CRM Executive

Job Description – CRM Executive

The role of a CRM Executive involves managing and maintaining the in-house CRM

system to support the lead management. Key responsibilities include ensuring the

smooth functioning of the CRM, maintaining data accuracy, generating actionable

reports, and providing technical assistance to counselors and marketing teams across

multiple locations.

The position encompasses training new users, troubleshooting system issues, and

collaborating with developers to implement system enhancements. Success in this

role requires excellent problem-solving skills, strong analytical abilities, and the

capability to work effectively with cross-functional teams in a dynamic environment.

Key Roles and Responsibilities :

1. CRM Management and Maintenance

a. Oversee the functionality and daily operations of the in-house CRM to

ensure smooth usage.

b. Define and update system logic and workflows within the CRM to align

with university processes.

c. Identify, troubleshoot, and resolve bugs / issues in the CRM system.

d. Collaborate with developers to design and implement new features and

improvements.

e. Ensure the integration and proper functioning of the calling software

within the CRM.

2. Data Analysis and Reporting

a. Generate and prepare detailed reports on leads, follow-ups,

conversions, and counselor performance.

b. Provide actionable insights to management based on CRM data

analysis.

c. Monitor data trends to identify areas for improvement in lead

management and counselor performance.

3. Training and Onboarding

a. Conduct training sessions for new recruits, including counselors and

marketing teams (publishers), to ensure they are proficient in using the

CRM.

b. Create user manuals, guides, and training materials for easy reference.

4. Office Support (In-house and Regional Offices)

a. Act as the primary point of contact for technical support.

b. Assist counselors with system-related queries and troubleshooting.

5. Data Accuracy and Integrity

a. Regularly audit CRM data for errors, duplicates, or inconsistencies.

b. Implement processes to ensure data accuracy and compliance with

internal standards.

c. Monitor user activity to ensure proper data handling and adherence to

best practices.

6. Process Improvement

a. Continuously analyze CRM processes to identify bottlenecks or

inefficiencies.

b. Propose and implement changes to optimize lead management,

reporting, and data usage.

7. Compliance and Security

a. Ensure data security and compliance with university policies and

applicable data protection regulations.

b. Monitor user access levels to prevent unauthorized usage or data

breaches.

Personal Traits for CRM Executives

1. Analytical Thinking

2. Problem-Solving Skills

3. Technical Proficiency

4. Team Player

5. Adaptability and Flexibility

6. Organizational Skills

7. Self-Motivation and Initiative

8. Patience and Training Ability

9. Integrity and Accountability

Educational Qualification : Graduate or more.

Experience : 1-2 Years

Salary offered : No bar for eligible candidates.

Applicants with relevant work experience support domain would be given

priority.

For application -