Quality Control CRM

Position: CRM Quality Control & System Management Executive

Female preferred

Visa Requirement: Must have own valid UAE visa

1. Job Summary

The CRM Quality Control & System Management Executive will be responsible for monitoring and maintaining the company's CRM system, ensuring data accuracy, tracking employee activities, and verifying compliance with established CRM procedures.

The role involves conducting regular quality checks, monitoring lead management and follow-ups, maintaining accurate records, preparing performance reports, and ensuring the effective utilization of the CRM system by the sales and operations teams.

1. Key Responsibilities

A. CRM Quality Control & Data Verification

• Conduct regular quality checks on CRM entries, client details, leads, and case records.
• Verify the accuracy, completeness, and consistency of information entered into the system.
• Identify duplicate records, missing details, incorrect entries, and outdated information.
• Ensure all leads and client records are properly categorized and updated.
• Report discrepancies and coordinate with employees to ensure timely corrections.

B. CRM Activity Monitoring & Tracking

• Monitor daily employee activities recorded in the CRM system.
• Track lead assignments, client calls, follow-ups, appointments, and other client interactions.
• Ensure employees update the CRM accurately and within the required timelines.
• Monitor pending tasks, overdue follow-ups, inactive leads, and missed client interactions.
• Identify gaps in activity reporting and escalate repeated non-compliance to management.

C. CRM Data Management & Reporting

• Maintain organized, accurate, and up-to-date CRM records.
• Track lead progress through different stages of the sales and client conversion process.
• Prepare daily, weekly, and monthly reports on CRM activities and employee performance.
• Generate reports on lead status, follow-up completion, conversion rates, pending tasks, and employee activities.
• Maintain records of data discrepancies, corrections, and recurring CRM issues.
• Provide management with accurate reports to support operational decisions.

D. CRM System Management & Administration

• Monitor the day-to-day functioning and proper utilization of the CRM system.
• Ensure CRM workflows, lead stages, task assignments, and reporting procedures are followed correctly.
• Identify system errors and coordinate with the technical team or CRM provider for resolution.
• Assist with updating CRM fields, workflows, templates, and user access, subject to management approval.
• Support improvements in CRM processes to enhance efficiency and data accuracy.
• Assist employees with CRM-related queries and provide guidance on proper system usage.
• Ensure client information is handled securely in accordance with company policies.

E. Employee Compliance & Performance Monitoring

• Verify that employees maintain accurate CRM records and complete their assigned activities.
• Monitor whether leads are contacted, followed up on, and updated within the prescribed timelines.
• Identify unrecorded activities, delayed follow-ups, inactive leads, and irregular CRM usage.
• Maintain employee-wise CRM activity and compliance reports.
• Identify discrepancies between reported work and activities recorded in the system.
• Submit regular reports to management highlighting compliance issues and areas for improvement.

F. Management Coordination

• Coordinate with sales, operations, and management teams to ensure consistent CRM usage.
• Provide regular updates on data accuracy, employee activities, lead status, and pending issues.
• Escalate repeated non-compliance, unauthorized data changes, and significant discrepancies.
• Recommend improvements to CRM processes, reporting systems, and internal controls.
• Ensure management instructions regarding CRM usage and data management are implemented effectively.

1. Required Skills & Qualifications

• Bachelor's degree in Business Administration, Information Technology, Management, or a related field preferred.
• Previous experience in CRM management, quality control, data management, operations, or system administration is preferred.
• Knowledge of CRM platforms such as Zoho CRM or similar systems.
• Strong understanding of data verification, record maintenance, and reporting procedures.
• Good analytical, organizational, and problem-solving skills.
• Proficiency in Microsoft Excel and report preparation.
• Strong attention to detail and the ability to identify discrepancies.
• Good communication and coordination skills.
• Ability to monitor multiple activities and meet reporting deadlines.

1. Key Performance Expectations

• Data Accuracy: Ensure CRM records are accurate, complete, and regularly updated.
• Activity Monitoring: Identify missing updates, overdue follow-ups, and unrecorded employee activities.
• Reporting: Prepare and submit accurate daily, weekly, and monthly reports on time.
• Issue Tracking: Identify CRM errors and discrepancies and follow up until resolution.
• Compliance Monitoring: Ensure employees adhere to established CRM procedures and company guidelines.
• Lead Tracking: Monitor lead movement, follow-up completion, and pending client interactions.
• Management Updates: Escalate critical issues promptly and provide actionable findings to management.
• System Utilization: Ensure the CRM system is used effectively and consistently across relevant departments.

1. How to Apply

Interested candidates may share their updated CV through the following channels:

Email: hr@thecompletemigration.com / info@thecompletemigration.com WhatsApp: +971 56 632 1308

The Complete Migration

Pay: From AED2,000.00 per month

Work Location: In person