CRM Executive

Job Summary:

We are seeking a highly organized and detail-oriented Sales Operations & CRM Executive to support our growing real estate sales team. This role is ideal for someone who thrives on structure, precision, and seamless coordination. You will be responsible for maintaining accurate CRM data, ensuring cross-departmental alignment, and supporting sales performance tracking and reporting.

Key Responsibilities:

• Maintain and update CRM records and the daily sales tracker (leads, stages, advisor status, and sources).
• Generate weekly sales performance reports covering visits, offers sent, closures, and pipeline forecasts.
• Assist in preparing and sending offer letters, agreement kits, and closing summaries.
• Track buyer follow-ups, token payments, documentation, and payment milestone progress.
• Coordinate with the Legal team for issuance and management of agreement documents and signature logs.
• Collaborate with the Finance team to ensure real-time updates on payment milestones.
• Analyze and maintain campaign-level insights, including source ROI, lead aging, and agent performance.
• Support CRM system rollout, data migration, user testing, and internal team training sessions.

Ideal Candidate Profile:

• 2–4 years of experience in real estate operations, CRM support, or sales analytics.
• Proficiency in Google Sheets, MS Excel, and CRM platforms such as Salesforce, Zoho, or HubSpot.
• Strong understanding of real estate sales cycles and documentation workflows.
• Detail-oriented, systematic, and discreet with sensitive data.
• A team player who thrives in a collaborative, cross-functional environment.

Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹45,000.00 per month

Benefits:

• Life insurance
• Provident Fund

Education:

• Bachelor's (Required)

Experience:

• CRM software: 3 years (Required)
• Salesforce: 2 years (Required)
• Sales Cordination : 2 years (Required)

Location:

• Pilerne, Goa (Preferred)

Work Location: In person

Speak with the employer
+91 7083239375Expected Start Date: 28/07/2025