CRM Executive – Zoho CRM

• *We're Hiring: CRM Executive – Zoho CRM**

• *Department:** Sales Operations / CRM
• *Job Type:** Full\-Time
• *Experience:** 3–6 Years
• *Location:** Mohan Cooperative , Delhi

Key Responsibilities

• Manage and maintain leads, contacts, accounts, and deals in Zoho CRM.
• Track incoming leads, assign leads to the relevant sales team members, and monitor lead status.
• Ensure timely follow\-ups and maintain accurate records of calls, emails, meetings, and customer interactions.
• Monitor the sales pipeline and help the team track opportunities from lead generation to closure.
• Maintain CRM data accuracy by identifying duplicate records, incomplete information, and outdated entries.
• Generate daily, weekly, and monthly reports on leads, follow\-ups, conversions, and sales performance.
• Create and maintain CRM workflows, tasks, reminders, assignment rules, and basic automation.
• Develop and maintain reports and dashboards to support management decision\-making.
• Coordinate with sales and marketing teams to ensure smooth lead management and follow\-up processes.
• Support CRM users with day\-to\-day queries and basic troubleshooting.
• Identify opportunities to improve CRM usage, reporting, and sales productivity.
• Maintain confidentiality and integrity of customer and company data.

Required Qualifications \& Skills

• Graduate in any discipline; a degree in Business Administration, IT, or a related field is preferred.
• 3–6years of experience in CRM operations, sales coordination, or a similar role.
• **Hands\-on experience with Zoho CRM is mandatory.**
• Good understanding of leads, contacts, accounts, deals, and sales pipelines.
• Working knowledge of CRM workflows, automation rules, reports, and dashboards.
• Good command of MS Excel or Google Sheets.
• Strong organizational, analytical, and problem\-solving skills.
• Good verbal and written communication skills.
• Ability to coordinate with multiple teams and manage tasks independently.

Preferred Skills

• Experience with Zoho CRM customization, custom fields, layouts, and assignment rules.
• Familiarity with Zoho Analytics or other Zoho applications.
• Basic understanding of CRM integrations and data import/export.
• Experience working in an IT, technology, or B2B services company.

Key Performance Indicators (KPIs)

• Accuracy and completeness of CRM data.
• Timely lead assignment and follow\-up tracking.
• Accuracy and timely submission of CRM reports.
• Reduction in duplicate records and missed follow\-ups.
• Proper maintenance of the sales pipeline.
• Effective CRM adoption and process compliance.

Ideal Candidate

We are looking for someone who is detail\-oriented, takes ownership of CRM data and processes, understands sales team requirements, and can use Zoho CRM effectively to improve business operations.

Pay: ₹400,000\.00 \- ₹700,000\.00 per year

Work Location: In person