Zen Technologies Limited

CRM Executive

Posted Yesterday

Be an Early Applicant

Delhi, Connaught Place, New Delhi, Delhi, IND

In-Office

Junior

Aerospace • Defense

The Role

Maintain accurate CRM records, lead and case data, calendars, meeting notes, documents, tracking IDs, dashboards, and archives for the Business Development team. Support case status retrieval, pipeline and aging tracking, document organization, and daily administrative and data needs for management. The role requires strong attention to detail, organization, communication, and proficiency with Excel and CRM/database tools.

Summary Generated by Built In

Role Summary:

Act as the records and coordination backbone of the Business Development team — maintaining accurate CRM data, calendars, meeting notes, and case files so that every lead, case, and document is organized, current, and easy to retrieve.
Key Responsibilities:
• Enter and update lead, case, and opportunity data in the CRM system accurately and on time.

• Maintain the team's shared calendar — scheduling meetings, client calls, and internal reviews, and sending reminders.

• Take and circulate notes for meetings and events, ensuring key action items and dates are captured.

• File and organize documents (case files, correspondence, MoMs, proposals) into the correct folders/systems.

• Maintain and issue tracking IDs for leads and cases, ensuring consistent numbering and traceability.

• Stay familiar with the status of ongoing cases so information can be retrieved quickly on request.

• Maintain dashboards/trackers showing pipeline status, case aging, and key dates across all verticals.

• Maintain a well-organized archive of closed cases and historical records for easy future reference.

• Support Assistant Managers and the Senior Manager / Manager with day-to-day administrative and data needs.

Requirements

• Bachelor's degree in any discipline.

• 1–3 years of experience in data entry, CRM administration, or office coordination.

• High attention to detail and accuracy in data entry and record-keeping.

• Strong organizational skills with the ability to manage calendars, files, and multiple ongoing cases simultaneously.

• Proficiency in MS Office (Excel in particular) and CRM/database tools.

• Good written and verbal communication skills.
Note: Interested candidates can share their CVs at [email protected]

Skills Required

Bachelor's degree in any discipline
1-3 years of experience in data entry, CRM administration, or office coordination
High attention to detail and accuracy in data entry and record-keeping
Strong organizational skills, including managing calendars, files, and multiple ongoing cases
Proficiency in Microsoft Office, particularly Excel, and CRM/database tools
Good written and verbal communication skills

View all jobs at Zen Technologies Limited

View Zen Technologies Limited Profile

Report Job

Am I A Good Fit?

beta

Get Personalized Job Insights.

Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company

HQ: Hyderabad, Telangana

430 Employees

Year Founded: 1993

What We Do

Incorporated in 1993, Zen Technologies Limited designs, develops and manufactures state-of-the-art Combat Training Solutions for the training of Defence & Security Forces worldwide and is a leader in providing Counter-Drone Solutions for safeguarding the borders, critical infrastructures etc. Zen Technologies is headquartered in Hyderabad, India with offices in India, UAE and USA. Zen Technologies has a portfolio of over 40 products designed and developed indigenously ranging from Live Fire, Live Instrumented, Virtual and Constructive training systems for individual and collective training and Counter Drone Solutions. With over 1,000 simulators and training systems shipped around the world, Zen Technologies is a proven leader in building training systems for developing and measuring Combat Readiness. Zen Technologies is built on strong R&D capabilities and has filed or received over 125 patents. Zen Technologies Limited is an ISO 9001:2015 (QMS), ISO/IEC 27001:2013 (ISMS) and CMMI Maturity Level 5 Company.