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Sales Operations Executive – CRM Specialist

Location

Mumbai, India

Start Date

Immediately

CTC (Annual)

₹4,00,000 – ₹8,00,000 per annum

Experience Required

1–3 years

About The Role

We are looking for a dynamic and analytically driven Sales Operations Executive – CRM Specialist to join our growing team. This role is pivotal in supporting our outbound sales initiatives by ensuring our CRM ecosystem is streamlined, data-rich, and strategically aligned. You will manage and enhance our CRM workflows, support telecalling performance, build critical B2B databases (primarily USA-based distributors), and drive measurable sales operations outcomes.

The ideal candidate is a blend of technical precision, research ability, CRM mastery, and sales understanding. You should have hands-on experience with CRM platforms (Zoho CRM preferred), strong communication skills, and the ability to coordinate and manage telecalling teams through data-backed strategies.

Key responsibilities

Manage and configure the CRM system to support client acquisition and engagement workflows while maintaining CRM hygiene through routine data validation, deduplication, and error audits.
Automate sales campaigns, track lead status, and build CRM dashboards to highlight progress, gaps, and key performance metrics.
Act as the internal CRM specialist by training and supporting sales/telecalling teams on CRM usage and ensuring adherence to defined workflows.
Design and manage sales workflows based on territory research, product fit, and success probabilities while coordinating campaign execution through CRM by assigning territories and quotas to telecallers.
Research, source, and compile a robust database of potential product distributors (single-store & chain outlets) in the U.S. using websites, social platforms, business directories, competitor networks, and LinkedIn.
Build structured contact hierarchies including owners, purchase managers, and other key decision-makers, and qualify relevant B2B contacts.
Analyze telecalling performance by reviewing call recordings, evaluating calling outcomes, tracking metrics (connect rate, conversion %, objection handling success), and refining outreach strategies.
Provide constructive feedback, ensure accountability, and create structured task lists for telecallers while monitoring timely follow-ups and CRM updates.
Design and maintain structured follow-up cycles in CRM for cold leads, warm leads, and callbacks while establishing SOPs for lead status progression until closure or disqualification.
Consolidate lead and territory data into Google Maps to enable visual territory planning, regional activity tracking, and visibility for sales leadership.

Preferred Skills

Hands-on experience with Zoho CRM (preferred) or Salesforce.
Strong knowledge of sales workflows, lead scoring, pipeline management, and CRM automation.
Basic data analysis and visualization (Excel, Google Sheets, Tableau, or equivalent).
Familiarity with LinkedIn search and engagement tools for B2B lead generation.
Ability to analyze call performance data and optimize team effectiveness.
Clear written and verbal communication skills.

Required Qualifications

Bachelor's degree in Business Administration, Marketing, or a relevant field.
Minimum 1 year of experience in CRM management, sales operations, pre-sales, or data analytics.
Immediate availability will be preferred.

We look forward to hearing from you

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Sales Operations Executive – CRM Specialist