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CRM Opportunity Coordinator (Success Management)

Min Experience

1 years

Location

India, New Delhi

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

Reporting to Group Marketing management, and collaborating with International Business Advisory and technical teams, this role supports our business teams in their use of CRM to effectively manage leads, opportunities, and customer accounts. Responsibilities include assisting users, overseeing workflows, records handling and research, and acting as a key link to business teams for communications and reports - to enhance user adoption, teams lead responsiveness, and company conversion and growth. If you have relevant CRM support and analysis experience within a global organization, and are organized and solution oriented, we would love to speak with you! Key duties/responsibilities: Team Support and Success Management • Provide support assisting with records and workflows to users within assigned business teams, • Perform data and business imports and manual entries for assigned business teams, • Increase teams' adoption, usage and satisfaction of CRM for assigned business teams, • Gather user feedback about CRM, and consolidate these into improvement suggestions, • Gain a deep understanding of the users you support (key performance areas, duties and tasks, Services and expertise areas, their teams, and their clients and clients' expectations). Information and Data Management • Add and update prospect and customer information within DSA's CRM and software systems; • Research key missing data for lead, contact, and account record profiles using online sources, • Send regular reports to business teams for requests for action or information, and guidance to improve users skills. • Perform quarterly scans of data quality for key record types, and lists, to ensure overall data quality, consistency and records organization. CRM Administrative Support • Monitor record CRM to ERP, and web synchronizations, and support problem solve sync issues, • Provide user support to managers and staff across the company and report cases in support logs, • Create personal record views and dashboards to support users' unique needs and initiatives, • Identify, suggest and drive weekly improvements to streamline CRM views, lists and forms, • Assist CRM team with reviewing and creating standards for company CRM user procedures, • Provide weekly reports of your progress to reporting line covering all areas

About the company

Dezan Shira & Associates (DSA) one of Asia's leading corporate and professional services consultancies, providing market entry, and legal, tax, HR and technology advisory, and operational support services advisory to international companies. Our services are offered throughout Asia, from our more than 40 locations in China, Vietnam, Singapore, Indonesia, and India. Our subsidiary, Asia Briefing (AB), also publishes regional business news and analysis articles and magazines and Doing Business guides, via our sub-brands, China Briefing, Vietnam Briefing, ASEAN Briefing, India Briefing, and Middle East Briefing.

Skills

crm
data
microsoft office
communication
problem solving
organization
attention to detail