance, data quality management, and reporting.
- Knowledge of integrations, user management, and system configuration.
- Experience managing external vendors and service providers.
- Strong analytical, problem-solving, and stakeholder management skills.
- Ability to manage multiple priorities while maintaining attention to detail.
Preferred Background
- Experience in financial services or other regulated industries.
- Exposure to data privacy and compliance requirements.
- Knowledge of change management, testing, and release processes.
- Experience with CRM reporting and dashboard creation.
What You'll Bring
- Strong ownership and accountability.
- Excellent communication and coordination skills.
- Structured approach to process improvement and issue resolution.
- Ability to work independently and collaborate across teams.
- Focus on accuracy, governance, and operational excellence.
Skills: automation,crm,sales pipelines,salesforce,data quality management,crm operations,hubspot,configuration,user access,crm enhancements,reporting,financial,zoho,crm administration,system governance,campaigns,revenue operations,eliminate duplicates,integrations,data quality,data governance,process improvements,crm workflows
