Revenue Operations & CRM Executive
# Revenue Operations & CRM Executive **MVP Consults Private Limited** · Mumbai, Maharashtra · `On-site` 🕒 **Статус:** *Опубликовано: 9 дней назад* · *Источник: Indeed* --- ### About the Role Position: Revenue Operations & CRM Executive - Location: Chakala, Andheri East, Mumbai - Experience: 3–6 Years - Qualification: Graduate; Postgraduate preferred - Function: Revenue Operations | CRM | Data Governance - Reporting To: COO - CRM: Zoho About the Role Investment management firm focused on structured real estate credit and high-yield debt strategies. The company works with Wealth Management Firms, National Distributors, IFAs, Multi-Family Offices, Private Banks, AMCs and other strategic channel partners. The Revenue Operations & CRM Executive will be the single owner of CRM governance and operations , ensuring the CRM remains accurate, secure, well-governed and trusted. The role will work closely with Fund Raising, Investor Relations, Marketing, Finance and other internal teams… Key Responsibilities 1. CRM Governance & AIMS Boundary - Ensure money-related information is not entered or modified from the CRM side. - Monitor CRM–AIMS discrepancies and resolve/escalate issues appropriately. - Investigate and permanently close incorrect data-flow routes. Arbour_Revenue Operations & CRM… 2. CRM Changes & Change Control - Test all CRM changes in a sandbox/test environment before going live. - Maintain change logs, approvals and rollback plans. - Configure and test CRM automation such as lead assignment. - Maintain user guides and documentation for major releases. Arbour_Revenue Operations & CRM… 3. Deals, Data & Integrations - Set up investment deals, sales pipelines and marketing campaigns in Zoho. - Manage bulk imports/data migrations with proper backup and validation. - Maintain data quality and resolve recurring issues such as duplicates and missing fields. - Integrate CRM with email, WhatsApp, marketing automation and analytics tools. 4. Reporting & Lead Management - Build CRM reports and dashboards for internal teams. - Ensure new leads have a clear source and are automatically routed to the appropriate salesperson. - Manage the Fund Raising → Investor Relations handover so that investor information and context are not lost. - Any report containing money figures must be reviewed and approved by Finance. Revenue Operations & CRM… 5. Access, Security & Onboarding - Manage CRM access based on employee roles. - Provide CRM training to new joiners before they access live records. - Support CRM-side security incidents and investigations. - Handle personal-data requests such as access, correction and deletion within required timelines. 6. Vendor Management - Evaluate and manage external CRM vendors/support partners. - Ensure vendors receive only necessary, time-bound access. - Manage data-handling requirements, deliverables and vendor offboarding. 7. Day-to-Day CRM Support - Own the CRM help desk and resolve user issues within agreed timelines. - Identify and fix root causes of recurring CRM problems. - Track CRM usage and escalate persistent adoption issues. - Support business continuity during CRM outages. Candidate Profile - 3–6 years of experience managing a CRM such as Zoho, preferably in financial services or another regulated environment. - Strong experience with CRM governance, data management and change control. - Comfortable with testing, rollback planning and system releases. - Working knowledge of data privacy and personal-data handling. - Experience managing external vendors/contracts and data-handling requirements. - Strong ownership mindset and willingness to escalate when governance or security rules are at risk. Pay: ₹40,000.00 - ₹50,000.00 per month Experience: - ZOHO/CRM Executive: 3 years (Required) Work Location: In person
Наблюдалась 2026-10-17, впервые 2026-10-08, источник — Indeed.