Customer Relationship Management Specialist

Leadzo; Bengaluru; On-site; INR 500,000 - 800,000; Full time

Job summary

Leadzo is a professional services marketplace connecting customers with verified service providers. We are seeking a CRM Executive to manage lifecycle communications, campaigns, automation, segmentation, and performance tracking to grow lead quality and activation.

The role focuses on building journeys, optimizing workflows, and collaborating with marketing and product teams to enhance engagement and conversions. Strong analytical and communication skills are essential.

Qualifications

• 2–3 years of experience in CRM, Marketing Automation, Lifecycle Marketing, or Digital Marketing.
• Hands-on experience with at least one CRM/marketing automation platform such as HubSpot, Zoho CRM, Salesforce, Brevo, MoEngage, CleverTap, or similar.
• Good understanding of email marketing and customer lifecycle management.
• Experience with segmentation, automation workflows, lead nurturing, and re-engagement campaigns.
• Basic understanding of GA4, GTM, and conversion tracking.
• Strong analytical and problem-solving skills.
• Good knowledge of Excel/Google Sheets.
• Ability to analyse campaign data and convert insights into actionable strategies.
• Good written and verbal communication skills.

Responsibilities

• Manage and execute CRM campaigns across email, WhatsApp, SMS, and other customer communication channels.
• Build and manage customer journeys based on signup, engagement, lead activity, purchase, and inactivity.
• Create customer segments based on user behaviour, category, location, lifecycle stage, and engagement.
• Set up and optimize automated CRM workflows, drip campaigns, re-engagement campaigns, and retention journeys.
• Manage email campaigns and automation using platforms such as Brevo, HubSpot, Zoho CRM, or similar tools.
• Monitor campaign performance including open rate, CTR, conversion rate, engagement, retention, and revenue.
• Work closely with the Performance Marketing and Product teams to improve lead conversion and customer activation.
• Analyse CRM data and identify opportunities to improve customer engagement and conversion.
• Maintain CRM data quality, audience lists, tags, attributes, and customer lifecycle stages.
• Coordinate with the sales team to ensure effective follow-ups and lead nurturing.
• Conduct A/B testing of subject lines, messaging, CTAs, offers, and customer journeys.
• Prepare regular CRM performance reports and actionable insights.
• Support CRM integrations with website, analytics, marketing automation, and other business tools.

Skills

CRM

Marketing Automation

Lifecycle Marketing

Digital Marketing

HubSpot

Zoho CRM

Email Marketing

GA4

GTM

Excel/Sheets

Tools

HubSpot

Zoho CRM

Salesforce

Brevo

MoEngage

CleverTap

Job description

Leadzo is a professional services marketplace that connects customers with verified service providers across multiple categories. We are building a data-driven platform focused on generating high-quality leads and helping service professionals grow their businesses.

We are looking for a CRM Executive who can manage customer lifecycle communication, CRM campaigns, automation, segmentation, and performance tracking.

Key Responsibilities

• Manage and execute CRM campaigns across email, WhatsApp, SMS, and other customer communication channels.
• Build and manage customer journeys based on signup, engagement, lead activity, purchase, and inactivity.
• Create customer segments based on user behaviour, category, location, lifecycle stage, and engagement.
• Set up and optimize automated CRM workflows, drip campaigns, re-engagement campaigns, and retention journeys.
• Manage email campaigns and automation using platforms such as Brevo, HubSpot, Zoho CRM, or similar tools.
• Monitor campaign performance including open rate, CTR, conversion rate, engagement, retention, and revenue.
• Work closely with the Performance Marketing and Product teams to improve lead conversion and customer activation.
• Analyse CRM data and identify opportunities to improve customer engagement and conversion.
• Maintain CRM data quality, audience lists, tags, attributes, and customer lifecycle stages.
• Coordinate with the sales team to ensure effective follow-ups and lead nurturing.
• Conduct A/B testing of subject lines, messaging, CTAs, offers, and customer journeys.
• Prepare regular CRM performance reports and actionable insights.
• Support CRM integrations with website, analytics, marketing automation, and other business tools.

Required Skills

• 2–3 years of experience in CRM, Marketing Automation, Lifecycle Marketing, or Digital Marketing.
• Hands-on experience with at least one CRM/marketing automation platform such as HubSpot, Zoho CRM, Salesforce, Brevo, MoEngage, CleverTap, or similar.
• Good understanding of email marketing and customer lifecycle management.
• Experience with segmentation, automation workflows, lead nurturing, and re-engagement campaigns.
• Basic understanding of Google Analytics 4 (GA4), Google Tag Manager (GTM), and conversion tracking.
• Strong analytical and problem-solving skills.
• Good knowledge of Excel/Google Sheets.
• Ability to analyse campaign data and convert insights into actionable strategies.
• Good written and verbal communication skills.

Good to Have

• Experience with WhatsApp automation and WhatsApp Business APIs.
• Experience working with API/CRM integrations.
• Knowledge of SQL or basic database concepts.
• Experience with lead-generation or marketplace businesses.
• Understanding of customer lifecycle marketing and retention strategies.
• Experience working with Google Ads/Meta Ads data and attribution.

What You'll Work On

You will be responsible for improving the complete customer journey from signup → activation → lead generation → purchase → engagement → retention, through effective CRM campaigns and automation.

Ideal Candidate

We are looking for someone who is data-driven, hands-on, curious, and execution-focused. You should be comfortable working with CRM platforms, analysing campaign performance, setting up automations, and continuously testing ways to improve customer conversion and retention.