CRM & Operations Executive

Job Title: CRM & Operations Executive

Department: CRM - Growth

Reports To: Growth Division Head

Location: On-site (as applicable)

Role Summary

The CRM & Operations Executive ensures process integrity, data accuracy, and workflow efficiency across PSA and Counselor teams. This role is critical in maintaining structured follow-ups, reporting, and operational visibility.

Key Responsibilities

Manage and maintain the CRM system

Ensure all leads are logged, updated, and tracked accurately

Monitor PSA follow-ups and attempt completion

Track meeting schedules, outcomes, and conversions

Generate daily, weekly, and monthly performance reports

Flag stale or unattended leads for action

Coordinate between PSA, Counselor, and Management

Maintain SOP compliance and data hygiene

Key Skills & Competencies

Strong CRM and data management skills

Upselling and Cross-Selling other products and services

Attention to detail and process discipline

Reporting and dashboard preparation

Coordination and follow-up skills

Basic understanding of sales funnels

Preferred Qualifications

15 years in CRM operations, sales ops, or backend coordination

Experience with CRMs like Zoho, HubSpot, Salesforce, or similar

Strong Excel / reporting Skills