Executive – CRM & Marketing Automation

Jobtailor; Chennai District; On-site; INR 300,000 - 600,000; Full time

Job summary

Jobtailor in Chennai is seeking a CRM analyst to analyze client queries, qualify leads, and manage CRM data. You will research companies, identify decision-makers, and collaborate with global teams on lead follow-up and process improvements.

The role requires Power BI knowledge, proficiency with MS Office, and familiarity with Dynamics, HubSpot, or Salesforce. A customer-centric mindset and strong communication skills are essential.

Qualifications

• 0–2 years in CRM, database creation through web research, or a related field
• Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word
• Familiarity with CRM tools such as Microsoft Dynamics, HubSpot, or Salesforce
• Knowledge of Power BI and data visualization techniques
• Strong analytical and problem-solving skills
• Excellent written and verbal communication abilities
• Customer-centric mindset and ability to prioritize tasks effectively
• Proactive approach to learning new tools and technologies
• Bachelor’s degree in any discipline
• Willingness to learn and adapt to CRM tools

Responsibilities

• Analyze client queries, qualify them as sales leads, and route them to appropriate teams
• Update and maintain CRM databases through contact and company research, deduplication, and data accuracy checks
• Evaluate company profiles, categorize industry verticals, and identify decision-makers
• Coordinate with global teams on lead follow-up, feedback, and process improvement
• Develop and update CRM process documentation and training materials
• Research companies, industries, and key decision-makers for database development and enhancement
• Create Power BI reports and dashboards to provide actionable insights for Sales teams

Skills

CRM Database Management

Power BI

MS Office Proficiency

CRM Tools Knowledge

Education

Bachelor’s degree in any discipline

Tools

Microsoft Dynamics

HubSpot

Salesforce

Power BI

Job description

• Analyze client queries, qualify them as sales leads, and route them to appropriate teams
• Update and maintain CRM databases through contact and company research, deduplication, and data accuracy checks
• Evaluate company profiles, categorize industry verticals, and identify decision-makers
• Coordinate with global teams on lead follow-up, feedback, and process improvement
• Develop and update CRM process documentation and training materials
• Research companies, industries, and key decision-makers for database development and enhancement
• Create Power BI reports and dashboards to provide actionable insights for Sales teams

Requirements

• 0–2 years in CRM, database creation through web research, or a related field
• Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word
• Familiarity with CRM tools such as Microsoft Dynamics, HubSpot, or Salesforce
• Knowledge of Power BI and data visualization techniques
• Strong analytical and problem-solving skills
• Excellent written and verbal communication abilities
• Customer-centric mindset and ability to prioritize tasks effectively
• Proactive approach to learning new tools and technologies
• Bachelor’s degree in any discipline
• Willingness to learn and adapt to CRM tools

Core Competencies

Proficient in CRM database management and data analysis, with strong skills in Microsoft Office Suite and Power BI for reporting and visualization. Demonstrates excellent communication and problem-solving abilities while maintaining a customer-centric approach.

Highest-signal resume keywords

• CRM Database Management
• Power BI Data Visualization
• Microsoft Office Suite Proficiency
• Analytical Problem-Solving Skills
• Customer-Centric Mindset

ATS Optimization Keywords

Hard Skills

• CRM Database Creation
• Data Accuracy Checks
• Web Research
• Lead Qualification
• Data Deduplication

Soft Skills

• Excellent Written Communication
• Excellent Verbal Communication
• Proactive Learning
• Task Prioritization

Industry Keywords

• Sales Leads
• Industry Verticals
• Decision-Makers
• Process Improvement

Tools & Technologies

• Microsoft Dynamics
• HubSpot
• Salesforce
• Power BI