Revenue Operations & ZOHO CRM Executive -SM

Iassess Consultants; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Arbour Alternate Advisors Private Limited, a Mumbai-based investment management firm, seeks a Revenue Operations CRM Executive to own CRM governance, data integrity, and security. You will collaborate with Fund Raising, Investor Relations, Marketing and Finance to ensure clean data, proper access, and robust CRM processes.

The role requires 3–6 years of CRM experience, strong governance and data handling skills, and experience with Zoho.

Qualifications

• 3–6 years of CRM experience, preferably in financial services.
• Strong governance, data management and change-control skills.
• Experience with vendor management and data privacy.

Responsibilities

• Own CRM governance and operations; ensure accuracy, security and governance.
• Test CRM changes in sandbox; maintain change logs and rollback plans.
• Set up deals, pipelines and campaigns in Zoho; manage data migrations.
• Build CRM reports and dashboards; route new leads to the right salesperson.
• Manage CRM access by roles and provide training to new joiners.
• Evaluate and manage external CRM vendors and access controls.
• Own the CRM help desk and resolve user issues within timelines.

Skills

CRM governance

Data management

Change control

Vendor management

Security onboarding

Reporting & dashboards

Zoho CRM

Ownership mindset

Education

Graduate

Postgraduate preferred

Tools

Zoho

Job description

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
• Reporting To: COO
• CRM: Zoho

About the Role

Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real estate credit and high-yield debt strategies. The company works with Wealth Management Firms, National Distributors, IFAs, Multi-Family Offices, Private Banks, AMCs and other strategic channel partners.

The Revenue Operations CRM Executive will be the single owner of CRM governance and operations, ensuring the CRM remains accurate, secure, well-governed and trusted. The role will work closely with Fund Raising, Investor Relations, Marketing, Finance and other internal teams. Arbour_Revenue Operations CRM

Key Responsibilities

1. CRM Governance AIMS Boundary

• Ensure money-related information is not entered or modified from the CRM side.
• Monitor CRM-AIMS discrepancies and resolve/escalate issues appropriately.
• Investigate and permanently close incorrect data-flow routes. Arbour_Revenue Operations CRM

2. CRM Changes Change Control

• Test all CRM changes in a sandbox/test environment before going live.
• Maintain change logs, approvals and rollback plans.
• Configure and test CRM automation such as lead assignment.
• Maintain user guides and documentation for major releases. Arbour_Revenue Operations CRM

3. Deals, Data Integrations

• Set up investment deals, sales pipelines and marketing campaigns in Zoho.
• Manage bulk imports/data migrations with proper backup and validation.
• Maintain data quality and resolve recurring issues such as duplicates and missing fields.
• Integrate CRM with email, WhatsApp, marketing automation and analytics tools. Arbour_Revenue Operations CRM Arbour_Revenue Operations CRM

4. Reporting Lead Management

• Build CRM reports and dashboards for internal teams.
• Ensure new leads have a clear source and are automatically routed to the appropriate salesperson.
• Manage the Fund Raising Investor Relations handover so that investor information and context are not lost.
• Any report containing money figures must be reviewed and approved by Finance. Arbour_Revenue Operations CRM

5. Access, Security Onboarding

• Manage CRM access based on employee roles.
• Provide CRM training to new joiners before they access live records.
• Support CRM-side security incidents and investigations.
• Handle personal-data requests such as access, correction and deletion within required timelines. Arbour_Revenue Operations CRM

6. Vendor Management

• Evaluate and manage external CRM vendors/support partners.
• Ensure vendors receive only necessary, time-bound access.
• Manage data-handling requirements, deliverables and vendor offboarding. Arbour_Revenue Operations CRM

7. Day-to-Day CRM Support

• Own the CRM help desk and resolve user issues within agreed timelines.
• Identify and fix root causes of recurring CRM problems.
• Track CRM usage and elevate persistent adoption issues.
• Support business continuity during CRM outages. Arbour_Revenue Operations CRM

Candidate Profile

• 3-6 years of experience managing a CRM such as Zoho, preferably in financial services or another regulated environment.
• Strong experience with CRM governance, data management and change control.
• Comfortable with testing, rollback planning and system releases.
• Working knowledge of data privacy and personal-data handling.
• Experience managing external vendors/contracts and data-handling requirements.
• Strong ownership mindset and willingness to upscale when governance or security rules are at risk.