AGM / GM – CRM & Revenue Operations (Zoho)

15 years

0 Lacs

Posted:6 days ago| Platform: Linkedin logo

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About Radical Minds Group & RMT Engineering

 

Radical Minds Technologies (Group)

Travel & Hospitality, BFSI/Fintech, Airlines, Logistics, Crypto, E-commerce, Retail, Healthcare, and Govt/PSUs

 

RMT Engineering

IT services & product engineering

 

Together

 

unified global Sales & Business Development engine

 

hands-on AGM/GM – CRM & Revenue Operations (Zoho)

 

not

 

 


Role Summary

 

AGM/GM – CRM & Revenue Operations (Zoho)


  • Own Zoho One / Zoho CRM end-to-end

    – design, implementation, configuration, administration and continuous improvement for both

    Radical Minds

    and

    RMT Engineering

    .
  • Act as

    SPOC for all BD teams

    (India, US, UK/Europe, Domestic, PSU/Govt, RMT Tech),

    SPOC for Management

    , and

    SPOC for Digital Marketing team

    .
  • Set up and manage

    lead flows, lead assignment, campaigns, reporting and dashboards

    across RM & RMT.
  • Own and coordinate integrations between Zoho and external tools such as

    Apollo, LinkedIn Sales Navigator, TenderTiger, GeM, BidPrime, Meta/Insta/Google Adwords and digital marketing platforms

    .
  • Ensure high

    data hygiene, process discipline and adoption

    across the organisation.

 

high-visibility individual contributor role

 


 

Key Responsibilities

 

1. Zoho One / Zoho CRM Ownership

  • Lead end-to-end

    implementation, configuration and administration

    of Zoho CRM (and related Zoho apps like Campaigns, Desk, Analytics) for both RM & RMT.
  • Design and maintain:
  • Modules, fields, page layouts and validation rules
  • Pipelines and deal stages for both RM and RMT businesses
  • Territories, lead and deal assignment rules
  • Workflows, automation, approvals and notifications
  • Manage

    user roles, profiles, access rights and security

    across multiple business units and geographies.
  • Act as the

    primary point of contact with Zoho

    and any Zoho implementation partners.

 

2. SPOC for BD Teams, Management and Marketing

  • Act as

    single point of contact

    for all Sales/BD leaders:
  • US (North America), UK/Europe, India Corporate/Enterprise, RMT Tech, Domestic, PSU/Govt/Tenders.
  • Work closely with

    Founder & MD, Executive Director, CFO and CXOs

    to:
  • Design and maintain

    management dashboards and MIS

    for pipeline, revenue, forecasts and performance.
  • Partner with

    CMO and digital marketing team

    to:
  • Integrate campaigns and landing pages with Zoho
  • Define and maintain

    lead flows, tagging and attribution

  • Ensure every marketing lead is tracked end-to-end inside CRM.

 

3. Lead Management, Campaign & Funnel Operations

  • Design and maintain a robust

    lead management framework

    :
  • Lead sources, lead statuses, priorities and SLAs
  • Lead assignment logic (region, product, segment, brand – RM vs RMT)
  • Escalation rules for unattended / ageing leads.
  • Coordinate with Digital Marketing to:
  • Capture all inbound leads from

    Google Ads, Meta, LinkedIn Ads, website forms and campaigns

    into Zoho with proper UTM/source tagging.
  • Implement basic and later advanced

    lead scoring

    models using Zoho and connected tools.
  • Ensure seamless mapping of

    Lead → Opportunity → Proposal → Win/Loss

    within Zoho for both RM and RMT.

 

4. Integrations & Tool Stack Management

  • Design, set up and maintain integrations between Zoho and:
  • Apollo

    – contacts, accounts, activities, sequences mapping
  • LinkedIn Sales Navigator

    – account and contact workflows where applicable
  • TenderTiger, GeM, other tender portals, BidPrime

    – through APIs or structured imports/exports, with proper mapping into Zoho
  • Telephony / email systems and other lead sources as needed.
  • Coordinate with external vendors (Zoho, Apollo, TenderTiger, etc.) for:
  • Implementation support
  • Troubleshooting and optimisation
  • Feature roll-outs and upgrades.

