Crm Executive

Zen Technologies; New Delhi; On-site; INR 520,000 - 780,000; Full time

Job summary

Zen Technologies is seeking a diligent Records and Coordination Specialist to support the Business Development team with CRM data, calendars, meeting notes, and case files. You will keep information organized, current, and easy to retrieve.

You will enter and update leads, maintain dashboards, and ensure accurate documentation across projects, supporting senior management with day-to-day administrative and data needs.

Qualifications

• Bachelor's degree in any discipline.
• 13 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 calendar, file, and multi-case management.

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 send reminders.
• Take and circulate notes for meetings and events, capturing key actions and dates.
• File and organize documents (case files, correspondence, MoMs, proposals) into the correct folders/systems.
• Maintain and issue tracking IDs for leads and cases with consistent numbering and traceability.
• Stay familiar with ongoing case status to retrieve information quickly on request.
• Maintain dashboards/trackers showing pipeline status, case aging, and key dates across verticals.
• Maintain a well-organized archive of closed cases and historical records for easy future reference.
• Support Assistant Managers and Senior Manager/Manager with day-to-day administrative and data needs.

Skills

Data entry

CRM administration

Office coordination

Calendar management

Documentation

Communication

Education

Bachelor's degree in any discipline

Tools

CRM/database tools

MS Office Suite

Excel

Job description

Role Summary:

Act as the records and coordination backbone of the Business Development team maintaining accurate CRM 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.
• 13 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.