CRM & Business Automation Executive

Osiltec Consulting; Hyderabad; On-site; INR 600,000 - 900,000; Full time

Job summary

Osiltec Consulting Pvt Ltd is looking for a CRM & Business Automation Executive to manage CRM, lead tracking, sales follow-up, reporting and automation workflows. You will configure CRM platforms, maintain data, create reports and support automation across India and international markets.

The role is hands-on and requires understanding business processes, data hygiene and basic workflow automation using tools like Power Automate, Zapier and Make. Prior CRM admin experience is essential.

Qualifications

• 2-3 years in CRM operations, sales operations or digital operations.
• Hands-on with HubSpot, Zoho, Salesforce or similar CRM platforms.
• Knowledge of leads, contacts, deals, pipelines and follow-ups.
• Ability to create CRM fields, views, reports, forms and basic workflows.
• Proficient with Microsoft 365, SharePoint and OneDrive.
• Experience linking website forms to CRM and WhatsApp touchpoints.
• Willingness to learn Power Automate, Zapier, Make and related tools.
• Strong documentation and communication skills.

Responsibilities

• Manage and maintain CRM records: contacts, companies, deals, pipelines and tasks.
• Configure and customize CRM platforms per business needs.
• Create fields, saved views, forms and basic dashboards.
• Track leads, enquiries, RFQs, proposals, follow-ups and interactions.
• Coordinate website forms and WhatsApp integrations with CRM.
• Support basic automation for tasks, notifications and lead routing.
• Maintain MS 365, SharePoint and client document folders.
• Prepare weekly reports on leads, proposals and activities.
• Develop simple SOPs and user guides for teams and clients.
• Assist management in improving sales, operations and delivery workflows.

Skills

CRM operations

Sales operations

Digital operations

CRM field configuration

Lead tracking

Reports & dashboards

Power Automate basics

Zapier/Make automation

WhatsApp automation

Microsoft 365 / SharePoint

Education

Any bachelor’s degree

BE/BTech in CS/IT preferred

Tools

HubSpot CRM

Zoho CRM

Salesforce

Power Automate

Zapier

Make

WATI / WhatsApp APIs

WordPress forms integration

Power BI / dashboards

Job description

About the Role

Osiltec Consulting Pvt Ltd is looking for a CRM & Business Automation Executive to manage, improve and support CRM, lead tracking, sales follow-up, reporting, document workflows and business automation processes.

The role involves working with CRM platforms, Microsoft 365, SharePoint, website lead forms, WhatsApp follow-up processes, dashboards and automation tools. The candidate will also support CRM and automation implementation work for clients in India and international markets.

This is a hands‑on role suitable for someone who understands business processes and can configure CRM tools, maintain data, create reports and support workflow automation.

Key Responsibilities

• Manage and maintain CRM contacts, companies, deals, pipelines, stages and tasks.
• Configure HubSpot CRM, Zoho CRM or similar CRM platforms based on business requirements.
• Create and maintain custom fields, lead sources, saved views, forms and basic dashboards.
• Track leads, enquiries, RFQs, proposals, follow‑ups and customer interactions in CRM.
• Coordinate with website and WordPress teams to connect forms, landing pages and WhatsApp buttons to CRM.
• Support basic automation such as task creation, internal notifications, follow‑up reminders and lead assignment.
• Maintain Microsoft 365, SharePoint and OneDrive folders for client records, quotations, proposals and business documents.
• Prepare weekly reports on leads, proposals, follow‑ups, won/lost deals and pending actions.
• Clean and maintain CRM data by updating missing information, removing duplicates and standardising records.
• Prepare simple SOPs and user guides for teams and clients.
• Support management in improving sales, operations and delivery workflows.
• Assist in client CRM setup and automation implementation projects.

Required Skills

• 2-3 years of experience in CRM operations, sales operations, business automation, digital operations or related roles.
• Practical experience with HubSpot CRM, Zoho CRM, Salesforce or any similar CRM platform.
• Good understanding of leads, contacts, companies, deals, pipelines, tasks and follow‑ups.
• Ability to create CRM fields, views, reports, forms and basic workflows.
• Working knowledge of Microsoft Excel, Microsoft 365, SharePoint and OneDrive.
• Basic understanding of website forms, landing pages and lead capture.
• Good communication and documentation skills.
• Strong attention to detail and ability to maintain clean CRM data.
• Ability to understand business processes and convert them into simple CRM workflows.
• Willingness to learn new tools such as Power Automate, Zapier, Make, WhatsApp automation and AI calling tools.

Preferred Qualifications

• Any bachelors degree is acceptable.
• B.Tech, BE, BCA, MCA, B.Sc Computers, B.Com Computers, BBA or MBA will be preferred.
• BE/B.Tech in Computer Science, IT or related fields is preferred but not mandatory.
• Practical CRM and automation experience will be given higher importance than degree alone.

Additional Skills That Will Be An Advantage

• Zoho CRM customization
• Zoho Creator or Zoho Deluge basics
• HubSpot workflow setup
• Power Automate basics
• Zapier or Make automation
• WhatsApp Business API tools such as WATI, Interakt or AiSensy
• WordPress form integration
• Basic HTML/CSS
• API or webhook basics
• Power BI or dashboard/reporting experience
• Basic software customization or development knowledge

Ideal Candidate Profile

The ideal candidate should be a practical, systems-oriented person who can manage CRM tools, organize business data, support automation workflows and help improve daily sales and operations tracking.

This role is suitable for someone who has worked as a CRM Executive, CRM Admin, Sales Operations Executive, Zoho/HubSpot Executive, Business Process Executive, Digital Operations Executive or Automation Support Executive.

Selection Process

Shortlisted candidates may be asked to complete a simple practical task, such as:

• Create a sample CRM pipeline for leads and proposals.
• Suggest fields needed to qualify a lead.
• Explain how a website form should create a CRM lead.
• Create a basic follow‑up workflow.
• Prepare a simple weekly lead report.

Why Join Osiltec

The selected candidate will get hands‑on exposure to CRM, automation, website lead capture, sales operations, reporting and international client delivery processes. This is a growth role for someone who wants to build practical CRM and business automation skills.