CRM Executive

RadiantBiz is looking for a sharp, process-driven Zoho CRM Executive who knows the platform inside out. If you enjoy turning messy pipelines into clean, efficient systems and believe automation is a superpower — this role is built for you.

You’ll be the backbone of our CRM operations, ensuring that our sales, operations, and management teams have accurate data, smart automations, and real-time visibility to accelerate performance.

Requirements

• Oversee end-to-end Zoho CRM administration, customization, and configuration.
  
• Create, modify, and optimize modules, fields, layouts, workflows, and automation rules.
  
• Ensure CRM structure supports business processes across sales, renewal, and operations teams.
  
• Maintain data integrity, security, and accessibility across user roles and profiles.
  

• Develop automation solutions to reduce manual tasks and enhance team productivity.
  
• Build workflows, rules, blueprints, and processes that streamline lead management and client lifecycle stages.
  
• Identify gaps in current processes and recommend improvements for system efficiency.
  

• Ensure complete and accurate data entry across all CRM stages.
  
• Create, manage, and optimize dashboards and reports for leadership and sales teams.
  
• Monitor data hygiene and implement regular checks, cleanups, and corrections.
  

• Assist sales teams by providing real-time insights, lead behavior tracking, and performance analytics.
  
• Coordinate with cross-functional teams to ensure CRM supports day-to-day operations.
  
• Train team members to effectively use CRM tools, features, and best practices.
  

• Collaborate with IT and external partners to integrate Zoho CRM with other apps (Zoho apps, telephony, WhatsApp, marketing tools, APIs).
  
• Troubleshoot system issues, bugs, and configuration problems.
  
• Ensure CRM scalability as the company grows.
  

Benefits

• 3–4 years of hands-on experience with Zoho CRM (administration, customisation, automation).
  
• Strong understanding of sales workflow management, pipelines, and CRM logic.
  
• Experience with Zoho ecosystem apps (Zoho Books, Zoho Campaigns, Zoho Desk, Zoho Flow etc ) is an advantage.
  
• Ability to translate operational needs into system workflows.
  
• Excellent analytical, organisational, and communication skills.
  
• Proficiency in dashboards, reporting, and CRM analytics.
  
• Understanding of API-based integrations is a plus.