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CRM Automation Manager

  • Posted 5 hours ago
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Job Description

About The Role

We are looking for a CRM Operations Manager to manage and optimize our webinar and lead- management operations. The role will involve managing CRM journeys, communication triggers,

webinar operations, lead tracking, and coordination across multiple teams.

Key Responsibilities

CRM Automation

Build and manage CRM journeys, triggers, statuses, and communication flows.

Set up and monitor WhatsApp, IVR, email, and other customer communication journeys.

Ensure leads move correctly through the funnel based on their actions.

Track user intent, payments, webinar registrations, attendance, and conversions.

Identify gaps in the CRM journey and continuously improve automation.

Webinar Operations

Manage day-to-day operational requirements for multiple webinars.

Coordinate webinar schedules, reminders, hosts, and operators.

Ensure all webinar communication is triggered on time.

Data Reporting

Maintain daily and monthly CRM, webinar, lead, payment, and conversion reports.

Track campaign performance and funnel movement.

Identify data discrepancies and coordinate with relevant teams for resolution.

Build and maintain dashboards and tracking sheets.

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Qualifications

2–5 years of experience in CRM, marketing operations, growth operations, or similar roles.

Strong understanding of CRM funnels and customer journeys.

Good working knowledge of Google Sheets/Excel.

Strong analytical and problem-solving skills.

Comfortable working with data, dashboards, and operational trackers.

Strong coordination and communication skills.

Ability to manage multiple campaigns and priorities simultaneously.

Experience with CRM, WhatsApp automation, IVR, webinar platforms, or marketing automation

tools like Mo-engage or WATI is plus

Additional Information

Job Description – CRM & Operations Manager

Location: Bangalore

Experience: 2–5 years

Employment Type: Full-time

Work Mode - 6 days Work Week ( Hybrid - as per team requirement)

Should have your own laptop device

More Info

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About Company

Job ID: 153731331

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