Revenue Operations & CRM Executive - JG

📍 Location: Chakala, Andheri East, Mumbai
💼 Experience: 3-6 Years
🎓 Qualification: Graduate (Postgraduate preferred)

Job Summary

We are looking for a detail-oriented Revenue Operations & CRM Executive to own and manage CRM operations, data governance, reporting, user access, integrations, and process improvements. This role requires a proactive professional who can ensure data accuracy, optimize CRM workflows, support business teams, and maintain strong governance standards across systems.

Key Responsibilities

• Manage CRM administration, configuration, and day-to-day operations.
• Implement and test CRM enhancements, workflows, and automation before deployment.
• Maintain change logs, documentation, and release controls.
• Set up and manage sales pipelines, campaigns, and business processes.
• Monitor data quality, eliminate duplicates, and improve system governance.
• Manage CRM integrations with email, WhatsApp, analytics, and other business tools.
• Develop and maintain reports and dashboards for stakeholders.
• Support lead management, routing, and handover processes between teams.
• Administer user access, onboarding, role changes, and offboarding.
• Conduct CRM training sessions for new users.
• Coordinate with external vendors and ensure service quality and data security.
• Troubleshoot CRM issues and provide timely support to users.
• Drive process improvements by identifying and resolving root causes of recurring issues.

Required Skills & Experience

• 3-6 years of experience managing CRM platforms such as Zoho, Salesforce, HubSpot, or similar systems.
• Strong understanding of CRM administration, workflows, and automation.
• Experience in data governance, data quality management, and reporting.
• Knowledge of integrations, user management, and system configuration.
• Experience managing external vendors and service providers.
• Strong analytical, problem-solving, and stakeholder management skills.
• Ability to manage multiple priorities while maintaining attention to detail.

Preferred Background

• Experience in financial services or other regulated industries.
• Exposure to data privacy and compliance requirements.
• Knowledge of change management, testing, and release processes.
• Experience with CRM reporting and dashboard creation.

What You'll Bring

• Strong ownership and accountability.
• Excellent communication and coordination skills.
• Structured approach to process improvement and issue resolution.
• Ability to work independently and collaborate across teams.
• Focus on accuracy, governance, and operational excellence.