CRM Specialist

Manage day-to-day administration of the CRM system, including user setup, roles, permissions, and data updates.

Customize CRM dashboards, workflows, fields, automations, and reports as per business needs.

Ensure accuracy, integrity, and security of customer data.

Troubleshoot CRM issues and coordinate with vendors or tech teams for resolution.

Provide training, guidance, and support to CRM users across departments.

Generate sales, marketing, and customer experience reports on a regular basis.

Assist in CRM integrations with other tools (email, payment gateways, telephony, etc.).

Monitor system performance and suggest improvements for usability and efficiency.

Support marketing and sales teams with segmentation, campaign lists, and lead management.

Ensure compliance with data privacy and security policies.

Bachelor’s degree in Computer Science, Information Technology, Business Administration, or related field.

1–3 years of experience as a CRM Administrator/Specialist (Freshers with strong CRM knowledge can also be considered).

Strong knowledge of CRM platforms (e.g., Zoho, Salesforce, HubSpot, Freshsales, or similar).

Good understanding of workflow automation, data management, and system configuration.

Ability to analyze data and generate meaningful insights/reports.

Basic understanding of APIs and integrations (preferred).

Excellent troubleshooting and problem-solving skills.

Strong communication and training skills.

Attention to detail and ability to work independently.

Experience working with sales and marketing teams.

Knowledge of customer lifecycle, lead scoring, segmentation, and analytics.

Ability to manage multiple tasks and meet deadlines.