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Morrisman Innovations Private Limited
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CRM Strategy & Process Improvement Manager

CRM Strategy & Process Improvement Manager

Morrisman Innovations Private Limited

3 - 7 years

0 Lacs

maharashtra

Posted:6 days ago| Platform: Shine logo

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Skills Required

crm xero sops alerts hubspot fintech airtable slack notion google workspace zapier sales dashboards merchant dashboards sales playbooks merchant onboarding playbooks finance playbooks airtable formulas airtable automations airtable interface designer zapier multistep logic zapier error handling notion clickup complyadvantage gdrive zoho merchant environments

Work Mode

On-site

Job Type

Full Time

Job Description

As a skilled Operations Specialist, your main responsibilities will include designing scalable systems across multiple PSP brands, building and maintaining Airtable CRM, commission trackers, and onboarding workflows, as well as integrating various tools such as Slack, Notion, Google Workspace, Xero, and Zapier/Make. Additionally, you will be expected to document SOPs and team playbooks for Sales, Merchant Onboarding, and Finance teams, and create merchant and sales dashboards with alerts for effective communication through Slack/email. The ideal candidate should have experience in building operational stacks for crypto PSPs, iGaming, forex, or high-risk verticals, and be familiar with multi-brand operations including shared leads, shared CRM, and cross-selling strategies. Proficiency in Airtable formulas, automations, and relational data structure is a must, along with working knowledge of Notion, ClickUp, Zapier, ComplyAdvantage, Xero, and GDrive. In terms of required skillset, you should be an expert in Airtable, including formulas, automation, and designing interfaces. Proficiency in Zapier or Make for multi-step logic and error handling is essential, as well as familiarity with Notion, ClickUp, Slack, and Google Workspace. Any additional experience with CRM systems such as HubSpot, Zoho, Comply Advantage, and Xero will be considered a bonus. Overall, the ability to navigate fintech and merchant environments effectively is crucial for success in this role.,

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CRM Strategy & Process Improvement Manager