CRM-Head

Role & responsibilities

CRM Platform Management (LeadSquared / Salesforce)

• Manage and customize the

  LeadSquared

  or

  Salesforce

  CRM to align with chit fund workflows.
• Set up custom fields, forms, lead stages, opportunity pipelines, and workflows tailored to our financial products.

Automation & Campaign Execution

• Design and manage automated lead nurturing workflows, follow-ups, renewal alerts, and payment reminders.
• Implement automation for lead scoring, task assignments, and escalation management.

Data Management & Integrity

• Maintain clean and structured lead and customer data through imports, deduplication, validations, and regular audits.
• Ensure compliance with regulatory and privacy standards for customer data.

Integration

• Integrate CRM with tools such as:
• Dialer platforms
• WhatsApp/SMS platforms
• Onboarding tools
• Payment tracking systems
• Ad platforms (

  Meta / Google

  ) for lead capture syncing

Reporting & Analytics

• Generate actionable dashboards and reports on:
• Lead conversion
• Disbursement timelines
• Campaign performance
• Collection efficiency
• Share insights to help business teams make informed decisions.

User Training & Support

• Train sales, marketing, risk, and support teams on CRM usage, dashboards, and best practices.
• Conduct regular training for telecallers on lead status handling, CRM hygiene, call dispositioning, and follow-up workflows.
• Provide ongoing technical support and troubleshooting for CRM users.

Continuous Improvement

• Regularly audit workflows, processes, and reports to enhance performance and usability.
• Coordinate with vendors or internal developers for customizations and new feature rollouts.

Preferred candidate profile

• Bachelors degree in Business, Marketing, IT, or a related field.

• 2–4 years of CRM experience, preferably with LeadSquared or Salesforce.

• Strong understanding of lead management, sales pipelines, and customer lifecycle workflows in financial services.
• Proficient in

  Excel

  (VLOOKUP, pivot tables, data cleaning, etc.).
• Familiarity with ad tech, dialers, onboarding tools, or ticketing platforms is a plus.
• Ability to collaborate across teams, manage data with precision, and communicate clearly.

Salesforce