CRM Assistant

Job Title: CRM Assistant

Job Summary:
The CRM Assistant is responsible for maintaining accurate customer and prospect information in the CRM system, supporting sales and customer-service teams, and assisting with customer communication, reporting, and administrative tasks.

Key Responsibilities:

• Maintain and update customer, prospect, and lead information in the CRM.
• Enter, verify, and organize customer data accurately.
• Track leads, opportunities, follow-ups, and customer interactions.
• Assist sales teams with lead management and follow-up activities.
• Prepare CRM reports, dashboards, and basic performance summaries.
• Monitor customer inquiries and route them to the appropriate team members.
• Support email campaigns, customer communications, and database segmentation.
• Identify duplicate, incomplete, or outdated customer records and correct them.
• Maintain confidentiality and follow company data-management procedures.
• Assist with CRM system updates, testing, and process improvements.
• Coordinate with sales, marketing, and customer-support teams.

Required Skills & Qualifications:

• Bachelor’s degree in engineering or relevant diploma preferred.
• Good communication and interpersonal skills.
• Strong attention to detail and data accuracy.
• Basic knowledge of CRM systems such as Salesforce, HubSpot, Zoho CRM, or Microsoft Dynamics.
• Good knowledge of Microsoft Excel/Google Sheets.
• Ability to organize tasks and meet deadlines.
• Basic understanding of sales and customer-service processes.
• Previous experience in administration, customer service, sales support, or data entry is an advantage.

Key Skills:
CRM Management Data Entry Customer Service Lead Management MS Excel Reporting Email Communication Follow-ups Data Accuracy Administrative Support

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person