CRM Sales Coordinator/BDO

Balboa Tech; Gurugram District; Hybrid; INR 600,000 - 1,000,000; Full time

Job summary

Balboa Tech is seeking a results-driven CRM & Sales Operations specialist to manage CRM data, support B2B sales, and drive business development across US time zones. You will maintain pipelines, lead databases, and generate actionable reports.

The role requires 2-5 years in CRM/Sales Ops or BD, Zoho CRM experience preferred, strong English, and excellent Excel/Sheets skills. You’ll work independently and help optimize processes across US-India workflows.

Qualifications

• 2-5 years of CRM, Sales Operations, or BD experience.
• Experience with Zoho CRM preferred.
• Strong English communication skills.
• Good Excel/Google Sheets and large-data handling skills.
• Strong attention to detail, organization, and independent working ability.
• Experience managing large contact databases and active B2B sales pipelines.

Responsibilities

• Manage CRM data, leads, contacts, and sales pipelines.
• Lead segmentation, data management, imports/exports, and data cleaning.
• Support B2B sales activities, including follow-ups, email campaigns, and prospect research.
• Coordinate meetings, demos, calendars, and follow-ups across U.S. time zones.
• Prepare CRM reports, dashboards, and sales performance summaries.
• Research target companies, decision-makers, and market opportunities.
• Use tools for data enrichment, contact sourcing, email sequencing, and automation.
• Improve sales processes and ensure accurate, organized, and up-to-date data.

Skills

CRM experience

Sales operations

Business development

Data analysis

English communication

Excel/Sheets

Attention to detail

Tools

Zoho CRM

Email sequencing tools

Automation platforms

Job description

Role & responsibilities

The role focuses on CRM management, sales support, business development, and reporting.

• Manage and maintain CRM data, leads, contacts, and sales pipelines.
• Handle lead segmentation, database management, imports/exports, and data cleaning.
• Support B2B sales activities, including follow-ups, email campaigns, and prospect research.
• Coordinate meetings, demos, calendars, and follow-ups across U.S. time zones.
• Prepare CRM reports, dashboards, and sales performance summaries.
• Research target companies, decision-makers, and market opportunities.
• Use tools for data enrichment, contact sourcing, email sequencing, and automation.
• Improve sales processes and ensure accurate, organized, and up-to-date data.

Key Qualifications

• 2-5 years of CRM, Sales Operations, or Business Development experience.
• Experience with Zoho CRM preferred.
• Strong English communication skills.
• Good Excel/Google Sheets and large-data handling skills.
• Strong attention to detail, organization, and independent working ability.
• Experience managing large contact databases and active B2B sales pipelines.

Preferred candidate profile

• Experience supporting U.S.-based teams or workflows
• Familiarity with B2B technology sales processes and tools
• Exposure to mortgage, title, or real estate industries (preferred)
• Experience with email research, sequencing tools, and automation platforms
• Background in managing operations across U.S. and Indian markets