Salesforce CRM Executive

18 hours ago

Chennai Tamil Nadu, India Lumel Full time

**Job Title**: Salesforce CRM Executive

**Location**: Chennai (Work from Office)

**Experience**: 2-4 years

**Preferred Tools**: Salesforce CRM

**About Us**:
We are a fast-growing product development company building world-class BI & Analytics solutions used globally. With our headquarters in Plano, Texas, and a development center in Chennai, we are committed to delivering customer delight, innovation, and growth.

**Role Overview**:
We need someone familiar with sales and marketing processes and can create workflows, automations, in addition to user management and system customization.

and a passion for improving customer journeys and internal workflows.

**Key Responsibilities**
- Collaborate with Sales, Marketing, and Customer Success teams to understand business needs and translate them into effective CRM workflows, lead journeys, and campaign automations.
- Configure, maintain, and customize the Salesforce CRM platform, including user roles, profiles, permission sets, page layouts, and validation rules.
- Design and implement workflow rules, process builders, flows, and automation strategies to streamline sales and marketing operations.
- Maintain clean, accurate, and well-segmented CRM data to support targeted outreach and campaign effectiveness.
- Provide day-to-day support for internal teams including data entry oversight, report/dashboard creation, and user assistance.
- Analyze CRM usage and engagement data to uncover insights and continuously optimize customer journeys and internal processes.
- Conduct user training sessions and create documentation for CRM processes, usage best practices, and workflow standards.
- Maintain a continuous improvement mindset with a passion for enhancing the customer experience and internal operational efficiency.

**Requirements**:

- 2-4 years of experience in a CRM-related role.
- Hands-on experience with Salesforce CRM platform.
- Strong understanding of CRM data structure, reporting, and campaign workflows.
- Proficiency in Excel/Google Sheets; familiarity with marketing tools is a plus.
- Good communication skills and ability to work collaboratively across functions.
- Highly organized, detail-oriented, and proactive mindset.

**What We Offer**:

- A collaborative and learning-driven environment.
- Opportunity to work with a passionate team building globally used products.
- Growth path in CRM, marketing operations, or analytics based on performance.

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