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CRM Executive

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Job Description - CRM Executive


RadiantBiz is looking for a sharp, process -driven Zoho CRM Executive who knows the platform inside out. If you enjoy turning messy pipelines into clean, efficient systems and believe automation is a superpower — this role is built for you.

You’ll be the backbone of our CRM operations, ensuring that our sales, operations, and management teams have accurate data, smart automations, and real -time visibility to accelerate performance.




Requirements

1. CRM Management & Optimization
  • Oversee end -to -end Zoho CRM administration, customization, and configuration.
  • Create, modify, and optimize modules, fields, layouts, workflows, and automation rules.
  • Ensure CRM structure supports business processes across sales, renewal, and operations teams.
  • Maintain data integrity, security, and accessibility across user roles and profiles.
2. Workflow Automation & Process Improvement
  • Develop automation solutions to reduce manual tasks and enhance team productivity.
  • Build workflows, rules, blueprints, and processes that streamline lead management and client lifecycle stages.
  • Identify gaps in current processes and recommend improvements for system efficiency.
3. Data Accuracy, Reporting & Dashboards
  • Ensure complete and accurate data entry across all CRM stages.
  • Create, manage, and optimize dashboards and reports for leadership and sales teams.
  • Monitor data hygiene and implement regular checks, cleanups, and corrections.
4. Sales Operations & Support
  • Assist sales teams by providing real -time insights, lead behavior tracking, and performance analytics.
  • Coordinate with cross -functional teams to ensure CRM supports day -to -day operations.
  • Train team members to effectively use CRM tools, features, and best practices.
5. Integration & Technical Coordination
  • Collaborate with IT and external partners to integrate Zoho CRM with other apps (Zoho apps, telephony, WhatsApp, marketing tools, APIs).
  • Troubleshoot system issues, bugs, and configuration problems.
  • Ensure CRM scalability as the company grows.


Benefits

  • 3–4 years of hands -on experience with Zoho CRM (administration, customisation, automation).
  • Strong understanding of sales workflow management, pipelines, and CRM logic.
  • Experience with Zoho ecosystem apps (Zoho Books, Zoho Campaigns, Zoho Desk, Zoho Flow etc ) is an advantage.
  • Ability to translate operational needs into system workflows.
  • Excellent analytical, organisational, and communication skills.
  • Proficiency in dashboards, reporting, and CRM analytics.
  • Understanding of API -based integrations is a plus.


Original job CRM Executive posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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