
CRM Application Support Executive
7 hours ago
Job Summary:
We are seeking a tech-savvy professional to join our team as a CRM Application Support Executive. The ideal candidate will support end users in the effective use of the CRM system, ensure smooth day-to-day operations, and assist in MIS reporting and dashboard development to support decision-making across departments such as Sales, Marketing, Service Desk and Customer Service.
Key Responsibilities:
- Act as the primary point of contact for CRM application support, handling user issues, queries, and functional troubleshooting.
- Work closely with the Sales, Marketing, and Service teams to understand their requirements and optimize CRM workflows.
- Support CRM configuration, user access, data entry validations, and approval workflows.
- Ensure CRM data integrity, monitor duplicate records, and support periodic data cleansing.
- Develop, maintain, and enhance MIS reports and dashboards to provide actionable insights.
- Generate regular reports (e.g., lead funnel, conversion rate, sales pipeline, customer engagement) as per requirements.
- Coordinate with the development team for issue resolution and enhancements.
Requirements:
- Bachelors degree in Business Administration, Information Technology, Marketing, or related field.
- 2+ years of experience in CRM support, preferably with systems like CentraHub, Salesforce, Zoho, Microsoft Dynamics, etc.
- Good understanding of sales and marketing processes and how they integrate into CRM systems.
- Proficiency in Excel, including pivot tables, formulas, charts, and report automation.
- Experience in creating dashboards and visual reports using built-in CRM tools
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