CRM Executive

3 days ago

Delhi Delhi, India Planyourworld Training Academy pvt ltd Full time

**Key Responsibilities**
- Manage and update the customer database, ensuring data accuracy and segmentation for targeted campaigns.
- Track, manage, and assign sales leads to individual sales team members; monitor lead progress through the sales funnel.
- Maintain and update incentive data for the sales team, ensuring accurate tracking and reporting of performance-based rewards.
- Send WhatsApp messages and manage other direct communication channels for customer engagement and promotions.
- Support digital marketing initiatives, including basic campaign setup, tracking, and reporting.
- Source and qualify new leads from various digital and offline channels; maintain lead pipeline and ensure timely follow-up.
- Organize live sessions, including scheduling, creating Zoom links, and sharing invitations with all relevant clients and stakeholders.
- Collaborate with sales and marketing teams to align CRM activities with broader business goals.
- Generate and present regular reports on lead status, campaign performance, and incentive tracking to management.
- Ensure compliance with data protection and privacy regulations in all CRM and marketing activities.

**Key Skills & Competencies**
- Proficiency with CRM platforms (e.g., Salesforce, Freshworks, Zoho) and marketing automation tools.
- Strong organizational and data management skills; attention to detail in maintaining customer and lead records.
- Basic understanding of digital marketing concepts, including lead generation and campaign analytics.
- Ability to coordinate virtual events and manage online meeting tools (e.g., Zoom)3.
- Analytical skills to interpret data and generate actionable insights for sales and marketing teams.
- Good communication and interpersonal skills for cross-functional collaboration and client interaction.
- Self-motivated, proactive, and able to manage multiple tasks simultaneously.

**Preferred Qualifications**
- Bachelor’s degree in Marketing, Business Administration, or a related field.
- 1-2 years of experience in CRM management, sales support, or digital marketing roles.
- Familiarity with incentive management and sales performance tracking.
- Experience with lead sourcing tools (e.g., LinkedIn, ZoomInfo, Scrupp) is a plus

Pay: ₹20,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Work Location: In person

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