Crm Manager

Allied Boston Consultants India; Dadri; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Allied Boston Consultants India is seeking a CRM operations professional with 4–6 years of experience in inside sales, pre-sales or proposal management to own the enquiry lifecycle and CRM data. You will manage enquiries from multiple channels, close deals with cross-functional support, and generate weekly MIS dashboards to drive pipeline insights.

The role emphasizes accuracy, timely follow-ups, and clear client communication.

Qualifications

• 4–6 years in CRM operations, sales support, inside sales, pre-sales or proposal management.
• Hands-on ownership of a CRM or sales-management system.
• Strong MS Excel — pivot tables, lookups and dashboards.
• MS Word — high standard of written business correspondence.
• MS PowerPoint - business presentations.

Responsibilities

• Record enquiries in our CRM on the day they arrive and respond within the agreed time.
• Own closure of enquiries through quotation, discussions and work orders with support from pre-sales and sales managers.
• Be the client's point of contact during progress via phone and email, ensuring timely responses.
• Maintain CRM data accuracy, deduplication, and coordinate IT enhancements/testing.
• Build and publish weekly and monthly reports and dashboards on enquiries, pipeline, and renewals.
• Run follow-ups on open items until they close and chase internal inputs.
• Own the proposal cycle end-to-end: proposals, BoQs, SoWs, RFPs with outcome register.
• Maintain central repository of proposals and documents with version control and access.

Skills

CRM operations

English communication

Attention to detail

Follow-up discipline

Tools

MS Excel

MS Word

MS PowerPoint

Job description

What you will do

• Incoming enquiries receive every enquiry that reaches us website, email, phone, campaigns, referrals, portals — record it in our CRM the same day and respond to the client within the agreed time.
• Closing enquiries — own every enquiry you receive through to closure, irrespective of value — quotation, clarification, commercial discussion and work order. Pre-sales and the sales managers support you on technical or large requirements; the closure stays with you.
• Client communication — be the client's point of contact while an enquiry, proposal or order is in progress — clear, correct communication by phone and email, and no client left waiting for a reply.
• CRM data management — own our in-house CRM as the system of record — accurate, de-duplicated data and a next action against every open item; coordinate enhancements and testing with IT.
• MIS and reporting — build and publish the weekly and monthly reports and dashboards on enquiries, pipeline, conversion and renewals — with the analysis behind them, not only the numbers.
• Follow-ups — run a disciplined follow-up cycle on every open enquiry, proposal and order until it closes, and chase the internal inputs needed to keep it moving.
• Proposal management — own the proposal cycle end to end — proposals, quotations, BoQs, SoWs and RFP responses — and keep a register with outcomes and win/loss reasons.
• Repository management — maintain the central repository of proposals, orders, agreements and client documentation — naming, version control, indexing, retention and access.

What we are looking for

• 4 – 6 years in CRM operations, sales support, inside sales, pre-sales or proposal management.
• Hands-on ownership of a CRM or sales-management system.
• Strong MS Excel — pivot tables, lookups and dashboards; MS Word — a high standard of written business correspondence & MS PowerPoint - Business presentations.
• Excellent written & verbal communication in English.
• Exceptional attention to detail, and follow-up habits.
• Exposure to cybersecurity, GRC, IT services or B2B consulting is an advantage.