Job Title: Salesforce CRM Executive
Location: Chennai (Work from Office)
Experience: 2–4 years
Preferred Tools: Salesforce CRM
About Us:
We are a fast-growing product development company building world-class BI & Analytics solutions used globally. With our headquarters in Plano, Texas, and a development center in Chennai, we are committed to delivering customer delight, innovation, and growth.
Role Overview:
We need someone familiar with sales and marketing processes and can create workflows, automations, in addition to user management and system customization.
and a passion for improving customer journeys and internal workflows.
Key Responsibilities
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Collaborate with Sales, Marketing, and Customer Success teams to understand business needs and translate them into effective CRM workflows, lead journeys, and campaign automations.
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Configure, maintain, and customize the Salesforce CRM platform, including user roles, profiles, permission sets, page layouts, and validation rules.
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Design and implement workflow rules, process builders, flows, and automation strategies to streamline sales and marketing operations.
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Maintain clean, accurate, and well-segmented CRM data to support targeted outreach and campaign effectiveness.
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Provide day-to-day support for internal teams including data entry oversight, report/dashboard creation, and user assistance.
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Analyze CRM usage and engagement data to uncover insights and continuously optimize customer journeys and internal processes.
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Conduct user training sessions and create documentation for CRM processes, usage best practices, and workflow standards.
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Maintain a continuous improvement mindset with a passion for enhancing the customer experience and internal operational efficiency.
Requirements:
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2–4 years of experience in a CRM-related role.
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Hands-on experience with Salesforce CRM platform.
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Strong understanding of CRM data structure, reporting, and campaign workflows.
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Proficiency in Excel/Google Sheets; familiarity with marketing tools is a plus.
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Good communication skills and ability to work collaboratively across functions.
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Highly organized, detail-oriented, and proactive mindset.
What We Offer:
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A collaborative and learning-driven environment.
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Opportunity to work with a passionate team building globally used products.
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Growth path in CRM, marketing operations, or analytics based on performance.
