EDP & CRM Manager

17 hours ago

Mumbai, Maharashtra, India MEDISPEC Full time ₹ 15,00,000 - ₹ 25,00,000 per year

About the Role

We are looking for an 
EDP & CRM Manager
 to lead our business systems, customer data, and reporting infrastructure. The ideal candidate will oversee CRM implementation, automation, and analytics while ensuring data-driven alignment between the sales, operations, and management teams.

This is a cross-functional role that blends 
technology, process, and business insight
 — ideal for someone who understands how CRM systems can drive organizational efficiency and sales growth.

Key Responsibilities
CRM Management

  • Oversee implementation, configuration, and administration of the company's 
    CRM platform (Salesforce or equivalent)
    .
  • Design workflows, approval rules, and automation processes aligned with business needs.
  • Maintain data integrity, hygiene, and consistency across all CRM modules.
  • Manage integrations between CRM and other business systems (ERP, accounting, marketing tools, etc.).
  • Create dashboards and management reports tracking leads, opportunities, sales funnels, and performance metrics.

Reporting & Business Analytics

  • Develop and deliver daily, weekly, and monthly sales and performance reports for leadership.
  • Translate data into actionable insights for business decisions.
  • Implement automation in report generation and data visualization tools (e.g., Power BI, Zoho Analytics, or Tableau).

Systems & Process Automation

  • Manage master data and coordinate with internal teams for process digitization.
  • Collaborate with IT and external vendors to ensure smooth functioning of business applications.
  • Identify and implement opportunities to streamline processes using technology.

Training & Support

  • Train and support sales and operations teams in CRM usage and reporting best practices.
  • Serve as the 
    primary point of contact
     for any CRM- or data-related queries.
  • Promote data discipline and CRM adoption across the organization.

Qualifications

  • Graduate or Postgraduate in Information Technology, Computer Science, or Business Management.
  • 3–7 years of experience
     managing CRM or business systems (e.g., 
    Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, or Zoho
    ).
  • Strong analytical, problem-solving, and data interpretation skills.
  • Proficiency with 
    Excel
    , 
    data visualization tools
     (Power BI, Tableau, Zoho Analytics), and CRM reporting modules.
  • Good understanding of 
    sales processes
    , KPIs, and business reporting.

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