MUMBAI · FULLTIME
REVENUE OPERATIONS & CRM EXECUTIVE_Rz
Iassess Consultants
Mumbai · onsite · Posted 12d ago
Sourced from
Undisclosed3–7 yrsfulltimeMumbai
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Section · 01
About this role
REVENUE OPERATIONS & CRM EXECUTIVE
Location: Chakala, Andheri East, Mumbai
Experience: 3-6 Years
Qualification: Graduate (Postgraduate preferred)
Function: Revenue Operations | CRM | Data Governance
Experience: 3-6 Years
Qualification: Graduate (Postgraduate preferred)
Function: Revenue Operations | CRM | Data Governance
About the Role
Arbour Alternate Advisors Private Limited is looking for a hands-on Revenue Operations & CRM Executive to own and manage the company s CRM ecosystem, data governance, integrations, reporting, and CRM processes.
The role will be responsible for ensuring that the CRM remains accurate, secure, well-governed, and aligned with business requirements. The position will work closely with Fund Raising, Investor Relations, Marketing, Finance, and other internal teams, with direct reporting to the COO.
Key Responsibilities
- Manage CRM governance and ensure compliance with defined data boundaries.
- Review and control CRM changes, releases, testing, approvals, and rollback processes.
- Configure investment deals, sales pipelines, and marketing campaigns in the CRM.
- Manage data migrations, bulk imports, data quality, duplicates, and required fields.
- Integrate CRM with email, WhatsApp, marketing automation, and analytics tools.
- Build CRM reports and dashboards while ensuring appropriate Finance review for monetary data.
- Ensure new leads are correctly sourced and automatically routed to the relevant salesperson.
- Manage the Fund Raising Investor Relations handover process.
- Manage CRM access, onboarding, role-based permissions, and employee offboarding.
- Support CRM-related security incidents and personal-data requests.
- Manage external CRM vendors, contracts, access controls, and deliverables.
- Run day-to-day CRM support, resolve issues, and identify root causes of recurring problems.
- Maintain documentation, change logs, internal guides, and CRM processes.
Candidate Requirements - 3-6 years of experience managing a CRM system such as Zoho.
- Experience in financial services or another regulated environment is preferred.
- Strong understanding of CRM governance and data governance.
- Experience with CRM testing, change management, and rollback planning.
- Understanding of data privacy and personal-data handling.
- Experience managing external vendors and contracts.
- Strong problem-solving and root-cause analysis skills.
- Excellent stakeholder management and communication skills.
- Ability to manage multiple priorities while maintaining accuracy and quality.
- Comfortable taking ownership, enforcing processes, and escalating critical issues when required.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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Section · 02
Skills
data qualityAutomationcrmFund RaisingAnalytics toolsdata privacydata handlingBusiness RequirementsChange ManagementAnalyticsCRM SupportCRM TestingCommunication SkillsData GovernanceFinancial Servicescompliancefinance