
Strategic CRM Professional
6 days ago
Job Summary:
We are seeking a seasoned CRM professional to drive strategic initiatives and optimize our LeadSquared CRM system.
- Clinical Experience
The ideal candidate will have at least 2-4 years of experience managing CRMs or sales operations, with a strong understanding of CRM platforms and workflow automation.
- Strong Data Analysis & Decision Making Skills
This role requires excellent analytical and data-driven decision-making abilities, as well as strong communication, training, and cross-team collaboration skills.
Key Responsibilities:
- CRM Platform Management & Optimization
The successful candidate will configure, manage, and continuously improve LeadSquared CRM functionalities to align with organizational objectives. This includes lead capture, nurturing, and automation workflows.
- Data Integrity & CRM Hygiene
A key responsibility is to ensure customer and lead data remains accurate, updated, de-duplicated, and secure, implementing quality control measures across the CRM.
- Lead Management & Automation
The ideal candidate will 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 Coordination
This role requires collaborating with sales, marketing, and support teams to align CRM campaigns, lead routing, and customer interaction strategies, acting as the go-to resource for CRM guidance.
- Training & Support
The successful candidate will train internal users on best practices for using LeadSquared, offering ongoing troubleshooting and support to ensure full platform adoption.
- Reporting & Analytics
The candidate will monitor CRM KPIs like lead conversion, retention rates, email open rates, and customer lifetime value, turning CRM data into actionable insights and reports for leadership.
- Customer Journey Strategy
Developing customer journey maps and targeted campaigns (e.g., drip email, personalized content) using behavior tracking and scoring mechanisms is crucial in this role.
- Compliance & Security
Ensuring CRM operations comply with data privacy regulations (e.g., GDPR) and internal security best practices is essential.
Required Qualifications & Skills:
- 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.
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