Technical Operation Executive

DataCouch; Mohali; On-site; INR 600,000 - 900,000; Full time

Job summary

DataCouch in Mohali is seeking a skilled CRM and operations professional to coordinate training programs, manage client communications, and optimize CRM workflows.

You will collaborate with sales, marketing, and product teams, analyze CRM data for insights, and drive automation and data integrity across systems.

Qualifications

• Bachelor’s degree in business or information systems.
• 2–3 years CRM management experience.
• Experience with Salesforce, HubSpot or Zoho.
• Strong analytical skills to derive actionable insights.
• CRM certifications are a plus.
• Knowledge of workflow automation and continuous improvement.

Responsibilities

• Coordinate CRM programs and ensure data quality.
• Serve as primary client contact, addressing feedback.
• Identify automation opportunities in CRM processes.
• Generate reports and analytics for improvement.
• Collaborate with sales, marketing, and product teams.
• Drive client retention through strategic initiatives.
• Support system integration and customization with IT.

Skills

CRM management

Client communication

Reporting & analytics

Process improvement

Automation opportunities

Collaboration

Data integrity

Education

Bachelor’s in Business

Information Systems

Tools

Salesforce

HubSpot

Zoho

Job description

• Training Program Coordination: Manage training schedules and ensure smooth execution.
• Client Communication: Serve as the main point of contact, addressing client concerns and feedback.
• Automation Optimization: Identify and implement automation opportunities within training processes.
• Quality Assurance: Ensure training delivery and content meet company standards.
• Reporting & Analytics: Analyze data on training, automation, and client feedback for continuous improvement.
• Client Retention: Develop strategies to enhance client satisfaction and renewal rates.
• Collaboration: Work with sales, marketing, and product teams to align strategies with business goals.
• Process Improvement: Continuously enhance customer experience and internal processes.
• CRM Management: Optimize, configure, and maintain CRM systems (e.g., Salesforce, HubSpot) and ensure data integrity.
• System Integration & Customization: Collaborate with IT to integrate CRM with other systems and customize features.
• Operational Efficiency: Streamline workflows, implement CRM automation, and generate actionable reports.

Qualifications:

• Education: Bachelor’s in Business, Information Systems, or related field.
• Experience: 2-3 years in CRM management or technical operations.
• CRM Expertise: Experience with CRM platforms (Salesforce, HubSpot, Zoho).
• Analytical: Strong ability to analyze CRM data and implement actionable insights.
• Process Improvement: Knowledge of workflow automation and continuous improvement practices.
• Certifications: CRM certifications (Salesforce, HubSpot) are a plus.

Project Management

Experience managing CRM-related projects or process improvement.