IT Executive

Job Title: CRM Operations Assistant / Executive , The CRM Operations Assistant will work directly under the CRM Lead to provide end-to-end support in managing, maintaining, and optimizing the company’s CRM systems and related business processes. The role focuses on ensuring data accuracy, workflow efficiency, user coordination, and timely implementation of CRM-related initiatives across departments. Key Responsibilities Assist in daily CRM operations, including data entry validation, updates, and monitoring system performance. Support in user management, permissions, and access roles under NAV/CRM systems. Coordinate with departments (Sales, Operations, Finance, etc.) to ensure timely updates and compliance within the CRM. Assist in implementing new CRM modules, integrations, and feature rollouts. Prepare reports, dashboards, and summaries for management review. Track and report user issues or bugs, and follow up with the IT or development team for resolution. Maintain documentation and process manuals related to CRM operations. Ensure data integrity, backups, and version control for CRM information. Provide basic training or guidance to team members on CRM usage and best practices. Assist the CRM Lead in testing, QA, and deployment of CRM updates or system changes. Qualifications & Skills Bachelor’s degree in Information Technology, Business Administration, or related field. 1–3 years of experience in CRM systems (Zoho, Perfex, or similar platforms). Strong understanding of CRM workflows, permissions, and user management. Good command of Excel, SQL basics, and data management tools. Excellent organizational and communication skills. Ability to multitask, prioritize, and deliver under minimal supervision. Analytical mindset with strong attention to detail. Preferred (but not mandatory) Experience with Perfex CRM, Dynamics NAV 2016, or similar ERP systems. Familiarity with Google Workspace and OneDrive/SharePoint integrations. Knowledge of email automation and CRM reporting tools. Soft Skills Proactive and dependable team player. Quick learner with a problem-solving attitude. Maintains confidentiality and professionalism. Able to adapt to changing workflows and technologies.