Job Description

Job Title:

CRM Executive

Location:

Chennai (Work from Office)

Experience:

2-4 years

Preferred Tools:

Salesforce (preferred, not mandatory)

About Us:

We are a fast-growing product development company building world-class BI & Analytics solutions used globally. With our headquarters in Plano, Texas, and a development center in Chennai, we are committed to delivering customer delight, innovation, and growth.

Role Overview:

We are looking for a proactive and detail-oriented CRM Executive to manage and enhance our customer relationship management processes. The ideal candidate will have experience working with CRM platforms (preferably Salesforce), strong analytical skills, and a passion for improving customer journeys and internal workflows.

Key Responsibilities:

Manage and maintain CRM data for accuracy, completeness, and segmentation. Support internal teams in day-to-day CRM operations including data entry, report generation, campaign execution, and user support. Collaborate with Sales, Marketing, and Customer Success teams to implement and track campaigns, lead journeys, and workflows. Analyze CRM data and share insights to optimize outreach and engagement strategies. Assist in CRM configuration, workflow automation, and user training as needed. Monitor system performance, troubleshoot issues, and liaise with technical teams for resolution. Document CRM processes, best practices, and training materials.

Requirements:

2-4 years of experience in a CRM-related role. Hands-on experience with any CRM platform (Salesforce preferred but not mandatory). Strong understanding of CRM data structure, reporting, and campaign workflows. Proficiency in Excel/Google Sheets; familiarity with marketing tools is a plus. Good communication skills and ability to work collaboratively across functions. Highly organized, detail-oriented, and proactive mindset.

What We Offer:

A collaborative and learning-driven environment. Opportunity to work with a passionate team building globally used products. * Growth path in CRM, marketing operations, or analytics based on performance.