Back Office Executive For CRM Operations

21 hours ago

Mumbai, Maharashtra, India Intivion Technologies Full time

We are seeking a detail-oriented and proactive Back Office Executive to manage and support CRM (Customer Relationship Management) operations. The ideal candidate will handle data entry, ensure database accuracy, generate reports, and provide backend support to the sales and customer service teams. This role is crucial in maintaining the efficiency and integrity of customer data across our CRM platform.

Role & responsibilities

  • Manage and update customer information in the CRM system accurately and timely.
  • Support the sales and customer service teams with CRM-related queries or data needs.
  • Generate, analyze, and distribute CRM reports and dashboards as required.
  • Maintain data hygiene by regularly auditing, cleaning, and validating customer records.
  • Assist in uploading leads, tracking interactions, and monitoring lead status.
  • Coordinate with other departments to ensure proper data flow and information accuracy.
  • Identify and escalate data inconsistencies or process issues to the CRM administrator or manager.
  • Perform administrative tasks related to CRM campaigns, follow-ups, and documentation.
  • Support CRM software upgrades, testing, and new feature rollouts if required.

Preferred candidate profile

  • Bachelors degree.
  • Good knowledge of MS Office (especially Excel) and general computer proficiency.
  • Ready to work in rotational shifts for the foreign clients.
  • Proven experience (02 years) working in back-office or CRM operations (e.g., Salesforce, Zoho, HubSpot, or similar).
  • Strong attention to detail and accuracy in data management.
  • Excellent written and oral communication skills.
  • Ability to multitask and meet deadlines in a fast-paced environment.

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