We are looking for a Business Process & CRM Executive to lead the successful implementation and adoption of Zoho CRM within the organization.
This is a business-facing role where you will work directly with the Director to understand business processes, translate operational requirements into CRM workflows, coordinate with Techginia's implementation team, and ensure successful adoption of the CRM across the organization.
This role is ideal for someone who enjoys solving business problems through technology rather than simply configuring software.
Key Responsibilities
Business Process Understanding
- Understand the company's sales, marketing, and operational processes.
- Work closely with the Director and key stakeholders to gather business requirements.
- Identify process gaps and recommend improvements.
- Document business workflows and Standard Operating Procedures (SOPs).
CRM Implementation
- Coordinate the implementation of Zoho CRM with Techginia's implementation team.
- Translate business requirements into CRM configurations.
- Assist in configuring CRM modules, layouts, fields, workflows, reports, and dashboards.
- Validate configurations through testing before deployment.
- Support data migration and ensure data quality.
User Training & Adoption
- Conduct training sessions for employees.
- Drive CRM adoption across departments.
- Provide first-level support for CRM-related queries.
- Prepare user manuals and process documentation.
Project Coordination
- Act as the primary coordinator between the organization and Techginia.
- Track implementation progress and ensure project milestones are achieved.
- Schedule meetings, collect user feedback, and facilitate issue resolution.
Continuous Improvement
- Monitor CRM usage and user adoption.
- Identify opportunities for automation and process optimization.
- Recommend improvements that enhance operational efficiency and customer management.
- Ensure CRM data remains accurate, complete, and up to date.
Required Qualifications
- Bachelor's degree in Business Administration, Commerce, Computer Applications, Engineering, or a related field.
- 2–4 years of experience working with any leading CRM platform (Zoho CRM, Salesforce, HubSpot, Microsoft Dynamics, Freshsales, or similar).
- Hands-on experience in CRM implementation, business process improvement, or CRM support.
- Good understanding of sales processes, customer lifecycle management, and business operations.
- Experience gathering business requirements and working with business stakeholders.
Required Skills
Business Skills
- Strong analytical and problem-solving skills.
- Ability to understand and improve business processes.
- Excellent documentation and process mapping skills.
- Strong organizational and project coordination abilities.
CRM Skills
- Hands-on experience with CRM configuration and administration.
- Understanding of CRM workflows, automation, reports, dashboards, and data management.
- Familiarity with CRM implementation methodologies.
Communication Skills
- Excellent verbal and written communication skills.
- Ability to interact confidently with Directors and senior management.
- Strong presentation and user training skills.
- Ability to coordinate effectively with internal teams and external consultants.
Language Requirements
- Fluent in English & Hindi
Ideal Candidate
We are looking for someone who:
- Takes complete ownership of the CRM implementation.
- Understands both business processes and technology.
- Can communicate effectively with stakeholders at all levels.
- Is proactive, detail-oriented, and highly organized.
- Can independently drive CRM implementation while collaborating with Techginia.
- Is passionate about improving business operations through technology.
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Provident Fund
Work Location: In person
