Customer Relationship Management Specialist

Profile:Sales Assistant

Experience: Minimum 3 years

Package: Upto 9 LPA

Shift: Night Shift (Remote Work from Home)

Excellent Communication (Both written and Verbal) required

Role Context

This entry-level Personal Assistant will work directly with the Sales Enablement Coordinator to

support sales operations, deal execution, and administrative tasks. They will be the key righthand

to the Coordinator, keeping deals moving, maintaining CRM accuracy, preparing reports,

and ensuring smooth handoffs across the team.

Experience / Background

13 years in administrative, sales support, or business operations roles.

Exposure to CRM systems, preferably Zoho CRM, and/or other sales enablement platforms like Bloomgrowth.

Comfortable handling client-facing communication, including taking notes, sending

summaries, and preparing documents.

Experience with Microsoft Office (Excel, Word/Docs, PowerPoint/Slides) and cloud based

document systems.

Optional: Some exposure to basic financial tasks, pricing, or calculations.

Skills / Strengths

Hard Skills

Strong organizational skills, able to manage multiple tasks with accuracy.

Excellent note-taking, documentation, and formatting skills.

Comfort with numbers, basic calculations, and reporting.

Ability to maintain CRM cleanliness and ensure data integrity.

Proactive with tech tools; quick to learn new systems and workflows.

Soft Skills

Dependable and accountable; meets deadlines consistently.

Proactive and solution-oriented; follows through on tasks and reminders.

Strong written and verbal communication skills; professional client interactions.

Team player with a support-first mindset; thrives in a collaborative environment.

Curious and eager to learn company methodology, sales processes, and operations.

Personality / Traits

Detail-oriented and highly organized.

Analytical mindset; comfortable thinking critically about tasks, processes, and data.

Confident, professional, and poised when interacting with clients or leadership.

Flexible and adaptable; able to handle shifting priorities without losing accuracy.

Self-motivated with a do whatever it takes to get it done attitude, but also knows

when to escalate issues.

Positive, resilient, and motivated by seeing their work directly support team success.

Motivations / Career Goals

Excited to gain exposure to sales operations, deal execution, and business

development.

Interested in learning and growing within the company, potentially moving into more

strategic or operational roles.

Motivated by having clear tasks, seeing results of their work, and helping a team

succeed.

Enjoys problem-solving, following processes, and keeping projects on track.

Additional Notes / Practical Fit

Must be available 9 AM6 PM EST (role may be offshore).

Should thrive in a structured but fast-paced environment.

Works best with leadership direction but can take initiative and act independently

where appropriate.

The ideal candidate reduces friction for salespeople, keeps administrative and

operational processes running smoothly, and adds strategic weight despite being entry level.