Sales Operations Executive
About this role
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Skills you'll use
What you'll do
- Manage and maintain Zoho CRM to ensure data accuracy, consistency, and reliability.
- Analyze existing CRM workflows, processes, and system utilization; recommend and implement improvements to enhance operational efficiency.
- Create and manage CRM reports, dashboards, and performance metrics for leadership and sales teams.
- Support lead management, opportunity tracking, sales pipeline monitoring, and data governance activities.
- Configure and optimize CRM automation, workflows, approval processes, and business rules.
- Collaborate with stakeholders to understand operational challenges and translate business requirements into CRM solutions.
- Conduct regular audits to ensure CRM data quality and process compliance.
- Provide user support, troubleshooting, and training for CRM users across teams.
- Develop and document sales processes, SOPs, and best practices.
- Generate periodic business insights and operational reports to support decision-making.
Who can apply
- Bachelor’s degree in Business Administration, Commerce, Management, Information Systems, or a related field.
- 1-3 years of experience in Sales Operations, CRM Administration, Business Operations, or a related role.
- Hands-on experience working with Zoho CRM is mandatory.
- Proven experience in analyzing CRM processes and implementing operational improvements.
- Good understanding of CRM workflows, automation, reports, dashboards, and sales lifecycle processes.
- Strong analytical mindset with the ability to identify trends, inefficiencies, and opportunities for optimization.
- Excellent communication and stakeholder management skills.
- Experience supporting sales teams in a fast-paced environment is preferred.
- Demonstrated ability to drive CRM process improvements and operational efficiencies
- through Zoho CRM.
Perks & benefits
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