Job Description

Job Title:

Salesforce CRM Executive

Location:

Chennai (Work from Office)

Experience:

2-4 years

Preferred Tools:

Salesforce CRM

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 need someone familiar with sales and marketing processes and can create workflows, automations, in addition to user management and system customization.
and a passion for improving customer journeys and internal workflows.

Key Responsibilities

Collaborate with Sales, Marketing, and Customer Success teams to understand business needs and translate them into effective CRM workflows, lead journeys, and campaign automations. Configure, maintain, and customize the Salesforce CRM platform, including user roles, profiles, permission sets, page layouts, and validation rules. Design and implement workflow rules, process builders, flows, and automation strategies to streamline sales and marketing operations. Maintain clean, accurate, and well-segmented CRM data to support targeted outreach and campaign effectiveness. Provide day-to-day support for internal teams including data entry oversight, report/dashboard creation, and user assistance. Analyze CRM usage and engagement data to uncover insights and continuously optimize customer journeys and internal processes. Conduct user training sessions and create documentation for CRM processes, usage best practices, and workflow standards. Maintain a continuous improvement mindset with a passion for enhancing the customer experience and internal operational efficiency.

Requirements:

2-4 years of experience in a CRM-related role. Hands-on experience with Salesforce CRM platform. 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.