CRM Executive / CRM Administrator Educational Institute Technically Proficient

As a CRM Executive/CRM Administrator at an Educational Institute in Siliguri (North Bengal), you will be responsible for administering and maintaining the institution's CRM system, which may include platforms such as Salesforce, Zoho, Google Meet, and Zoom. Your key responsibilities will involve designing and implementing automation workflows, lead scoring, and student lifecycle journeys. You will ensure seamless CRM integration with other platforms like websites, ERPs, email marketing tools, and student portals. Creating and managing dashboards and custom reports for leadership and admissions teams will be part of your routine tasks. Monitoring lead pipelines, tracking prospect activity, and providing actionable insights will also be crucial. Regular data audits, clean-ups, and backups will be necessary to maintain data integrity. Managing user access, roles, and training across departments will be essential for effective CRM utilization. Collaborating with IT to implement technical improvements, APIs, and third-party plug-ins will be a collaborative effort. Troubleshooting system issues, bugs, and support tickets in coordination with vendors or CRM providers will require your attention to detail and problem-solving skills. To excel in this role, you should possess a Bachelor's degree in Computer Science, Information Technology, or a related technical field. A minimum of 3-4 years of hands-on experience with CRM platforms, preferably in the education sector, is required. Proficiency in CRM customization, workflow automation, and reporting is essential. You should have a working knowledge of APIs, data integration, and cloud platforms. Strong command over Excel, SQL queries, or BI tools like Power BI and Tableau is necessary. Familiarity with HTML, CSS, or JavaScript for email templates or CRM front-end tweaks will be an added advantage. Your ability to translate functional requirements into technical solutions and strong communication skills to bridge technical and non-technical stakeholders will be critical for success in this role. Preferred skills include CRM certifications such as Salesforce Administrator or Zoho CRM Certified Professional, experience with CRM migration or CRM-ERP integration projects, knowledge of education technology platforms like Moodle, Blackboard, or Canvas, and an understanding of data protection laws such as GDPR and FERPA. In summary, as a CRM Executive/CRM Administrator, you will play a pivotal role in optimizing the institution's CRM system to enhance operational efficiency and student engagement. Your technical expertise, problem-solving abilities, and communication skills will be key assets in this dynamic and rewarding position.,