CRM Automation Specialist

About Frost & Sullivan

Frost & Sullivan, the Growth Pipeline Company, has spent more than 60 years partnering with clients to develop transformational growth strategies by focusing on innovation and growth opportunities driven by disruptive technologies, mega trends, emerging markets and new business models. Today, more than ever before, companies must innovate, not only to survive, but thrive in the future. Our Growth Pipeline Management (GPM) system supports clients by identifying and evaluating new growth opportunities and serves as the foundation for continuous growth. This is your opportunity to be part of a revolutionary global team that truly inspires positive global changes. Learn more about Frost & Sullivan :

About the Role

As an

Executive – CRM & Marketing Automation Team

, you will play a critical role in managing and optimizing Frost & Sullivan’s CRM operations in a non-technical capacity. You will focus on ensuring the quality and integrity of data within the CRM system, supporting Sales and Marketing teams, and generating actionable insights to drive business success.

Responsibilities

Lead Qualification

: Analyze client queries, qualify them as sales leads, and route them to the appropriate teams.

Database Management

: Update and maintain CRM databases, including research on prospective contacts and companies, deduplication, and ensuring data accuracy.

Industry Categorization

: Evaluate company profiles, categorize them into relevant industry verticals, and identify decision-makers.

Stakeholder Collaboration

: Coordinate with global teams to ensure lead follow-up, feedback, and continuous process improvement.

Process Documentation

: Develop and update CRM process documentation and training materials.

Research for Database Development :

Conduct thorough research on companies, industries, and key decision-makers to gather accurate and relevant information for database development and enhancement.

Insights Generation

: Create reports and dashboards using Power BI to provide actionable insights for Sales teams.

Required Competencies :

We are seeking a motivated and detail-oriented individual who possesses :

Technical Skills

Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).

Familiarity with CRM tools (e.G., Microsoft Dynamics, HubSpot, Salesforce).

Knowledge of

Power BI

and data visualization techniques.

Soft Skills

Strong analytical and problem-solving skills.

Excellent written and verbal communication abilities.

A customer-centric mindset with the ability to prioritize tasks effectively.

A proactive approach to learning new tools and technologies.

Experience

: 0–2 years in CRM, database creation through web research, or a related field. This is a

non-technical role

prior technical expertise is not required, but a willingness to learn and adapt to CRM tools is essential.

Education

: Bachelor’s degree in any discipline.

Why Join Frost & Sullivan?

Work with a global team that values collaboration, innovation, and excellence.

Develop expertise in identifying and leveraging Growth Opportunities to drive business success.

Benefit from structured career paths and continuous learning opportunities.

Be part of a company that values work-life balance, offering a flexible work environment.

Gain exposure to diverse industries and disruptive trends, shaping the future of businesses worldwide.

What Makes You a Good Fit?

You are wildly curious and passionate about understanding customer journeys and growth opportunities.

You are a self-starter who thrives in a dynamic and fast-paced environment.

You are a persuasive communicator who can collaborate effectively with cross-functional teams.

You are detail-oriented, ensuring high standards in every task you undertake.

You are excited about leveraging data and technology to deliver measurable results.

Equal Opportunity Employer

Frost & Sullivan is committed to creating an inclusive work environment. We recruit and hire without regard to race, religion, gender, marital status, age, disability, national origin, or sexual orientation.