Customer Relationship Management Executive

Job Title: CRM Executive

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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

CRM Executive

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.

Requirements

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