Sales Operations Executive – CRM Specialist

TrueNorth GTM; Mumbai; On-site; INR 400,000 - 800,000; Full time

Job summary

TrueNorth GTM is seeking a Sales Operations Executive – CRM Specialist to join our Mumbai team. You will streamline the CRM ecosystem, automate campaigns, and build data-rich workflows to support outbound sales and telecalling performance.

The ideal candidate has hands-on Zoho CRM (preferred) or Salesforce experience, strong data analysis, and the ability to build a robust B2B distributors database (USA) with CRM dashboards to drive measurable outcomes.

Qualifications

• Bachelor's degree in Business Administration, Marketing, or a relevant field.
• 1 year of experience in CRM management, sales operations, pre-sales, or data analytics.
• Immediate availability preferred.

Responsibilities

• Configure and maintain the CRM to support acquisition workflows with data hygiene and error audits.
• Automate sales campaigns, track lead status, and build CRM dashboards to highlight progress and metrics.
• Train and support sales/telecalling teams on CRM usage and workflows.
• Design and manage sales workflows based on territory research and product fit, coordinating campaigns.
• Research, source, and compile a database of potential US distributors.
• Build structured contact hierarchies and qualify key B2B contacts.
• Analyze telecalling performance and refine outreach strategies.
• Provide feedback and create task lists for telecallers.
• Design and maintain follow-up cycles in CRM for leads and closure.
• Consolidate lead and territory data into Google Maps for territory planning.

Skills

CRM strategy

Data-driven decisions

Clear communication

Team coordination

Education

Bachelor's degree in Business Administration or Marketing

Tools

Zoho CRM

Salesforce

Google Sheets

Tableau / data viz

Job description

Sales Operations Executive – CRM Specialist

Location: Mumbai, India

Start Date: Immediately

CTC (Annual): ₹4,00,000 – ₹8,00,000 per annum

Experience Required: 1–3 years

About The Role: We are looking for a dynamic and analytically driven Sales Operations Executive – CRM Specialist to join our growing team. This role is pivotal in supporting our outbound sales initiatives by ensuring our CRM ecosystem is streamlined, data-rich, and strategically aligned. You will manage and enhance our CRM workflows, support telecalling performance, build critical B2B databases (primarily USA‑based distributors), and drive measurable sales operations outcomes. The ideal candidate is a blend of technical precision, research ability, CRM mastery, and sales understanding. You should have hands‑on experience with CRM platforms (Zoho CRM preferred), strong communication skills, and the ability to coordinate and manage telecalling teams through data‑backed strategies.

Key responsibilities

• Manage and configure the CRM system to support client acquisition and engagement workflows while maintaining CRM hygiene through routine data validation, deduplication, and error audits.
• Automate sales campaigns, track lead status, and build CRM dashboards to highlight progress, gaps, and key performance metrics.
• Act as the internal CRM specialist by training and supporting sales/telecalling teams on CRM usage and ensuring adherence to defined workflows.
• Design and manage sales workflows based on territory research, product fit, and success probabilities while coordinating campaign execution through CRM by assigning territories and quotas to telecallers.
• Research, source, and compile a robust database of potential product distributors (single-store & chain outlets) in the U.S. using websites, social platforms, business directories, competitor networks, and LinkedIn.
• Build structured contact hierarchies including owners, purchase managers, and other key decision-makers, and qualify relevant B2B contacts.
• Analyze telecalling performance by reviewing call recordings, evaluating calling outcomes, tracking metrics (connect rate, conversion %, objection handling success), and refining outreach strategies.
• Provide constructive feedback, ensure accountability, and create structured task lists for telecallers while monitoring timely follow-ups and CRM updates.
• Design and maintain structured follow-up cycles in CRM for cold leads, warm leads, and callbacks while establishing SOPs for lead status progression until closure or disqualification.
• Consolidate lead and territory data into Google Maps to enable visual territory planning, regional activity tracking, and visibility for sales leadership.

Preferred Skills

• Hands‑on experience with Zoho CRM (preferred) or Salesforce.
• Strong knowledge of sales workflows, lead scoring, pipeline management, and CRM automation.
• Basic data analysis and visualization (Excel, Google Sheets, Tableau, or equivalent).
• Familiarity with LinkedIn search and engagement tools for B2B lead generation.
• Ability to analyze call performance data and optimize team effectiveness.
• Clear written and verbal communication skills.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, or a relevant field.
• Minimum 1 year of experience in CRM management, sales operations, pre-sales, or data analytics.
• Immediate availability will be preferred.

We look forward to hearing from you.