We are looking for a smart, organized and technology-friendly CRM & Marketing Automation Executive to help manage CRM systems, WhatsApp automation, customer onboarding, digital campaigns and business automation.
The role combines technology, marketing operations, customer onboarding and coordination.
Programming experience is not required. Training will be provided on the platforms we use.
The ideal candidate should be comfortable learning new software quickly, solving problems, working with customer data and communicating with clients.
Key Responsibilities:
CRM & Customer Management
- Manage and maintain customer information in CRM systems.
- Create and maintain sales pipelines and lead stages.
- Import, clean and organize customer databases.
- Segment customers for marketing and follow-up campaigns.
- Assign and track leads.
- Monitor pending customer follow-ups.
- Maintain CRM data accuracy.
- Generate basic CRM and sales reports.
WhatsApp & Marketing Automation
- Assist with WhatsApp Business and WhatsApp Business API setups.
- Configure WhatsApp templates and campaigns.
- Set up basic chatbot and automation workflows.
- Configure automated customer follow-ups.
- Assist with customer segmentation and WhatsApp marketing campaigns.
- Test automations before deployment.
- Monitor campaigns and identify issues.
- Coordinate resolution of technical/platform issues.
Customer Onboarding
- Assist with onboarding customers onto our CRM and WhatsApp automation platforms.
- Collect information and requirements from new customers.
- Configure basic customer accounts and settings.
- Import customer contacts and databases.
- Configure basic CRM pipelines, templates and workflows.
- Assist customers with Meta Business setup and verification processes.
- Test customer setups before going live.
- Train customers on basic platform usage.
- Maintain onboarding checklists.
- Follow up with customers for pending requirements.
- Coordinate support requests after onboarding.
Marketing Operations
- Assist the marketing team with CRM-based campaigns.
- Maintain campaign and lead-source information.
- Track marketing leads through the CRM.
- Help prepare customer lists for targeted campaigns.
- Coordinate with the Digital Marketing team.
- Assist with basic reporting on leads, conversions and campaigns.
Skills We're Looking For
- Comfortable using computers and learning new software.
- Strong logical and problem-solving ability.
- Good communication skills.
- Good organizational and follow-up skills.
- Basic Excel/Google Sheets knowledge.
- Comfortable working with customer data.
- Attention to detail.
- Ability to manage multiple customer setups simultaneously.
- Comfortable communicating with clients by phone, WhatsApp and online meetings.
- Interest in CRM, AI, automation and digital marketing.
- Ability to independently learn new tools.
Bonus Skills
Any of the following are useful :
- CRM software
- WhatsApp Business
- WhatsApp Business API
- Meta Business Manager
- Chatbots
- Marketing automation
- Digital marketing
- Meta Ads
- Excel/Google Sheets
- Canva
- AI tools such as ChatGPT
- SaaS/customer onboarding
- Technical support
- Customer success
Programming knowledge is NOT required.
Training will be provided for the CRM, WhatsApp automation and other platforms used by the company.
Who Can Apply?
Candidates from backgrounds such as:
- BCA / BSc Computer Science / IT
- BBA / BCom with strong technology skills
- Digital Marketing
- Customer Success
- CRM/Operations
- Technical Support
- SaaS/Software Support
are encouraged to apply.
Qualifications are less important than your ability to learn quickly, communicate well and get things done.
Freshers with strong technology skills are welcome.
Growth Opportunity
This role provides hands-on exposure to:
- CRM
- WhatsApp Business API
- Marketing automation
- AI tools
- Customer onboarding
- SaaS platforms
- Business automation
- Digital marketing
High-performing candidates can grow into roles such as Automation Specialist, Customer Success Manager, Marketing Operations Manager or Implementation Manager.
Pay: ₹12,000.00 - ₹20,000.00 per month
Work Location: In person
