CRM Executive

Posted 6 Days Ago
Be an Early Applicant
Dubai, ARE
In-Office
Mid level
Information Technology • Logistics • Software • Transportation
The Role
Administer and optimize Zoho CRM: configure modules, fields, workflows, and automations; maintain data accuracy and security; build dashboards and reports; support sales operations; integrate with other apps and troubleshoot issues; train users and improve CRM-driven processes.
Summary Generated by Built In

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.


Skills Required

  • 3-4 years of hands-on experience with Zoho CRM (administration, customization, automation)
  • Zoho CRM administration, customization, and configuration (modules, fields, layouts, workflows)
  • Strong understanding of sales workflow management, pipelines, and CRM logic
  • Experience with Zoho ecosystem apps (Zoho Books, Zoho Campaigns, Zoho Desk, Zoho Flow)
  • Proficiency in dashboards, reporting, and CRM analytics
  • Ability to translate operational needs into system workflows and process improvements
  • Understanding of API-based integrations and experience integrating CRM with telephony, WhatsApp, or marketing tools
  • Excellent analytical, organisational, and communication skills
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The Company
64 Employees
Year Founded: 1997

What We Do

Radiant Info Systems Private Limited is a Bangalore-based software products and services company formed in 1997. It serves e-governance and transportation-logistics sectors, developing online reservation, transport management, and customized logistics solutions for Indian and global use. The company also delivers government technology projects, including smart-card and national-ID-related systems, alongside system integration, data-center, disaster-recovery, application development, maintenance, and support services for public and private-sector clients.

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