Sales Operations & CRM Executive

The Sales Operations & CRM Executive will be responsible for managing customer data, handling inbound sales leads, coordinating lead assignment to the sales team, and supporting inside sales activities. This role is critical in ensuring disciplined CRM usage, faster lead response times, and efficient sales pipeline management.

Requirements

Key Responsibilities

CRM & Data Management

• Maintain, update, and manage customer and lead data in the CRM system (Zoho CRM).
  

• Ensure high data accuracy through regular validation, de -duplication, and correct tagging of leads and accounts.
  

• Track and maintain lead stages, follow -ups, and overall sales pipeline hygiene.
  

Lead Management & Assignment

• Receive and manage inbound leads from multiple sources including website, email, phone calls, marketing campaigns, Apollo.io, and other platforms.
  

• Qualify incoming leads and assign them to the appropriate sales team members based on defined allocation rules.
  

• Monitor lead response timelines and follow up internally to ensure timely action by the sales team.
  

Inside Sales & Telesales Support

• Handle incoming sales inquiries via telephone and email professionally.
  

• Conduct initial qualification calls to understand customer requirements, budget, timelines, and decision -makers.
  

• Schedule meetings, product demos, or follow -up calls for the sales team as required.
  

Apollo.io & Sales Tools Management

• Manage Apollo.io for lead sourcing, list creation, and contact enrichment activities.
  

• Support outbound prospecting efforts by providing clean, relevant, and well -segmented lead data.
  

• Coordinate with sales team members to track follow -ups and outcomes of Apollo -generated leads.
  

Reporting & Cross -Functional Coordination

• Prepare and share daily and weekly reports on lead inflow, assignment, contact status, and conversions.
  

• Act as a central coordination point between sales, marketing, and management teams.
  

• Identify gaps in existing processes and recommend improvements to lead management and CRM workflows.
  

Required Skills & Qualifications

• 1–3 years of experience in Sales Operations, CRM Management, or Inside Sales.
  

• Hands -on experience with CRM tools (Zoho CRM preferred).
  

• Experience using lead generation and sales tools such as Apollo.io, LinkedIn Sales Navigator, or similar platforms.
  

• Strong communication skills in English; proficiency in at least one regional language is an added advantage.
  

• Comfortable handling phone -based interactions with prospective customers.
  

• Highly organized, detail -oriented, and process -driven with strong follow -through skills.
  

​

Key Performance Indicators (KPIs)

• Lead response time and adherence to SLAs
  

• CRM data accuracy, completeness, and hygiene
  

• Lead assignment turnaround time
  

• Number of qualified leads handed over to the sales team
  

• Follow -up compliance and overall pipeline visibility
  

Benefits

• Health insurance coverage for self, spouse, and kids
  
• Long -term benefit savings plan with employer matching contributions.
  
• Opportunities for professional development and advancement within the organization.