Job Description

Job Title

CRM Executive - Sales (Education ERP)

Company

Bloomfield Innovations Pvt. Ltd.

Department

Sales & Business Development

Job Summary

The CRM Executive - Sales at Bloomfield Innovations will be responsible for managing and optimizing the complete sales lifecycle of Bloomfield's Education ERP solutions through the CRM system. This role ensures effective lead tracking, follow-ups, sales pipeline visibility, and seamless coordination between Sales, Presales, and Implementation teams to support timely closures and an improved customer experience for educational institutions.

Key Responsibilities

CRM & Lead Management

Capture, organize, and manage all inbound and outbound leads in the CRM system Ensure accurate tagging of leads related to colleges, universities, and education groups Assign and monitor leads as per Bloomfield's sales process Track lead status from enquiry to closure and post-sales handover
Sales Process Support

Monitor daily sales activities, follow-ups, and task completion through CRM Support sales team with reminders, schedules, and pipeline updates Coordinate product demos, meetings, and proposal tracking Maintain records of quotations, proposals, and negotiations in CRM
Reporting & Sales Analytics

Prepare daily, weekly, and monthly sales performance reports Track key metrics such as lead sources, conversion ratios, deal value, and sales cycle duration Share insights and dashboards with Sales Head and Management for forecasting and planning
Cross-Functional Coordination

Coordinate with Presales team for demo scheduling and requirement documentation Ensure proper handover to Implementation and Support teams after deal closure Document client commitments, scope, and timelines clearly in CRM
Data Accuracy & Compliance

Ensure CRM data accuracy, completeness, and consistency Enforce adherence to Bloomfield's sales and CRM usage policies Perform regular data audits and cleanup
CRM Optimization & Adoption

Suggest improvements in CRM workflows and reporting Support onboarding and training of sales team members on CRM best practices Act as a point of contact for CRM-related queries within the sales team
Required Skills & Competencies

Strong understanding of sales operations and CRM workflows Hands-on experience with CRM tools (Zoho CRM / Salesforce / HubSpot or similar) Excellent follow-up, coordination, and organizational skills Analytical mindset with strong attention to detail Clear verbal and written communication skills
Qualifications & Experience

Bachelor's degree in Business, Marketing, IT, or related field 1-4 years of experience in CRM, sales operations, or ERP/EdTech sales Experience in Education ERP or SaaS-based products is an added advantage
Key Performance Indicators (KPIs)

Lead response time and follow-up adherence CRM data accuracy and usage compliance Sales pipeline visibility and forecast accuracy Lead-to-deal conversion ratio Timely sales-to-implementation handover
Job Type: Full-time

Pay: ?12,000.00 - ?30,000.00 per month

Work Location: In person