Job Description – Revenue Operations & CRM Executive
- Location: Chakala, Andheri East, Mumbai
- Experience: 3–6 Years
- Qualification: Graduate; Postgraduate preferred
- Function: Revenue Operations | CRM | Data Governance
- Reporting To: COO
- CRM: Zoho
About The Role
Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real estate credit and high-yield debt strategies. The company works with Wealth Management Firms, National Distributors, IFAs, Multi-Family Offices, Private Banks, AMCs and other strategic channel partners.
The Revenue Operations & CRM Executive will be the
single owner of CRM governance and operations, ensuring the CRM remains accurate, secure, well-governed and trusted. The role will work closely with Fund Raising, Investor Relations, Marketing, Finance and other internal teams. Arbour_Revenue Operations & CRM…
Key Responsibilities
- CRM Governance & AIMS Boundary
- Ensure money-related information is not entered or modified from the CRM side.
- Monitor CRM–AIMS discrepancies and resolve/escalate issues appropriately.
- Investigate and permanently close incorrect data-flow routes. Arbour_Revenue Operations & CRM…
- CRM Changes & Change Control
- Test all CRM changes in a sandbox/test environment before going live.
- Maintain change logs, approvals and rollback plans.
- Configure and test CRM automation such as lead assignment.
- Maintain user guides and documentation for major releases. Arbour_Revenue Operations & CRM…
- Deals, Data & Integrations
- Set up investment deals, sales pipelines and marketing campaigns in Zoho.
- Manage bulk imports/data migrations with proper backup and validation.
- Maintain data quality and resolve recurring issues such as duplicates and missing fields.
- Integrate CRM with email, WhatsApp, marketing automation and analytics tools. Arbour_Revenue Operations & CRM… Arbour_Revenue Operations & CRM…
- Reporting & Lead Management
- Build CRM reports and dashboards for internal teams.
- Ensure new leads have a clear source and are automatically routed to the appropriate salesperson.
- Manage the Fund Raising → Investor Relations handover so that investor information and context are not lost.
- Any report containing money figures must be reviewed and approved by Finance. Arbour_Revenue Operations & CRM…
- Access, Security & Onboarding
- Manage CRM access based on employee roles.
- Provide CRM training to new joiners before they access live records.
- Support CRM-side security incidents and investigations.
- Handle personal-data requests such as access, correction and deletion within required timelines. Arbour_Revenue Operations & CRM…
- Vendor Management
- Evaluate and manage external CRM vendors/support partners.
- Ensure vendors receive only necessary, time-bound access.
- Manage data-handling requirements, deliverables and vendor offboarding. Arbour_Revenue Operations & CRM…
- Day-to-Day CRM Support
- Own the CRM help desk and resolve user issues within agreed timelines.
- Identify and fix root causes of recurring CRM problems.
- Track CRM usage and escalate persistent adoption issues.
- Support business continuity during CRM outages. Arbour_Revenue Operations & CRM…
Candidate Profile
- 3–6 years of experience managing a CRM such as Zoho, preferably in financial services or another regulated environment.
- Strong experience with CRM governance, data management and change control.
- Comfortable with testing, rollback planning and system releases.
- Working knowledge of data privacy and personal-data handling.
- Experience managing external vendors/contracts and data-handling requirements.
- Strong ownership mindset and willingness to escalate when governance or security rules are at risk.
Skills: crm,crm governance,management,financial services,zoho,operations,revenue,revenue operations,data management
