Revenue Operations & CRM Executive

Location

Chakala, Andheri East, Mumbai

Experience

3-6 Years

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.

Pay

₹100,000.00 - ₹500,000.00 per year

Work Location

In person