Revenue Operations & ZOHO CRM Executive -SM

IAssess Consultants LLP; Navi Mumbai; On-site; INR 800,000 - 1,200,000; 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 and operations. The role partners with Fund Raising, Investor Relations, Marketing and Finance to ensure accurate, secure CRM data and well-governed processes across Zoho and related tools.

The candidate will manage data quality, change control, vendor relationships and CRM integrations while maintaining user guides and release documentation.

Qualifications

• CRM governance, data management and change control experience in financial services.
• 3–6 years managing a CRM such as Zoho.
• Comfortable with testing, rollback planning and system releases.
• Knowledge of data privacy and personal-data handling.
• Experience managing external vendors and data-handling requirements.
• Strong ownership mindset and governance/security compliance.

Responsibilities

• Govern CRM governance and AIMS boundary.
• Ensure money-related data is not edited in CRM.
• Monitor CRM–AIMS discrepancies and resolve/escalate.
• Test CRM changes in sandbox and maintain change logs.
• Set up deals, pipelines, campaigns in Zoho.
• Manage data migrations with backups and validation.
• Integrate CRM with email, WhatsApp, marketing tools.
• Create CRM reports and dashboards.
• Manage CRM access based on roles and onboarding.
• Provide CRM training to new joiners.

Skills

Zoho CRM

CRM governance

Data management

Change control

Vendor management

Testing

Security

Privacy compliance

Education

Graduate degree

Postgraduate preferred

Tools

Zoho CRM

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

• 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…
• 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…
• 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…
• 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…
• 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…
• 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…
• Day‑t…

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 escape when governance or security rules are at risk.

Skills

Skills: crm,crm governance,management,financial services,zoho,operations,revenue,revenue operations,data management