CRM Executive

Zen Technologies Limited; Delhi; On-site; INR 350,000 - 550,000; Full time

Job summary

Zen Technologies Limited seeks a detail-oriented Records & Coordination Specialist to maintain CRM data, calendars, meeting notes, and case files. You will ensure accurate entry, timely updates, and organized archives across leads, cases, and documents.

The role supports senior managers with day-to-day administrative and data requirements, requiring 1–3 years in data entry or CRM admin and strong MS Office skills.

Qualifications

• Bachelor's degree in any discipline.
• 1–3 years of experience in data entry, CRM administration, or office coordination.
• High attention to detail and accuracy in data entry and record-keeping.
• Strong organizational skills with the ability to manage calendars, files, and multiple ongoing cases.

Responsibilities

• Enter and update lead, case, and opportunity data in the CRM system accurately and on time.
• Maintain the team's shared calendar — scheduling meetings, client calls, and internal reviews, and sending reminders.
• Take and circulate notes for meetings and events, ensuring key action items and dates are captured.
• File and organize documents into the correct folders/systems.
• Maintain and issue tracking IDs for leads and cases, ensuring consistent numbering and traceability.
• Stay familiar with the status of ongoing cases so information can be retrieved quickly on request.
• Maintain dashboards/trackers showing pipeline status, case aging, and key dates across all verticals.
• Maintain a well-organized archive of closed cases and historical records for easy future reference.
• Support Assistant Managers and the Senior Manager / Manager with day-to-day administrative and data needs.

Skills

CRM administration

Data entry

MS Excel

Calendar management

Document filing

Attention to detail

Communication

Education

Bachelor's degree

Tools

MS Office

Job description

Act as the records and coordination backbone of the Business Development team — maintaining accurateCRM data, calendars, meeting notes, and case files so that every lead, case, and document is organized,current, and easy to retrieve.

Key Responsibilities

• Enter and update lead, case, and opportunity data in the CRM system accurately and on time.
• Maintain the team's shared calendar — scheduling meetings, client calls, and internal reviews, and sending reminders.
• Take and circulate notes for meetings and events, ensuring key action items and dates are captured.
• File and organize documents (case files, correspondence, MoMs, proposals) into the correct folders/systems.
• Maintain and issue tracking IDs for leads and cases, ensuring consistent numbering and traceability.
• Stay familiar with the status of ongoing cases so information can be retrieved quickly on request.
• Maintain dashboards/trackers showing pipeline status, case aging, and key dates across all verticals.
• Maintain a well-organized archive of closed cases and historical records for easy future reference.
• Support Assistant Managers and the Senior Manager / Manager with day-to-day administrative and data needs.

Requirements

• Bachelor's degree in any discipline.
• 1–3 years of experience in data entry, CRM administration, or office coordination.
• High attention to detail and accuracy in data entry and record-keeping.
• Strong organizational skills with the ability to manage calendars, files, and multiple ongoing cases simultaneously.
• Proficiency in MS Office (Excel in particular) and CRM/database tools.
• Good written and verbal communication skills.