CRM Operations Executive

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

As a CRM Operations Executive at our rapidly growing Fintech Startup, you will play a crucial role in managing and optimizing our day-to-day CRM operations using Zoho CRM. Your primary responsibility will be to ensure the integrity of the CRM system, maintain data quality, provide user support, and develop automation processes to enhance customer lifecycle management and sales funnel flow. You will also be involved in generating reports, collaborating with stakeholders, and ensuring compliance with data privacy regulations. Your key responsibilities will include administering and maintaining Zoho CRM, monitoring data quality through audits and cleansing, providing user support through training sessions and issue resolution, building automation processes based on business requirements, and aligning CRM functionalities with evolving business needs. Additionally, you will be responsible for creating and maintaining SOPs, user guides, and documentation, as well as collaborating with Zoho support or external vendors for technical issue resolution and new feature integrations. The ideal candidate for this role will have a Bachelor's or Master's degree, preferably in Business Administration, Information Systems, or a related field, along with at least 2-3 years of hands-on experience managing Zoho CRM operations. You should possess a strong understanding of Zoho CRM modules, automation, and integration with external systems, as well as analytical skills for data validation, deduplication, and reporting. Effective communication, problem-solving, and attention to detail are essential qualities for success in this role. Joining our team will offer you the opportunity to work in a fast-scaling startup environment where your contributions directly drive innovation in the financial services sector. You will have the chance to master new skills through cross-functional projects and collaborate with a growing network of partners shaping India's fintech landscape. Your efforts will be recognized and celebrated, as we value ownership, problem-solving, and the determination to break new ground. If you are looking to make a meaningful impact in the fintech space and thrive in a dynamic and collaborative work environment, we invite you to join us as a CRM Operations Executive in New Delhi.,

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