CRM & Revenue Manager

Job Title: CRM & Revenue Manager

Role Overview

The CRM & Revenue Manager will own and manage the end-to-end lead-to-revenue lifecycle, ensuring a structured, efficient, and scalable sales pipeline with zero lead leakage. This role is critical in driving CRM discipline, optimizing conversion rates, and enabling predictable revenue growth through data-driven decision-making and strong cross-functional collaboration.

Key Responsibilities

1. CRM Management & Data Governance

• Own and maintain CRM systems (e.g., Zoho CRM or similar platforms) with strict adherence to defined workflows and processes
• Ensure accurate and complete data capture, regular updates, and high standards of data hygiene
• Establish and enforce CRM discipline across teams to improve visibility and accountability

2. Pipeline Ownership & Optimization

• Manage the complete sales pipeline from Lead Meeting Proposal Closure
• Monitor pipeline health, stage-wise movement, and deal progression
• Identify bottlenecks and implement strategies to improve conversion efficiency and velocity

3. Lead Management & Allocation

• Oversee lead distribution, ensuring fair and efficient allocation aligned with team capacity and priorities
• Track follow-ups and ensure compliance with defined SLAs
• Eliminate lead leakage through proactive monitoring and intervention

4. Conversion & Performance Tracking

• Analyze conversion metrics at each stage of the funnel
• Drive continuous improvement initiatives to enhance win rates and shorten sales cycles
• Provide actionable insights to sales and leadership teams

5. Data & Insights (PropTech + Internal Sources)

• Leverage PropTech platforms and internal databases to enhance lead quality and targeting
• Support the sales team with high-quality, data-backed insights to improve engagement and closures

6. Cross-functional Coordination

• Collaborate closely with Lead Generation, Business Development, Design, and Execution teams
• Ensure seamless information flow and alignment across departments
• Enable faster deal closures through effective coordination and communication

7. Reporting & Analytics

• Generate and publish daily, weekly, and monthly performance reports including:
• Pipeline value & coverage
• Conversion ratios
• Sales productivity metrics
• Use data insights to recommend improvements and support strategic decisions

8. Tools & Communication

• Utilize Microsoft Excel for advanced reporting, analysis, and dashboards
• Use email and messaging platforms effectively for team coordination and updates

Key Requirements

• Proven experience in CRM management, revenue operations, or sales operations
• Hands-on expertise with CRM platforms such as Zoho CRM (or similar)
• Strong analytical skills with proficiency in Microsoft Excel
• Deep understanding of sales funnels, conversion metrics, and pipeline management
• Process-driven mindset with strong attention to detail
• Excellent coordination and communication skills
• Ability to work cross-functionally and drive accountability across teams

Success Metrics

• Improved conversion rates across funnel stages
• Zero or minimal lead leakage
• High CRM data accuracy and compliance
• Faster deal closures and improved pipeline velocity
• Consistent and actionable reporting

Education
Bachelor of Business Administration (B.B.A), Bachelor of Commerce (B.Com), Bachelor of Arts (B.A)
Skills Required
Revenue Management, zoho crm