CRM & Business Development Executive

Key Roles & Responsibilities

• Understand and support the Business Development process for a US-based finance/investment business.
• Manage and maintain accurate client, prospect, lead, opportunity, and activity data in Redtail CRM.
• Track the BD team's pipeline, activities, follow-ups, meetings, opportunities, and conversions.
• Prepare and circulate weekly MIS reports and dashboards covering pipeline, activities, target vs. achievement, and team performance.
• Monitor pending follow-ups and identify gaps, inactive leads, and opportunities requiring attention.
• Work closely with the BD team to ensure timely follow-ups, CRM updates, and achievement of business targets.
• Provide management with pipeline analysis, performance insights, and actionable updates.
• Support monthly/quarterly business reviews and prepare ad-hoc reports as required.
• Ensure CRM data accuracy, consistency, and proper adoption of CRM processes.

Required Skills & Experience

• 4-7 years of relevant experience in CRM, Business Development Operations, Sales Operations, or MIS.
• Essential: Experience working with a US-based Finance, Investment, Wealth Management, or Financial Advisory firm.
• Hands-on experience with Redtail CRM is essential.
• Strong understanding of lead management, sales pipeline, client/prospect tracking, and follow-up processes.
• Strong MS Excel/Google Sheets and MIS reporting skills.
• Excellent analytical, coordination, communication, and follow-up skills.
• Ability to work closely with senior BD stakeholders and proactively identify performance gaps.

Preferred

• Experience supporting US Wealth Management / Financial Advisory / Investment Management teams.
• Exposure to other CRM tools such as Wealthbox, Salesforce Financial Services Cloud, Practifi, AdvisorEngine, Advyzon, or similar wealth-management CRM platforms