Sales Operations _ Marketing

Job Information

• Job Opening ID JNK1434
• Department Name Marketing
• Date Opened 05/29/2026
• Job Type Full time
• Functional Role Marketing
• Industry Financial Services
• City Bangalore
• State/Province Karnataka
• Country India
• Zip/Postal Code 560008

About Us

Founded in 2006, Befree is a global accounting and finance outsourcing partner powering more than 3000 accounting firms, financial advisers, mortgage brokers, and business owners across the UK, US, Australia, and the UAE. Over more than 20 years, Befree has grown to 1,500+ professionals, anchored by 9 delivery centres in India and supported by teams in the UK, US, and Australia.

Befree's services span bookkeeping, accounting, payroll, tax preparation, audit support, paraplanning, mortgage processing, and virtual administrative support, delivered by dedicated teams that work as an extension of each client's business. Backed by ISO 27001 information security certification, ACCA Approved Employer (Gold) status, and Xero Platinum Partner accreditation, Befree combines process rigour with automation technology to help clients free up time, reduce operating costs, and focus on growing their own business.

Job Description

Responsibilities

CRM Data Management

• Audit CRM records (Zoho / HubSpot / Salesforce) for accuracy, completeness, and duplication.
• Enrich contact and company records using AI research tools.
• Identify, merge, or remove duplicate records; keep duplicate rate below 2%.
• Maintain CRM data completeness above 95%.

Data Modeling & Segmentation

• Build segmentation models for target accounts by industry, geography, and size.
• Build and maintain the lead scoring model; update it quarterly.
• Apply data criteria for Tier 1 / Tier 2 / Tier 3 account classification, based on inputs from the Research Analyst.

Automation & AI Workflows

• Automate repetitive data collection and data-entry tasks using Python and AI tools (ChatGPT, Perplexity, Claude, NotebookLM).
• Build or maintain integrations that pull data from LinkedIn Sales Navigator, company websites, and public registries into the CRM.
• Ship at least 2 automation improvements per quarter that measurably cut manual research or data-entry time.

Dashboards & Reporting

• Build and maintain Power BI or Tableau dashboards for CRM data quality, pipeline coverage, and market coverage.
• Automate recurring data feeds for the monthly competitor intelligence report and quarterly market opportunity report.
• Prepare the underlying numbers, charts, and tables for industry reports and executive briefing notes (research and narrative stay with the Research Analyst/Manager).

Database & Infrastructure

• Maintain master prospect and account databases across Australia, UK, USA, and new verticals as they're added (e.g., NDIS).
• Structure data schemas used for account-based research and event target lists.
• Keep data consistent across CRM, spreadsheets, and BI tools — no conflicting numbers across systems.

Cross-functional Support

• Convert raw research output from the Research Analyst into structured, usable datasets.
• Work with internal automation/IT teams to scale tools built for research and CRM workflows.
• Pull and score event attendee data (target lists, tier classification) ahead of each event.

Qualifications and Experience

• 2–5 years in data analysis, CRM operations, marketing/sales analytics, or business intelligence.
• Experience handling B2B data across multiple geographies preferred (Australia, UK, USA).
• Works comfortably with messy, unstructured data and turns it into clean, usable datasets.
• High attention to detail — low tolerance for data errors. Can prioritize independently across requests from Sales, Marketing, and Leadership without constant direction.
• Picks up new AI/automation tools on their own, without being asked.
• Experience in a fast-scaling services or outsourcing company is a plus, not a requirement.

Key Skills

Required

• Python (data manipulation, scripting, automation)
• SQL
• Advanced Excel / Google Sheets (pivot tables, XLOOKUP, macros)
• Power BI or Tableau (at least one)
• CRM platform experience: Zoho, HubSpot, or Salesforce (at least one)
• AI research/automation tools: ChatGPT, Perplexity, Claude, NotebookLM
• Data cleaning and deduplication

Preferred

• API integration basics
• Web scraping (e.g., BeautifulSoup, Selenium, or similar)
• Lead scoring / segmentation methodology