Crm Executive

Job Description

Role- CRM Executive

Department: CRM / Sales Operations

Employment Type: Full-time

Job Summary

We are looking for a CRM Executive with 12 years of experience to manage and maintain lead data, verify lead quality, coordinate follow-ups, and ensure accurate and timely CRM updates.

The candidate will work closely with the Sales, Marketing, and Partner teams to ensure leads are properly validated, categorized, followed up, and updated in the CRM.

Key Responsibilities

• Cross-check and validate incoming leads to ensure accuracy and completeness.
• Identify, verify, and categorize junk, duplicate, invalid, and irrelevant leads.
• Monitor and manage M2M (Missed/Month-to-Month, as applicable to the companys process) leads and ensure timely follow-ups.
• Monitor AI calling activities and track lead engagement and call outcomes.
• Conduct manual calling/dialing for leads that require personal follow-up or verification.
• Follow up with leads and update call outcomes, lead status, and remarks accurately in the CRM.
• Coordinate with the sales team regarding lead status, quality, and follow-up requirements.
• Update and maintain partner leads in the CRM on a regular basis.
• Ensure all lead information, call details, follow-up dates, and remarks are updated accurately.
• Track pending, contacted, interested, not interested, junk, and converted leads.
• Identify data gaps or inconsistencies and coordinate with relevant teams for correction.
• Prepare regular reports on lead quality, follow-ups, calling activity, and CRM data.
• Maintain proper documentation and ensure CRM data remains clean and up to date.
• Support the team in improving lead management and CRM processes.

Requirements

• 1–2 years of experience in CRM, sales coordination, lead management, telecalling, or a similar role.
• Experience working with CRM software and lead-management systems.
• Good understanding of lead validation and lead-status management.
• Comfortable with manual calling and follow-up activities.
• Good communication and interpersonal skills.
• Strong attention to detail and ability to identify incorrect or duplicate data.
• Good working knowledge of MS Excel / Google Sheets.
• Ability to manage multiple leads and follow-ups systematically.
• Good coordination skills with Sales, Marketing, and Partner teams.
• Ability to work in a target-driven and fast-paced environment.

Good to Have

• Experience in Real Estate, Interior Design, Home Dcor, Furniture, or related sectors.
• Experience handling high-volume leads.
• Familiarity with AI calling / automated calling systems.
• Experience working with lead-generation campaigns.
• Knowledge of CRM reporting and dashboard management.
• Experience coordinating with channel/partner sales teams.

Key Performance Indicators (KPIs)

• Lead validation accuracy
• Junk/duplicate lead identification
• Timely CRM updates
• Calling and follow-up completion
• Lead response and follow-up rate
• Partner lead updating accuracy
• CRM data accuracy and hygiene
• Reduction in unprocessed/pending leads
• Quality and completeness of lead information

Ideal Candidate

The ideal candidate should be organized, detail-oriented, proactive, and comfortable working with large volumes of lead data. They should have good communication skills and be willing to take ownership of lead verification, calling, follow-ups, and CRM data management.