CRM Manager

Allvest Securities Pvt. Ltd.; Kurla; On-site; INR 450,000 - 750,000; Full time

Job summary

Allvest Securities Pvt. Ltd. is seeking a CRM Specialist to manage customer data, campaigns, and workflows across marketing, sales, and customer service functions.

You will analyze customer insights, segment audiences, and optimize campaigns while ensuring data integrity and privacy. The role emphasizes collaboration, training, and continuous improvement of CRM processes.

Qualifications

• CRM systems management and data governance.
• Experience with Salesforce, HubSpot, Zoho CRM.
• Ability to analyze customer data to improve campaigns.
• Campaign management and onboarding campaigns experience.
• Strong collaboration with marketing, sales and service teams.

Responsibilities

• CRM System Management: maintain and update CRM data for accuracy.
• Data Analysis and Reporting: identify trends and opportunities for campaigns.
• Campaign Management: create and monitor email marketing and onboarding campaigns.
• Customer Segmentation: build segments for personalized communication.
• Process Improvement: optimize CRM workflows to increase efficiency.
• System Integration: ensure CRM works with marketing, sales, and support tools.
• User Training and Support: train teams on CRM usage and best practices.
• Customer Feedback Management: analyze feedback to guide improvements.
• Compliance and Data Security: ensure data handling complies with laws.

Skills

CRM platforms

Analytical skills

Attention to detail

Problem-solving

Communication skills

Project management

Customer-centric mindset

Interpersonal skills

Adaptability

Tools

Salesforce

Microsoft Dynamics 365

HubSpot

Zoho CRM

Pipedrive

Marketo

Pardot

Mailchimp

ActiveCampaign

Google Analytics

Tableau

Power BI

Excel

Zapier

MuleSoft

Slack

Microsoft Teams

Zoom

Asana

Trello

Monday.com

Job description

A CRM Specialist plays a crucial role within an organization’s marketing, sales, and

customer service teams by managing workflows and ensuring that customer relationships

are effectively maintained and enhanced through the use of Customer Relationship

Management (CRM) software. By leveraging technology and data, a CRM Specialist works

to improve the efficiency and effectiveness of customer-facing activities, ultimately

contributing to better customer experience and increased customer loyalty.

Rooted within the framework of customer-centric strategies, CRM Specialists are essential

in various industries where managing customer data, understanding customer behavior,

and automating outreach campaigns are critical for business success. These professionals

work at the intersection of technology and customer relations, synthesizing data insights to

drive business decisions and strategic planning.

Responsibilities

The main responsibilities of a CRM Specialist encompass a blend of technical, analytical,

and interpersonal skills. Here are the core tasks typically associated with this role:

CRM System Management: Maintain and update CRM systems, ensuring that all customer

information is accurate, complete, and up-to‑date.

Data Analysis and Reporting: Analyze customer data to identify trends, behaviors, and

opportunities for targeted marketing campaigns or enhanced customer service strategies.

Generate reports to present findings to stakeholders.

Campaign Management: Develop, execute, and monitor marketing campaigns within the

CRM system, including email marketing, lead nurturing, and customer onboarding

campaigns.

Customer Segmentation: Create and manage customer segments based on behavioral,

demographic, and transactional data to personalize communication and marketing efforts.

Process Improvement: Identify and implement improvements to customer relationship

processes, enhancing operational efficiency and customer satisfaction.

System Integration: Ensure the CRM integrates seamlessly with other systems such as

marketing automation tools, sales platforms, and customer service software.

User Training and Support: Provide training and ongoing support to team members using

the CRM system, ensuring they understand how to effectively leverage its tools and

capabilities.

Customer Feedback Management: Collect and analyze customer feedback, using insights

to make recommendations for service improvements and product enhancements.

Compliance and Data Security: Ensure customer data is handled in compliance with

relevant regulations and company policies, including GDPR and other data protection laws.

Required skills

A successful CRM Specialist needs a diverse set of skills, blending technical proficiency

with analytical and interpersonal abilities. Key skills include:

Technical Proficiency: Understanding of CRM platforms (e.g., Salesforce, HubSpot, Zoho CRM) and proficiency in using these tools to manage customer data and workflows.

• Analytical Skills: Ability to analyze large datasets to extract actionable insights and trends. Proficiency in using data analysis tools and techniques is crucial.
• Attention to Detail: Ensuring the accuracy and completeness of customer data, as well as monitoring the effectiveness of campaigns and processes.
• Problem-Solving Abilities: Identifying issues within CRM processes and systems, and developing effective solutions to address them.
• Excellent Communication Skills: Ability to communicate findings and recommendations clearly to various stakeholders, including technical and non-technical team members.
• Project Management: Strong organizational skills and the ability to manage multiple projects simultaneously, ensuring timely completion and implementation.
• Customer-Centric Mindset: Understanding customer needs and behaviors to enhance customer engagement and satisfaction.
• Interpersonal Skills: Ability to work collaboratively within teams, provide training, and support to CRM users across the organization.
• Adaptability: Staying informed about the latest CRM technologies and industry best practices to continuously improve processes and tools.

Tools and technologies

CRM Specialists should be proficient in a variety of tools and technologies to

effectively manage customer relationships and data. Essential tools and

technologies include:

• CRM Platforms: Familiarity with major CRM systems like Salesforce, Microsoft Dynamics 365, HubSpot, Zoho CRM, and Pipedrive.
• Marketing Automation Tools: Experience with tools such as Marketo, Pardot, Mailchimp, and ActiveCampaign to automate marketing campaigns.
• Data Analysis Tools: Proficiency in using data analysis software like Google Analytics, Tableau, Power BI, and Excel for data reporting and visualization.
• Email Marketing Software: Knowledge of tools like Mailchimp, SendGrid, and Constant Contact for managing email marketing campaigns.
• Customer Feedback Tools: Experience with platforms like SurveyMonkey, Qualtrics, and Zendesk for collecting and analyzing customer feedback.
• Integration Platforms: Understanding of tools like Zapier and MuleSoft that facilitate the seamless integration of CRM systems with other business tools.
• Communication Tools: Proficiency in using communication and collaboration tools like Slack, Microsoft Teams, and Zoom for effective team coordination and training.
• Project Management Software: Familiarity with tools like Asana, Trello, and Monday.com to manage and track CRM-related projects.