CRM Executive

2 days ago

Mumbai, India Arbour Investments Full time

Summary: Experience of 1 to 5 years in CRM.Description:• Performing administrative duties for CRM.• Create, test, and implement new or modified forms, views, reports, templates, and dashboards that have been approved.• Conduct periodic cleansing and audits of the database's data quality as necessary.• Assigning a User profile, a Role, and under the profile, page-level access.• Create or execute the workflow rules to the needs of the business.• Keep data in the CRM system up to date, organized, and maintained to ensure accurate records of customer information like contact information, purchase history, and preferences.• Additional responsibilities, including scheduling, planning, and logistics, may be needed to support the sales team's effective scheduling.• Plan, test, and deploy solutions, new or modified Workflow rules, and authorized Fields.• Collaborate with the development team to implement any integration.• Manage and maintain applications to ensure system stability and availability.• Create, test, and roll out forms, views, reports, templates, and dashboards that have been modified or added.• Conduct regular database cleanup and audits of data quality as necessary.• The assignment of a User profile, a Role, and access at the page level under the profile.• Create/implement the workflow rules in line with business operations.• By managing and keeping up with apps that support business activities, ensure system availability and stability.• Performing all administrative duties for CRM• Working as a SPOC between Clients and exchanging reports with the Organization• Constant employee follow-ups according to business requirements and feedback requests• Creation and installation of CRM analytics dashboards according to business requirements.• As the organization's champion, you should train others to guarantee that both new and seasoned users can understand the CRM and support the system's expansion and development.Basic Requirement• Solid analytical/logical mindset and attention to detail• Strong number crunching and analytical skills – proficiency in MS Excel and PowerPoint is a prerequisite to this position.• Take ownership of the full process and problem- solving.• Strong interpersonal and time management skills• Strong written and verbal communication skills (clear, concise, and confident) with the ability to manage internal and external relationships.• Ability to work under pressure and to meet deadlines ensuring high-quality reports.• This position represents an interesting opportunity to have real tangible input and ownership of fundraising, deployment, and management working closely with the management.

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