Sales Excellence CRM Lead

Job Description

Department Sales Job posted on May 30, 2025 Employment type Full-Time Experience - 3-5 Years Location: Noida Job Overview We are seeking a highly motivated and tech-savvy CRM MIS Manager with a focus on managing sales data. The ideal candidate will have strong expertise in Ms Access, Power BI, Power Apps, and data analytics, with a primary responsibility to oversee and optimize the sales data flow, performance reporting, and provide insights that enhance the sales process. This role requires you to collaborate with the sales team, cross functional teams, develop sales reports and dashboards, and drive automation to streamline sales operations and enhance decision-making for leadership team. Key Responsibilities CRM Lead 1. Act as the SPOC for business teams and technical/IT team to ensure that the system aligns with business needs and delivers value. 2. Collect input from various business units to define CRM functional requirements, translate business processes into functional requirements for implementation team. 3. Perform CRM business process analysis and process mapping 4. Support data migration efforts, by extracting and preparing the required data. 5. Provide training, documentation, and guidance to end users. Post implementation CRM System Administration 1. Carry out day to day CRM administration tasks like User Management, Workflow modifications, Dashboard management etc. 2. Manage licenses and prevent unnecessary spending. Engage with CRM providers for technical escalations. 3. Maintain CRM User documentation- Business Processes, User manuals, Training kits, Administration manuals etc. 4. Ensure compliance with data governance standards and best practices for data security and privacy. 5. Drive CRM adoption by being the first support contact, providing regular refresher training, maintaining knowledgebase for resolving common issues etc. 6. Identify and maintain CRM enhancement logs based on feedback from users and evolving business needs. Sales Data Management & Reporting 1. Provide end-to-end seamless integrated support to sales leaders, enabling them to achieve sales revenue, profit and growth objectives for solutions and services. 2. Facilitate Business Planning Rhythm including preparation for, and participation in Weekly, Monthly, and Quarterly Rhythm of the Business reviews 3. Work closely with the sales team to understand data requirements. 4. Support Sales teams with tailored reports in Sales forecasting, Pipeline Management, Cross-Sale performance etc. 5. Design, develop, and maintain dashboards and reports using common tools like MS Excel, MS Access, or Power BI. 6. Oversee the collection, consolidation, and analysis of sales data from CRM and other relevant sources. 7. Generate and deliver regular sales performance reports 8. Maintain accurate and up-to-date sales data records, ensuring data integrity. Experience & Qualifications 1. Experience in CRM administration, sales data management, or business intelligence. 2. Experience with CRM platforms like Zoho, MS Dynamics with a focus on Sales Process, KPI, and Sales data. 3. Experience with MS Excel, MS Access for detailed sales analysis. 4. Familiarity with SQL for querying sales data from CRM databases 5. Solid understanding of sales processes, pipeline management, and forecasting methodologies. 6. Experience with project coordination and collaborative working across multiple teams and stakeholders. 7. Bachelor's or master's degree in business, Computer Science, Information technology, or a related field.