CRM Marketing Operations Executive
Role Summary
You will own Zoho CRM accuracy, marketing operations,
customer lifecycle workflows, newsletters, estimates, dashboards and reporting.
This is an operations role focused on process excellence rather than direct
selling.
Key Responsibilities
• Own and maintain Zoho CRM with >99% data accuracy.
• Manage inbound, outbound and upsell/cross-sell pipelines.
• Maintain pipeline hygiene and follow up internally on stalled deals.
• Manage Zoho Campaigns and customer newsletters.
• Segment mailing lists and monitor campaign performance.
• Prepare and send quotations/estimates through CRM.
• Maintain reports, dashboards and forecasting.
• Identify automation opportunities and document SOPs.
• Coordinate with Sales, Marketing, Customer Success, Finance and Product.
Requirements
Skills
• Zoho CRM (preferred)
• Zoho Campaigns
• CRM administration
• Excel/Google Sheets
• Reporting & dashboards
• Business communication
• Process documentation
• Analytical mindset
• Attention to detail
• SaaS experience preferred
Success in First 90 Days
• CRM accuracy above 99%
• Reliable dashboards
• Weekly newsletters executed on time
• Standardized CRM processes
• Management reporting established
• Automation opportunities identified