Senior Associate - SDR - CRM Operations

GEP Worldwide; Navi Mumbai; On-site; INR 500,000 - 900,000; Full time

Job summary

GEP Worldwide in Navi Mumbai is seeking a detail-oriented SDR Operations professional to manage CRM data quality, lead routing, and campaign operations. You will support cross-functional teams across global regions, drive reporting in Power BI and Excel, and help optimize SDR processes to improve lead flow and alignment.

The role requires hands-on HubSpot CRM experience, strong analytical skills, and the ability to coordinate with Sales, Marketing, and regional teams.

Qualifications

• Bachelor's degree in business, operations, IT, management or related field.
• 2–5 years of experience in SDR Operations, Sales Operations or CRM Operations.
• Strong hands-on experience with HubSpot CRM.
• Good understanding of lead and account management and sales processes.
• Advanced Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, formulas and reporting.
• Strong analytical, communication, stakeholder management and problem-solving skills.
• Experience with reporting/dashboard creation and handling large datasets.

Responsibilities

• Maintain CRM data quality through duplication checks, standardization, and regular maintenance.
• Perform SDR data bulk updates, imports, exports, and operational data management activities.
• Support daily SDR operational processes, territory alignment exercises, and account allocation workflows.
• Coordinate with Sales, Marketing, and SDR regional teams for operational execution and issue resolution.
• Create and maintain reports and dashboards in CRM, Power BI, and Excel, as relevant.
• Generate operational reports and track SDR performance metrics, lead flow, and campaign activities.
• Analyze large datasets to identify operational gaps and process improvement opportunities.
• Manage sequences / campaign operations, tracking, and data enrichment initiatives.
• Support CRM data management, lead routing, account alignment, and data clean-up activities.

Skills

HubSpot CRM

Advanced Excel

Lead management

Account management

Stakeholder management

Reporting & dashboards

Data analysis

Education

Bachelor’s degree in Business/Operations/IT/Management

Tools

HubSpot CRM

Power BI

Job description

Role Details

Location: Navi Mumbai
Shift: 2 PM to 11 PM IST (Monday to Friday - Work from Office)

Position Summary

We are looking for a detail-oriented and process-driven professional to support SDR Operations, CRM management, reporting, lead/account alignment, and operational process improvement activities across global regions. The ideal candidate should have experience working with CRM systems, sales operations processes, reporting tools, and cross-functional stakeholders.

Key Responsibilities

• Maintain CRM data quality through duplication checks, standardization, and regular maintenance
• Perform SDR data bulk updates, imports, exports, and operational data management activities
• Support daily SDR operational processes, territory alignment exercises, and account allocation workflows
• Coordinate with Sales, Marketing, and SDR regional teams for operational execution and issue resolution
• Create and maintain reports and dashboards in CRM, Power BI, and Excel, as relevant
• Generate operational reports and track SDR performance metrics, lead flow, and campaign activities
• Analyze large datasets to identify operational gaps and process improvement opportunities
• Manage sequences / campaign operations, tracking, and data enrichment initiatives
• Support CRM data management, lead routing, account alignment, and data clean-up activities

Required Skills & Qualifications

• Bachelor’s degree in business, Operations, IT, Management, or related field
• 2–5 years of experience in SDR Operations, Sales Operations, CRM Operations, or related functions
• Strong hands-on experience with HubSpot CRM
• Good understanding of lead management, account management, and sales processes
• Advanced Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, formulas, and reporting
• Good analytical, communication, stakeholder management, and problem-solving skills
• Experience with reporting/dashboard creation and handling large datasets

Preferred Skills

• Experience with HubSpot, Outreach, Power BI, or similar tools
• Knowledge of CRM automation, HubSpot workflows, and campaign/sequence tools
• Exposure to global SDR or sales operations and marketing operations processes