CRM Head – Strategic CRM & Data Operations

proactive and data-driven CRM Head

Key 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 etc) 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.

Requirements

• Bachelor’s 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.

• Certifications in Salesforce or LeadSquared

  (optional but preferred).