Digital Strategy and Execution Coordinator

Jobtailor; Ernakulam; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Jobtailor in India seeks a CRM operations specialist to engage with users across the business, upskill teams, and accelerate sales and commercial excellence using Dynamics CRM as the primary platform.

You will support Nordic users, manage licensing and data governance for the sales lifecycle, and prepare concise insights for leadership committees. A bachelor’s degree and 4–6 years of CRM or pipeline support are preferred.

Qualifications

• Bachelor's degree or equivalent with 4–6 years in CRM operations, reporting, or sales support.
• Solid understanding of the sales process and pipeline management.
• Experience with Dynamics CRM and related BI tools is essential.
• Strong MS Office skills (Word, Excel, PowerPoint).

Responsibilities

• Engage with users across the business to upskill and accelerate sales and commercial excellence using Dynamics CRM.
• Support Nordic users and collaborate with key stakeholders to drive initiatives.
• Document recurring queries and feedback to improve user experience.
• Manage Dynamics CRM licensing, DOS access, and CRM learnings in Success Factors.
• Prepare insights, reports, and updates for leadership forums.
• Contribute to governance of the sales lifecycle and data quality controls.

Skills

CRM operations

Sales pipeline management

Project management

MS Office proficiency

Change management

Education

Bachelor's degree in finance, accounting, management, marketing or sales

Tools

Dynamics CRM

LENS

Power BI

Alteryx

SuccessFactors

Job description

Responsibilities

• Engage with users across the business to help upskill, accelerate sales and commercial excellence activities, relating to Dynamics CRM as the primary platform, and other C&I Accelerators across the tech landscape.
• Support Nordic users, initiatives and activities that help accelerate sales and commercial excellence, collaborating with key stakeholders across the business.
• Keep the Nordic S&CE team informed of recurring user queries and key feedback to enhance support and experience of Nordic users.
• Execute Dynamics CRM licensing process, including management of DOS access and assignment of CRM learnings in Success Factors for new Dynamics CRM users.
• Prepare insights, reports, and updates for various committees and leadership forums.
• Support the implementation and continuous improvement of governance processes for the sales and pipeline lifecycle, including data quality controls.

Requirements

• Bachelor's degree in finance, accounting, management, marketing or sales (or equivalent area of study or experience).
• 4-6 years of relevant experience, with hands‑on exposure to CRM operations, reporting, or sales/pipeline support.
• Overall understanding of sales process and pipeline management.
• Project management skills and experience.
• Understanding of account management and change management skills.
• Hands‑on experience with CRM Dynamics system.
• Demonstrated expert level experience in MS Office (Word, Excel & PowerPoint).
• Technical proficiency in tools like LENS, Power BI, Alteryx and other Business Intelligence systems is a plus.

Core Competencies

Demonstrates expertise in Dynamics CRM operations and sales pipeline management, with strong project management skills and the ability to prepare insights and reports for leadership. Proficient in MS Office and familiar with Business Intelligence tools to enhance sales and commercial excellence.