Operations Lead

5 - 9 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be responsible for managing and optimizing CRM platforms such as HubSpot and Salesforce to ensure clean data, automation, reporting, and a seamless user experience across teams. Additionally, you will collaborate with IT teams for system integration and implement workflow automation to improve efficiency. Key Responsibilities: - Oversee CRM platforms like HubSpot, Salesforce, ensuring clean data, automation, reporting, and seamless user experience across teams. - Collaborate with IT teams to integrate CRM systems with internal platforms and tools (LMS, ticketing, communication systems, etc.). - Identify process gaps and implement workflow automation to improve turnaround time and reduce manual dependencies. - Build and maintain dashboards and reports for operations, sales, and training performance using Excel, HubSpot, Power BI, or Tableau. - Act as the technical liaison between internal teams and external vendors to ensure efficient system performance and support. - Oversee scheduling, logistics, and delivery of tech training programs, ensuring alignment with business goals and quality standards. - Lead or support cross-functional initiatives aimed at enhancing operational infrastructure and processes. - Serve as a technical point of contact for clients, resolving queries related to operations, system access, or integration. Qualifications Required: - Bachelor's degree in Information Systems, Computer Science, Business, or related field. - 5+ years of experience in technical operations, CRM management, or project coordination. - Strong hands-on experience with CRM platforms (HubSpot, Salesforce, Zoho). - Proficiency in Excel and familiarity with reporting tools like Power BI, Tableau. - Working knowledge of database management, data migration, APIs, and middleware tools. - Understanding of HTML/CSS or JavaScript for CRM customization (preferred). - Strong analytical and problem-solving skills. - Experience in leading operational improvement and automation projects. - Excellent communication and cross-functional collaboration skills. Note: No additional details of the company were provided in the job description.,

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