
Crm Platform Optimizer
4 days ago
The CRM Manager role is an essential position within our organization, overseeing the LeadSquared CRM system to drive customer engagement and retention.
This individual will act as a bridge between sales, marketing, and support teams, ensuring effective use of the CRM, maintaining data integrity, and delivering actionable insights.
Key Responsibilities- Crm Platform Management & Optimization
The successful candidate will configure, manage, and continuously improve LeadSquared CRM functionalities, including lead capture, nurturing, and automation workflows, to align with organizational objectives.
- Data Integrity & Crm Hygiene
They will ensure that customer and lead data remains accurate, updated, de-duplicated, and secure. Implementing quality control measures across the CRM will be key to success.
- Lead Management & Automation
This role 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
The CRM Manager will collaborate with sales, marketing, and support teams to align CRM campaigns, lead routing, and customer interaction strategies. They will also act as the go-to resource for CRM guidance.
- Training & Support
The ideal candidate will train internal users on best practices for using LeadSquared, offering ongoing troubleshooting and support to ensure full platform adoption.
- Reporting & Analytics
Monitoring CRM KPIs like lead conversion, retention rates, email open rates, and customer lifetime value will be crucial. The CRM Manager will turn CRM data into actionable insights and reports for leadership.
- Customer Journey Strategy
This role will develop customer journey maps and targeted campaigns (e.g., drip email, personalized content) using behavior tracking and scoring mechanisms.
- Compliance & Security
The CRM Manager will ensure CRM operations comply with data privacy regulations (e.g., GDPR) and internal security best practices.
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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