Crm Executive - Salesforce

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We are looking for a hands-on CRM professional with strong expertise in Salesforce and related tools. This role requires active involvement in CRM operations, reporting, and integrations to support sales teams and drive data-driven decision-making. It is a tool-driven role focused on execution, analytics, and process efficiency—not data entry.

Key Responsibilities

• Manage daily operations on Salesforce CRM, ensuring accurate and timely data updates
• Create and maintain reports, dashboards, and MIS for business insights
• Track and manage the complete sales funnel: Lead → Site Visit → Booking → Collection
• Monitor sales team performance, pipeline movement, and conversion metrics
• Ensure data accuracy, consistency, and adherence to CRM processes
• Support calling systems, lead tracking, and follow-up mechanisms
• Work with CRM tools, add-ons, and integrations such as dialers and automation platforms
• Identify and implement automation opportunities to improve reporting and operational efficiency
• Collaborate with sales and management teams to provide actionable insights

Key Requirements

• Strong hands-on experience in Salesforce (mandatory)
• Proficiency in Salesforce tools, add-ons, and integrations
• Ability to independently create reports, dashboards, and data extracts
• Solid understanding of CRM workflows, data structures, and system logic
• Experience in managing calling data, lead tracking, and follow-up systems
• Advanced Excel skills including Pivot Tables, XLOOKUP, and dashboard creation
• Familiarity with AI tools and automation within CRM or reporting environments

Experience & Qualifications

• 3–6 years of hands-on CRM experience with strong Salesforce usage
• Proven experience in:
• Building Salesforce reports and dashboards independently
• Managing end-to-end sales funnel within CRM systems
• Working with CRM integrations such as dialers and automation tools
• Experience handling sales team data for teams of 15–25 members
• Strong exposure to data analysis, MIS reporting, and performance tracking
• Real estate CRM experience (apartments/villas) preferred but not mandatory
• Exposure to AI tools and workflow automation is an added advantage

Pay: ₹50,000.00 - ₹75,000.00 per month

Benefits:

• Provident Fund

Application Question(s):

• Notice Period

Experience:

• total work: 3 years (Preferred)
• Salesforce CRM: 3 years (Preferred)

Work Location: In person