 

5. Reporting, Dashboards & Analytics

  • Build and maintain

    standard dashboards

    in Zoho CRM / Zoho Analytics for:
  • Senior management (Founders, ED, CFO, CXOs)
  • Regional BD heads
  • Marketing and tender teams.
  • Prepare

    weekly, monthly and quarterly

    CRM/RevOps MIS:
  • Leads created, meetings booked, opportunities created
  • Pipeline by stage, by region, by product, by channel
  • Win/loss metrics with reasons
  • Tender/RFP funnel (identified, submitted, shortlisted, won).
  • Support leadership with

    ad-hoc analysis and data extracts

    for reviews, board meetings, investors and client presentations.

 

6. Data Quality, Governance & Training

  • Own

    data hygiene and governance

    in Zoho:
  • Standardised naming conventions and mandatory fields
  • Dedupe checks and processes
  • Regular audits for missing, incomplete or stale data.
  • Conduct

    training and refreshers

    for BD, SDRs, tender team and marketing on:
  • How to use Zoho correctly
  • How to log activities and update pipeline
  • How to interpret dashboards and reports.
  • Monitor

    user adoption and activity metrics

    ; flag and escalate non-compliance to respective heads.

 

 

Required Experience & Background

  • Total Experience:

    8–15 years
  • Relevant Experience:

    Minimum

    4–5 years of hands-on Zoho CRM (or equivalent CRM)

    configuration and administration is

    mandatory

    .
  • Proven experience in roles such as:
  • CRM Administrator / Zoho Consultant
  • Revenue Operations / Sales Operations
  • Marketing Operations with deep CRM ownership.
  • Experience in

    B2B services / SaaS / IT / BPO / outsourcing

    environment will be preferred.
  • Demonstrated ability to

    work directly with senior leadership

    and multiple business stakeholders.

 

 

 

Technical & Tool Skills (Mandatory / Strongly Preferred)

  • Deep, hands-on expertise in

    Zoho CRM

    :
  • Modules, layouts, validation rules, workflows, blueprints, automation, APIs/webhooks.
  • Working knowledge of broader

    Zoho ecosystem

    :
  • Zoho Campaigns, Zoho Desk, Zoho Analytics (or other BI tools).
  • Experience integrating CRM with:
  • Apollo or similar outbound/sequence tools

  • LinkedIn Sales Navigator

  • Marketing platforms (Google Ads, Meta, LinkedIn, landing page tools).
  • Comfort with:
  • APIs, webhooks, third-party connectors (e.g. Zapier/Make)

  • CSV/Excel-based imports, data cleaning and transformation

  • Building and maintaining

    dashboards and reports

    .

 

 

Domain & Process Understanding

  • Strong understanding of

    B2B sales processes and funnels

    :
  • Lead → MQL/SQL → Opportunity → Proposal → Win/Loss.
  • Familiarity with:
  • Territory management, quotas, forecasting, pipeline health
  • Lead assignment, SLAs, follow-up cadence
  • Campaign attribution and basic marketing analytics concepts (UTM, source/medium, etc.).

 

 

Personal Attributes

  • Hands-on individual contributor

    – willing to personally configure, test, fix and optimise systems (not just coordinate vendors).
  • High

    ownership and accountability

    – behaves like an internal consultant and system owner.
  • Strong

    communication skills

    (written and verbal) in

    English and Hindi

    .
  • Ability to

    influence and enforce process

    with senior BD leaders while maintaining good relationships.
  • Structured, detail-oriented, comfortable creating documentation, SOPs and trainings.
  • Mature, stable, and comfortable working with

    confidential business data

    and leadership-level visibility.

 

 

Education

  • Graduate in

    Engineering / Computer Science / IT / Maths / Statistics / Business / Commerce

    .
  • Certifications in

    Zoho CRM / CRM administration / marketing automation / data analytics

    will be an added advantage.

 

 

Role Type & Growth

  • Role Type:

    Senior

    individual contributor

    (AGM/GM level) –

    no team initially

    .
  • Potential to

    build and lead a small CRM/RevOps team

    in future once the platform is stabilised and scaled.

 

 

How to Apply

 

proven track record in Zoho CRM implementation, revenue operations and sales/marketing operations

 

or

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