Revenue Operations & CRM Executive

Key Responsibilities

• Manage and maintain the Zoho CRM system and ensure data accuracy and governance.
• Set up and manage investment deals, sales pipelines, campaigns, leads, and workflows.
• Ensure proper CRM governance and maintain the boundary between *CRM and AIMS.
• Review and control CRM changes, testing, approvals, releases, and rollback plans.
• Maintain change logs, process documentation, and internal CRM guidelines.
• Manage CRM data imports, bulk uploads, migrations, backups, and data verification.
• Identify and resolve *duplicate records, missing information, data errors, and recurring CRM issues.
• Manage integrations with Email, WhatsApp, Marketing Automation, Analytics, and other business tools.
• Create and maintain CRM reports, dashboards, and MIS.
• Ensure proper lead source tracking and automatic lead allocation to the relevant salesperson.
• Manage the Fund Raising- Investor Relations handover to ensure complete investor information and smooth transition.
• Manage CRM user access, onboarding, role-based permissions, and access removal.
• Provide CRM training and day-to-day technical support to internal teams.
• Support data privacy requests and CRM-related security incidents.
• Coordinate with external CRM vendors and manage vendor access, contracts, deliverables, and offboarding.
• Monitor CRM usage and work with teams to improve CRM adoption and process compliance.
• Troubleshoot CRM issues

Pay

From ₹48,000.00 per month

Work Location

In person