CRM Executive

2 weeks ago

vadodara, India Parul University Full time

Job Description – CRM ExecutiveThe role of a CRM Executive involves managing and maintaining the in-house CRMsystem to support the lead management. Key responsibilities include ensuring thesmooth functioning of the CRM, maintaining data accuracy, generating actionablereports, and providing technical assistance to counselors and marketing teams acrossmultiple locations.The position encompasses training new users, troubleshooting system issues, andcollaborating with developers to implement system enhancements. Success in thisrole requires excellent problem-solving skills, strong analytical abilities, and thecapability to work effectively with cross-functional teams in a dynamic environment.Key Roles and Responsibilities:1. CRM Management and Maintenancea. Oversee the functionality and daily operations of the in-house CRM toensure smooth usage.b. Define and update system logic and workflows within the CRM to alignwith university processes.c. Identify, troubleshoot, and resolve bugs/issues in the CRM system.d. Collaborate with developers to design and implement new features andimprovements.e. Ensure the integration and proper functioning of the calling softwarewithin the CRM.2. Data Analysis and Reportinga. Generate and prepare detailed reports on leads, follow-ups,conversions, and counselor performance.b. Provide actionable insights to management based on CRM dataanalysis.c. Monitor data trends to identify areas for improvement in leadmanagement and counselor performance.3. Training and Onboardinga. Conduct training sessions for new recruits, including counselors andmarketing teams (publishers), to ensure they are proficient in using theCRM.b. Create user manuals, guides, and training materials for easy reference.4. Office Support (In-house and Regional Offices)a. Act as the primary point of contact for technical support.b. Assist counselors with system-related queries and troubleshooting.5. Data Accuracy and Integritya. Regularly audit CRM data for errors, duplicates, or inconsistencies.b. Implement processes to ensure data accuracy and compliance withinternal standards.c. Monitor user activity to ensure proper data handling and adherence tobest practices.6. Process Improvementa. Continuously analyze CRM processes to identify bottlenecks orinefficiencies.b. Propose and implement changes to optimize lead management,reporting, and data usage.7. Compliance and Securitya. Ensure data security and compliance with university policies andapplicable data protection regulations.b. Monitor user access levels to prevent unauthorized usage or databreaches.Personal Traits for CRM Executives1. Analytical Thinking2. Problem-Solving Skills3. Technical Proficiency4. Team Player5. Adaptability and Flexibility6. Organizational Skills7. Self-Motivation and Initiative8. Patience and Training Ability9. Integrity and AccountabilityEducational Qualification: Graduate or more.Experience: 1-2 YearsSalary offered: No bar for eligible candidates.Applicants with relevant work experience support domain would be givenpriority.For application - hr.contactcenter@paruluniversity.ac.in

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