
CRM & Data Insights Specialist
12 hours ago
Role Summary
As a CRM & Data Insights Specialist, you will play a critical role in driving business growth by leveraging data insights to inform marketing and sales strategies. You will work closely with cross-functional teams to ensure all customer data is accurate and up-to-date, while also providing exceptional support to sales agents.
The ideal candidate will have strong analytical skills, excellent communication skills, and experience working with data analysis tools such as Excel and Power BI. They will also be able to identify trends in customer behavior and develop insights to drive business decisions.
Key Responsibilities:
Crm & Data Management:
Maintain and update customer records in our Crm system, ensuring data accuracy and consistency.
Organize, clean, and structure customer data from inquiries, bookings, and sales records.
Segment customer lists based on travel preferences, past bookings, and engagement history.
Track leads and update follow-up statuses to assist the sales team.
Data Analysis & Reporting:
Generate daily, weekly, and monthly reports on customer inquiries, booking trends, and sales performance.
Identify trends in customer behavior to assist in marketing and sales strategies.
Use Excel (Pivot Tables, VLOOKUP, and Macros) to analyze large datasets and generate insights.
Process Optimization & Automation:
Improve data collection and entry processes to enhance efficiency.
Assist in automating workflows between the Crm, WhatsApp Business Api, email marketing, and booking systems.
Ensure data security and compliance with company policies.
Collaboration & Support:
Work closely with Sales, Marketing, and Operations teams to ensure all customer data is up-to-date.
Support sales agents with customer information and lead management.
Ensure that the Crm system is used effectively to track and close leads.
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