REVENUE OPERATIONS & CRM EXECUTIVE_Rz

Iassess Consultants; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Arbour Alternate Advisors Private Limited is seeking a hands-on Revenue Operations & CRM Executive to own and manage the company’s CRM ecosystem, data governance, integrations, reporting, and CRM processes.

The role reports to the COO and requires 3-6 years of CRM experience, preferably with Zoho CRM in a financial services or regulated environment. Location is Mumbai with on-site responsibilities.

Qualifications

• 3-6 years of experience in CRM or related roles.
• Strong understanding of CRM governance and data governance.
• Experience with CRM testing, change management, and rollback planning.
• Experience in financial services or regulated environments is preferred.

Responsibilities

• Manage CRM governance and ensure data boundaries are respected.
• Review CRM changes, releases, testing, approvals and rollback processes.
• Configure investment deals, sales pipelines, and campaigns in the CRM.
• Manage data migrations, quality, duplicates, and required fields.
• Integrate CRM with email, WhatsApp, marketing automation, and analytics tools.
• Build CRM reports and dashboards with Finance review for monetary data.

Skills

CRM governance

Stakeholder management

Data governance

Problem solving

Communication

Education

Graduate

Tools

Zoho CRM

Job description

REVENUE OPERATIONS & CRM EXECUTIVE

Location: Chakala, Andheri East, Mumbai

Experience: 3-6 Years

Qualification: Graduate (Postgraduate preferred)

Function: Revenue Operations | CRM | Data Governance

About the Role

Arbour Alternate Advisors Private Limited is looking for a hands-on Revenue Operations & CRM Executive to own and manage the company s CRM ecosystem, data governance, integrations, reporting, and CRM processes.

The role will be responsible for ensuring that the CRM remains accurate, secure, well-governed, and aligned with business requirements. The position will work closely with Fund Raising, Investor Relations, Marketing, Finance, and other internal teams, with direct reporting to the COO.

Key Responsibilities

• Manage CRM governance and ensure compliance with defined data boundaries.
• Review and control CRM changes, releases, testing, approvals, and rollback processes.
• Configure investment deals, sales pipelines, and marketing campaigns in the CRM.
• Manage data migrations, bulk imports, data quality, duplicates, and required fields.
• Integrate CRM with email, WhatsApp, marketing automation, and analytics tools.
• Build CRM reports and dashboards while ensuring appropriate Finance review for monetary data.
• Ensure new leads are correctly sourced and automatically routed to the relevant salesperson.
• Manage the Fund Raising Investor Relations handover process.
• Manage CRM access, onboarding, role-based permissions, and employee offboarding.
• Support CRM-related security incidents and personal-data requests.
• Manage external CRM vendors, contracts, access controls, and deliverables.
• Run day-to-day CRM support, resolve issues, and identify root causes of recurring problems.
• Maintain documentation, change logs, internal guides, and CRM processes.

Candidate Requirements

• 3-6 years of experience managing a CRM system such as Zoho.
• Experience in financial services or another regulated environment is preferred.
• Strong understanding of CRM governance and data governance.
• Experience with CRM testing, change management, and rollback planning.
• Understanding of data privacy and personal-data handling.
• Experience managing external vendors and contracts.
• Strong problem-solving and root-cause analysis skills.
• Excellent stakeholder management and communication skills.
• Ability to manage multiple priorities while maintaining accuracy and quality.
• Comfortable taking ownership, enforcing processes, and escalating critical issues when required.