CRM Executive

8 hours ago

Kolkata, West Bengal, India Academy of Vedic Vidya Full time

Job Title: CRM Executive (Sales Operations Support)

Department:
Sales

Reporting To:
Senior AVP – Sales

Location:
Elegant Tower, 1st Floor, 68a Circular Road, Beckbagan, Kolkata

Experience:
1–3 years (or freshers with strong Excel and analytical skills)

Role Overview

We are looking for a proactive and detail-oriented CRM Executive to support the Senior AVP – Sales in managing leads, monitoring sales performance, and preparing reports. The ideal candidate will be highly proficient in Excel, data management, and have a basic understanding of LeadSquared (LSQ) CRM or similar tools. If you're not experienced with CRM systems but have a passion for learning, training will be provided.

Key Responsibilities


• Lead Management & Allocation


• Assist in assigning and tracking sales leads as per the Senior AVP's direction.


• Maintain accuracy and hygiene of lead data within the CRM system.


• Monitor lead progress and follow-up activities across the sales team.


• Reporting & Data Analytics


• Prepare daily, weekly, and monthly sales performance reports in Excel and CRM.


• Track key sales metrics (lead status, conversion rates, team productivity, etc.).


• Highlight trends, bottlenecks, and actionable insights for the sales leadership.


• Sales Team Coordination


• Support the Senior AVP in monitoring sales team performance through CRM dashboards and custom reports.


• Ensure timely updates from sales executives and maintain consistency in reporting formats.


• Follow up with team members to ensure adherence to lead management protocols.


• CRM Administration


• Manage and update lead and contact databases in LeadSquared CRM (training will be provided if needed).


• Generate and customize CRM reports and dashboards as per management needs.


• Collaborate with the CRM/IT support team to resolve data or access issues.

Required Skills & Qualifications


• Strong proficiency in MS Excel (Pivot tables, VLOOKUP, charts, data validation).


• Basic understanding of CRM tools (LeadSquared preferred, others like Salesforce/Zoho acceptable).


• Good analytical and problem-solving skills.


• Excellent attention to detail and organizational abilities.


• Ability to manage multiple priorities and meet deadlines.


• Strong communication skills and a collaborative attitude.

Preferred Attributes


• Bachelor's degree in Business Administration, Commerce, or a related field.


• Prior experience in sales operations, data analysis, or CRM management is a plus.


• Quick learner with a positive attitude and willingness to take ownership.


• Enthusiastic about using data to drive decision-making.

What We Offer


• Exposure to modern sales management tools and CRM systems.


• Close mentorship under senior sales leadership.


• A dynamic, data-driven, and growth-focused work environment.

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