Customer Relationship Management Executive

Job Title: CRM Executive

Location: Kozhikode

Employment Type: Full-Time

Experience: 2–3 years

About Xylem Learning

Xylem Learning Pvt. Ltd. is one of India's fastest-growing EdTech companies, dedicated to transforming how students prepare for competitive and academic success. Our CRM operations are central to delivering a seamless, supportive, and personalized experience for every learner who engages with us.

Role Overview

As a CRM Executive, you will play a key role in maintaining, optimizing, and innovating our Customer Relationship Management systems. You will be responsible for ensuring data accuracy, managing customer service workflows, refining scripts, and ensuring that the CRM interface remains accessible and effective for our teams across all access channels.

Key Responsibilities

• Manage and maintain the CRM system (LeadSquared), ensuring data integrity and regular updates.

• Review, refine, and develop service workflows, scripts, and automation for optimal customer experience.

• Handle large datasets using Advanced Excel and data management tools.

• Collaborate with sales, academic, and customer service teams to streamline customer interactions and reporting.

• Troubleshoot CRM-related issues and serve as the primary contact for user support within the system.

• Monitor customer service KPIs and CRM performance, reporting trends and suggestions for improvements.

• Conduct user training for new CRM features and enhancements.

• Participate in data clean-up, segmentation, and retention strategies using CRM functionalities.

Preferred Candidates

• 2–3 years of experience in a CRM/Data Operations role.

• Kozhikode based candidate

• Hands-on experience with LeadSquared CRM and Advanced Excel (lookup functions, pivot tables, macros).

• Working knowledge of other CRM or data tools is a strong advantage.

• Prior experience in the EdTech sector is preferred.

• Strong analytical and problem-solving skills.

• Excellent written and verbal communication.

• Ability to work collaboratively across functions.

Preferred Skills

• CRM workflow configuration and automation experience.

• Experience with customer service/call center tools and scripting.

• Exposure to data visualization or reporting tools is a plus.

• High attention to detail and process-oriented thinking.

What We Offer

• Competitive salary and performance-based growth path.

• Opportunity to work in a high-impact, data-driven EdTech environment.

• Cross-functional exposure and learning opportunities.

• Supportive team culture and fast-paced learning ecosystem.