CRMSpecialist

The CRM Operations Specialist plays a pivotal role in overseeing and optimizing the LeadSquared system to drive customer engagement, retention, and revenue growth. This individual acts as a bridge between sales, marketing, and support teams, ensuring effective use of the CRM, maintaining data integrity, and delivering actionable insights.

• Campaign Management & Optimization

Configure, manage, and continuously improve LeadSquared functionalities, including lead capture, nurturing, and automation workflows, to align with organizational objectives.

• Data Integrity & CRM Hygiene

Ensure that customer and lead data remains accurate, updated, de-duplicated, and secure. Implement quality control measures across the CRM.

• Lead Tracking & Automation

Establish efficient processes for capturing leads, tracking interactions, assigning leads using LeadSquared automation and scoring features, and nurturing them through the sales funnel.

• Cross-Functional Collaboration

Collaborate with sales, marketing, and support teams to align CRM campaigns, lead routing, and customer interaction strategies. Act as the go-to resource for CRM guidance.

• Training & Support

Train internal users—such as sales reps and marketers—on best practices for using LeadSquared. Offer ongoing troubleshooting and support to ensure full platform adoption.

• Performance Analysis

Monitor CRM KPIs like lead conversion, retention rates, email open rates, and customer lifetime value. Turn CRM data into actionable insights and reports for leadership.

• Customer Journey Development

Develop customer journey maps and targeted campaigns (e.g., drip email, personalized content) using behavior tracking and scoring mechanisms.

• Compliance & Security

Ensure CRM operations comply with data privacy regulations and internal security best practices.

Required Skills & Qualifications:

• Bachelor's degree in marketing, business, IT, or related field.
• 2–4+ years of experience managing CRMs or sales operations; experience with LeadSquared is a strong advantage.
• Proficiency in CRM platforms and workflow automation; familiarity with LeadSquared is highly preferred.
• Strong analytical and data-driven decision-making ability.
• Excellent communication, training, and cross-team collaboration skills.
• Detail-oriented, organized, and process-driven with the ability to manage multiple initiatives in a fast-paced environment.