CRM Administrator

Tagbin Services; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Tagbin Services in Gurugram, Haryana, India is seeking a CRM Administrator for full-time, on-site work, with start within 60 days. You will configure and customize CRM platforms including Salesforce and Zoho, manage user access, and build reports and dashboards.

Ideal candidates will have hands-on Salesforce (Lightning, Apex, SOQL) and Zoho experience, strong Excel/SQL skills, and a focus on data quality and security.

Qualifications

• Hands-on experience with CRM platforms like Salesforce or Zoho including customization and administration.
• Strong proficiency in Excel, SQL, data migration tools and ETL processes for large-scale data management.
• Understanding of data quality frameworks, validation techniques, audit trails and data governance.
• Ability to diagnose, troubleshoot and resolve complex CRM issues including integrations and performance bottlenecks.
• Excellent verbal and written communication to explain technical concepts and train users.

Responsibilities

• Configure and customize CRM platforms including Salesforce and Zoho using declarative tools, Apex, Visualforce, Lightning components, workflows, process builders, and validation rules.
• Manage user access, profiles, permission sets, roles, sharing rules, and OWD configurations across integrated platforms.
• Design and automate CRM reports and dashboards using SOQL, custom objects, and data visualization tools.
• Maintain data accuracy with deduplication, cleansing routines and governance frameworks.
• Provide advanced technical support to CRM users, create training materials, troubleshoot API integrations and system performance.

Skills

CRM administration

Salesforce

Zoho CRM

Excel

SQL

Data quality

Troubleshooting

Communication

Job description

ABOUT THE ROLE

Join us as a CRM Administrator in Gurugram, Haryana, India. Full-Time, On-Site, joining within 60 days.
You will be responsible for advanced configuration and customization of CRM systems including Salesforce and Zoho, managing complex user access hierarchies, developing custom reports and dashboards using SOQL and advanced analytics, ensuring data integrity through validation rules, workflows and duplicate management, providing Tier-2 technical support, and troubleshooting integration and performance issues to maintain reliable customer and business data ecosystems.

KEY RESPONSIBILITIES

1. Configure and customize CRM platforms including Salesforce and Zoho using declarative tools, Apex, Visualforce, Lightning components, workflows, process builders, and validation rules for optimal performance and scalability.
2. Manage user access, profiles, permission sets, roles, sharing rules, and OWD configurations across integrated platforms while ensuring compliance with security best practices.
3. Design, develop and automate regular CRM reports, dashboards, and analytics using SOQL, custom objects, and data visualization tools to drive strategic business decisions.
4. Implement and maintain high standards of data accuracy, integrity, deduplication processes, data cleansing routines, and governance frameworks.
5. Provide advanced technical support to CRM users, create training materials, troubleshoot complex issues involving API integrations, batch jobs, and system performance optimization.

REQUIRED SKILLS AND EXPERIENCE

1. Hands-on experience with Salesforce (including Lightning, Apex, SOQL, SOSL), Zoho CRM, or similar enterprise platforms with proven expertise in customization and administration.
2. Strong proficiency in Excel (including advanced functions, Power Query, Pivot tables, VBA), SQL, data migration tools, and ETL processes for large-scale data management.
3. In-depth understanding of data quality frameworks, validation techniques, audit trails, and methodologies to maintain accuracy of customer and business information.
4. Strong ability to diagnose, troubleshoot and resolve complex CRM issues including integration failures, performance bottlenecks, and error logging using debug tools and logs.
5. Excellent verbal and written communication skills with the ability to explain technical concepts clearly while providing guidance and training to end users and stakeholders.

WHAT WE OFFER

We provide a collaborative environment where you can contribute to groundbreaking experiential projects for government and private clients. You will work with advanced technologies and join a certified organization with a global presence.