CRM & Marketing Database Executive

The CRM & Marketing Database Executive will be responsible for managing, organizing,

and maintaining the company's centralized customer and marketing database. This role

ensures that customer and product data is clean, accurate, and up-to-date, enabling the sales

and marketing teams to target the right industries, customers, and opportunities efficiently.

The position will also support business development campaigns with curated data lists,

reports, and analytics.

Key Responsibilities :

1. Database Management

• Consolidate and clean existing customer, industry, and product data from multiple

Excel files into a single master database.

• Standardize data formats (industry categories, product codes, contact formats, location

codes).

• Ensure all customer contact details, industry types, product interests, and purchase

histories are correctly recorded.

• Maintain up-to-date records for 2,500 customers across 25 industries and 100

products.

• Assign and update Industry Tags and Product Tags for each customer to enable

targeted marketing.

2. Coordination & Data Collection

• Work closely with sales and business development teams to update customer data

after visits, calls, or campaigns.

• Collect and input data on new leads, prospects, and industry contacts from

exhibitions, referrals, and marketing campaigns.

• Track product inquiries, trial requests, and sample shipments.

3. Reporting & Insights

• Create weekly and monthly reports on :

o Industry / product coverage gaps.

o Customer engagement (active / inactive customers).

o Campaign results (open rates, responses, conversions).

• Provide custom filtered lists for marketing and sales campaigns.
• Highlight potential cross-selling opportunities based on purchase history and product

relevance.

4. System & Tool Management

• Manage and maintain the master database in Excel, Google Sheets, or CRM.
• Implement data validation, dropdowns, and error checks to minimize entry mistakes.
• Link documents such as TDS, MSDS, brochures to relevant products / customers for

quick access.

• Support migration to a CRM platform if implemented in the future.

Qualifications & Skills :

• Graduate in Commerce, Science, or Business Administration.
• 2–4 years' experience in data management, CRM handling, or sales / marketing

support.

• Advanced Excel / Google Sheets skills (Pivot tables, VLOOKUP / XLOOKUP, filters,

conditional formatting, data validation).

• Familiarity with CRMs like Zoho, HubSpot, or Airtable (optional but preferred).
• Strong attention to detail and accuracy in data handling.
• Good communication skills to coordinate with internal teams.

Skills Required

Data Management, Excel, Vlookup