
CRM Executive
21 hours ago
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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