
Sales Engagement Strategist
7 days ago
The role is focused on leading the LeadSquared CRM system to ensure effective customer engagement, retention, and revenue growth. This position acts as a bridge between sales, marketing, and support teams, ensuring optimal use of the CRM, maintaining data integrity, and delivering actionable insights.
Main Responsibilities:- CRM Platform Optimization:
- Configure, manage, and continuously improve LeadSquared CRM functionalities, including lead capture, nurturing, and automation workflows, to align with organizational objectives.
- Data Integrity & CRM Hygiene:
- Ensure customer and lead data remains accurate, updated, de-duplicated, and secure, implementing quality control measures across the CRM.
- Lead Management & 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 Coordination:
- Collaborate 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:
- Train internal users on best practices for using LeadSquared and offer ongoing troubleshooting and support to ensure full platform adoption.
- Reporting & Analytics:
- 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:
- Develop customer journey maps and targeted campaigns using behavior tracking and scoring mechanisms.
- Compliance & Security:
- Ensure CRM operations comply with data privacy regulations 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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