CRM Executive

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Experience:

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About Us:

We are a fast-growing product development company building world-class BI & Analytics solutions used globally. With our headquarters in Plano, Texas, and a development center in Chennai, we are committed to delivering customer delight, innovation, and growth.

Role Overview:

We are looking for a proactive and detail-oriented CRM Executive to manage and enhance our customer relationship management processes. The ideal candidate will have experience working with CRM platforms (preferably Salesforce), strong analytical skills, and a passion for improving customer journeys and internal workflows.

Key Responsibilities:

• Manage and maintain CRM data for accuracy, completeness, and segmentation.
• Support internal teams in day-to-day CRM operations including data entry, report generation, campaign execution, and user support.
• Collaborate with Sales, Marketing, and Customer Success teams to implement and track campaigns, lead journeys, and workflows.
• Analyze CRM data and share insights to optimize outreach and engagement strategies.
• Assist in CRM configuration, workflow automation, and user training as needed.
• Monitor system performance, troubleshoot issues, and liaise with technical teams for resolution.
• Document CRM processes, best practices, and training materials.

Requirements:

• 2-4 years of experience in a CRM-related role.
• Hands-on experience with any CRM platform (Salesforce preferred but not mandatory).
• Strong understanding of CRM data structure, reporting, and campaign workflows.
• Proficiency in Excel/Google Sheets; familiarity with marketing tools is a plus.
• Good communication skills and ability to work collaboratively across functions.
• Highly organized, detail-oriented, and proactive mindset.

What We Offer:

• A collaborative and learning-driven environment.
• Opportunity to work with a passionate team building globally used products.
• Growth path in CRM, marketing operations, or analytics based on performance.