Leadsquared CRM Account Manager

Role Overview

The CRM Account Manager will be responsible for managing end-to-end CRM operations on LeadSquared , driving automation for lead generation and nurturing, and ensuring smooth execution of campaigns across QHT Clinic and TheURoots. The role focuses on improving client / patient engagement, data-driven insights, and process efficiency through CRM automation.

Key Responsibilities

• Manage day-to-day CRM operations on LeadSquared, ensuring accurate data management and smooth process flow.
• Design and implement automation workflows for lead capture, distribution, follow-ups, patient / client engagement, and campaign tracking.
• Drive lead generation and upscaling of campaigns (email, SMS, WhatsApp) through automation within LeadSquared.
• Collaborate with internal teams to streamline campaign execution, reporting, and integration of automation with existing processes.
• Track, analyze, and report CRM & automation performance using LeadSquared dashboards.
• Ensure adoption of LeadSquared features across teams with training and support.
• Handle escalations and ensure timely follow-ups through automated reminders and workflows.
• Maintain confidentiality and compliance with data privacy standards.

Required Skills & Competencies

Qualifications & Experience

Key Attributes

Skills : management,operations,automation,leadsquared

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Skills Required

Dashboards, Microsoft Excel, campaign tracking