iNTELLYJELLY
Website:
intellyjelly.com
Job details:
We are looking for a CRM Operations Executive to manage Zoho CRM data, payment tracking, lead updates, customer records, and monthly MIS reports.
Responsibilities:
- Update Zoho CRM records daily
- Maintain payment entries, pending amounts, follow-up dates and payment status
- Update lead source, customer acquisition date and product purchased
- Track workshop joining, conversions and publication status
- Coordinate with counsellors for missing data
- Prepare clean monthly MIS reports for revenue, acquisition and conversions
- Maintain accuracy and consistency in CRM fields
Required Skills:
- Good knowledge of Excel/Google Sheets
- Experience with Zoho CRM preferred
- Strong attention to detail
- Ability to follow SOPs
- Basic understanding of sales, payments and customer follow-ups
Preferred:
- Prior CRM/MIS/data operations experience
- Comfortable with dashboards and reports
- Good written communication
Click on Apply to know more.