CRM System Optimization Specialist

2 days ago

Meerut, Uttar Pradesh, India beBeeCrm Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title

We are seeking a seasoned CRM professional to oversee and optimize our LeadSquared system.

About the Role

This key position will serve as a bridge between sales, marketing, and support teams, ensuring effective use of the CRM, maintaining data integrity, and delivering actionable insights.

Main Responsibilities
  • Capture & Nurture Leads

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 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 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.

  • Reporting & Analytics

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 Strategy

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 (e.g., GDPR) and internal security best practices.

Requirements
  • 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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