CRM Specialist

The CRM Administrator/Specialist will be responsible for managing, customizing, and optimizing the company's CRM system to ensure smooth operations across sales, marketing, and customer support teams. The role involves system configuration, data management, user support, reporting, and helping the organization leverage the CRM for better business outcomes.

Key Responsibilities

• Manage day-to-day administration of the CRM system, including user setup, roles, permissions, and data updates.
• Customize CRM dashboards, workflows, fields, automations, and reports as per business needs.
• Ensure accuracy, integrity, and security of customer data.
• Troubleshoot CRM issues and coordinate with vendors or tech teams for resolution.
• Provide training, guidance, and support to CRM users across departments.
• Generate sales, marketing, and customer experience reports on a regular basis.
• Assist in CRM integrations with other tools (email, payment gateways, telephony, etc.).
• Monitor system performance and suggest improvements for usability and efficiency.
• Support marketing and sales teams with segmentation, campaign lists, and lead management.
• Ensure compliance with data privacy and security policies.

Requirements

Education & Experience

• Bachelor's degree in Computer Science, Information Technology, Business Administration, or related field.
• 1–3 years of experience as a CRM Administrator/Specialist (Freshers with strong CRM knowledge can also be considered).

Skills

• Strong knowledge of CRM platforms (e.g., Zoho, Salesforce, HubSpot, Freshsales, or similar).
• Good understanding of workflow automation, data management, and system configuration.
• Ability to analyze data and generate meaningful insights/reports.
• Basic understanding of APIs and integrations (preferred).
• Excellent troubleshooting and problem-solving skills.
• Strong communication and training skills.
• Attention to detail and ability to work independently.

Preferred Attributes

• Experience working with sales and marketing teams.
• Knowledge of customer lifecycle, lead scoring, segmentation, and analytics.
• Ability to manage multiple tasks and meet deadlines.

Benefits

Competitive Salary Package – Based on experience and industry standards.

Technology & Work Equipment – Company-provided laptops, software tools, and IT resources.

Company-Sponsored Team Outings & Retreats – Networking and team-building activities.

Free Snacks & Beverages – Complimentary coffee, tea, and snacks at the office.

Casual Dress Code – No strict formal wear, dress comfortably