CRM Executive
5 days ago
We are seeking a detail-oriented and analytical CRM Executive with hands-on experience in HubSpot, particularly Sales Hub and Marketing Hub, to support and optimize our marketing and sales operations. You will play a crucial role in ensuring seamless CRM operations, maintaining high data integrity, and supporting strategic decision-making with insightful reporting and analysis.
This role requires a proactive individual who can identify issues, propose improvements, and collaborate across teams to drive customer engagement, improve lead management, and enhance overall operational efficiency.
Key Responsibilities
CRM Oversight & Reporting
- Manage and monitor daily HubSpot CRM operations to ensure data accuracy and completeness
- Conduct regular audits and updates of CRM records to support reliable reporting and segmentation
- Monitor system performance and deliver periodic reports on key CRM metrics including data integrity, customer segmentation, and engagement trends
- Develop and maintain dashboards that provide real-time visibility into CRM performance for stakeholders
- Build and optimize automation workflows in HubSpot aligned with marketing and sales processes
- Collaborate with cross-functional teams to refine and enhance automated customer journeys
- Identify and troubleshoot bottlenecks within workflows and suggest improvements for better efficiency
- Assist in the execution and performance monitoring of email campaigns through HubSpot and instantly
- Analyze campaign metrics such as open rates, click-through rates, and conversions to guide optimization
- Implement and uphold data quality standards, including regular data cleaning and deduplication
- Support enrichment of CRM data through integration tools and manual processes as needed
- Work with teams to improve data collection methodologies and ensure consistency across systems
- Analyze CRM data to generate actionable insights that support customer journey improvements and strategic goals
- Provide ongoing recommendations based on system usage, engagement analytics, and lead behavior
- Collaborate with stakeholders to enhance segmentation and targeting strategies based on data insights
- Bachelor's degree in Marketing, Business, Information Software, or a related field
- 2+ years of hands-on experience with HubSpot, particularly Sales Hub and Marketing Hub
- Strong understanding of CRM best practices, including data management, segmentation, and lifecycle automation
- Proficiency in HubSpot's reporting and automation tools
- Experience delivering data-driven insights and working cross-functionally with Sales and Marketing teams
- Solid understanding of email marketing compliance and data privacy regulations
- Familiarity with data integration tools and enrichment processes
- Working knowledge of SQL for data querying and Excel for advanced data analysis
- Basic programming skills, preferably in Python, for automation or data handling tasks
- Working knowledge of WordPress, including how to create, edit, and publish pages and manage website content
- HubSpot Certifications (e.g., HubSpot Marketing Software, HubSpot Sales Software) are a plus
Fuel Allowance
Medical Insurance
Free Lunch Facility (In-house)
GYM Passport (Panel Gym's Free of Cost)
Participatory Fund
Market Competitive Salary
Learning & Challenging Work Environment
Amazing Work Culture
Paid Time off
Group Life Insurance
Gratuity
Maternity Leaves and many more
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