CRM Automation Manager

Elevate Now; Bengaluru; Hybrid; INR 600,000 - 900,000; Full time

Job summary

Elevate Now in Bengaluru is seeking a CRM Operations Manager to optimize webinar and lead-management workflows. You will own CRM journeys, automation triggers, and multi-channel communications to move leads through the funnel.

The role requires 2–5 years in CRM/marketing operations, strong data skills, and cross-functional coordination. Hybrid work, readiness with laptops, and ability to manage multiple campaigns are valued.

Qualifications

• 2–5 years of CRM/marketing ops experience.
• Strong knowledge of CRM funnels and customer journeys.
• Proficient in Google Sheets/Excel.
• Analytical and problem-solving mindset.
• Comfortable with data dashboards and trackers.
• Excellent coordination and communication skills.
• Ability to manage multiple campaigns and priorities.
• Experience with WhatsApp automation, IVR, webinar platforms a plus.

Responsibilities

• Build and manage CRM journeys, triggers, statuses, and communication flows.
• Set up and monitor WhatsApp, IVR, email, and other customer journeys.
• Ensure leads move correctly through the funnel based on actions.
• Track user intent, payments, webinar registrations, attendance, conversions.
• Identify gaps in the CRM journey and improve automation.
• Manage day-to-day webinar operations.
• Coordinate webinar schedules, reminders, hosts, and operators.
• Ensure webinar communication is triggered on time.
• Maintain daily and monthly CRM, webinar, lead, payment, and conversion reports.
• Track campaign performance and funnel movement.
• Identify data discrepancies and coordinate with teams for resolution.
• Build and maintain dashboards and tracking sheets.

Skills

CRM management

Marketing operations

Data analysis

Dashboards

Spreadsheets

Coordination

Campaign management

MoEngage

Tools

MoEngage

WATI

Job description

About The Role

We are looking for a CRM Operations Manager to manage and optimize our webinar and lead- management operations. The role will involve managing CRM journeys, communication triggers, webinar operations, lead tracking, and coordination across multiple teams.

Key Responsibilities

CRM Automation

• Build and manage CRM journeys, triggers, statuses, and communication flows.
• Set up and monitor WhatsApp, IVR, email, and other customer communication journeys.
• Ensure leads move correctly through the funnel based on their actions.
• Track user intent, payments, webinar registrations, attendance, and conversions.
• Identify gaps in the CRM journey and continuously improve automation.

Webinar Operations

• Manage day-to-day operational requirements for multiple webinars.
• Coordinate webinar schedules, reminders, hosts, and operators.
• Ensure all webinar communication is triggered on time.

Data Reporting

• Maintain daily and monthly CRM, webinar, lead, payment, and conversion reports.
• Track campaign performance and funnel movement.
• Identify data discrepancies and coordinate with relevant teams for resolution.
• Build and maintain dashboards and tracking sheets.

Qualifications

• 2–5 years of experience in CRM, marketing operations, growth operations, or similar roles.
• Strong understanding of CRM funnels and customer journeys.
• Good working knowledge of Google Sheets/Excel.
• Strong analytical and problem-solving skills.
• Comfortable working with data, dashboards, and operational trackers.
• Strong coordination and communication skills.
• Ability to manage multiple campaigns and priorities simultaneously.
• Experience with CRM, WhatsApp automation, IVR, webinar platforms, or marketing automation tools like Mo-engage or WATI is plus

Additional Information

Job Description – CRM & Operations Manager

• Location: Bangalore
• Experience: 2–5 years
• Employment Type: Full-time
• Work Mode - 6 days Work Week ( Hybrid - as per team requirement)
• Should have your own laptop device