CRM and MIS Executive

Job Title: CRM Administrator MIS Executive

Location: Work from Home

Reports To: Head of Sales

Job Type: Full-Time

About Us:

We are a forward-thinking organization focused on leveraging technology to enhance customer relationships and data-driven decision-making. As we continue to grow, we’re looking for a CRM Administrator MIS Executive to join our team and ensure the smooth operation of our CRM system while also managing our Management Information System (MIS) needs. This role is perfect for someone who is detail-oriented, enjoys working with data, and has experience with CRM platforms and reporting systems.

Position Overview:

As the CRM Administrator MIS Executive , you will be responsible for managing and optimizing our CRM system to improve customer engagement and sales processes. You will also oversee the MIS to ensure accurate, timely, and insightful reporting to support decision-making across the organization. This hybrid role blends technical expertise with data management, providing critical support to marketing, sales, and senior leadership teams.

Key Responsibilities:

CRM Administration:
• CRM System Management: Administer, configure, and maintain the company’s CRM platform (e.g., Salesforce, HubSpot, or similar). Ensure system functionality is optimized for daily operations.
• User Support Training: Provide support to end-users, troubleshooting issues, answering queries, and training staff on CRM usage to improve user adoption and efficiency.
• Data Quality Integrity: Monitor and maintain the quality of data in the CRM, ensuring it is up-to-date, accurate, and complete. Implement processes for data cleansing and validation.
• Customizations Integrations: Work with the IT team to implement CRM customizations, integrations, and automation workflows to meet business needs.
• Reporting Analytics: Design and run regular reports to monitor customer activities, sales performance, and key CRM metrics. Provide insights and recommendations to stakeholders based on CRM data.

MIS Executive Responsibilities:
• Data Collection Reporting: Collect, analyze, and interpret data from various sources to generate monthly, quarterly, and annual reports for management. Ensure reports are accurate, timely, and accessible.
• Database Management: Oversee the MIS database, ensuring data is correctly structured, secure, and easily accessible for reporting purposes.
• Report Generation Dashboards: Create customized reports, dashboards, and key performance indicators (KPIs) to support management decision-making. Ensure that reports are aligned with business objectives and user requirements.
• Data Analysis Insights: Analyze large datasets to uncover trends, patterns, and actionable insights. Provide recommendations for process improvements based on data analysis.
• Collaboration with Departments: Work closely with various departments (sales, marketing, finance, operations) to gather data and provide insights for strategic decision-making.

Required Skills Qualifications:
• CRM Expertise: Experience with CRM platforms (e.g., Salesforce, HubSpot, Zoho CRM, etc.) and an understanding of CRM processes and best practices.
• Data Management Reporting: Strong knowledge of data management principles, reporting tools (e.g., Excel, Power BI, Tableau), and the ability to create and interpret reports from different data sources.
• Technical Proficiency: Familiarity with database management, SQL, and CRM integrations. Experience with automation tools and customization of CRM systems is a plus.
• Attention to Detail: Strong attention to detail and accuracy in data entry, reporting, and analysis.
• Analytical Thinking: Ability to analyze complex datasets and turn them into actionable insights.
• Problem-Solving Skills: Strong problem-solving abilities and the capacity to troubleshoot and resolve issues related to both CRM and MIS systems.
• Communication Skills: Excellent communication skills to collaborate with different teams, explain technical concepts, and provide training and support to non-technical users.
• Education: Bachelor’s degree in Business, IT, Computer Science, or a related field. Certifications in CRM platforms or data analysis are a plus.

Preferred Experience:
• Experience working in a CRM or MIS role in a dynamic business environment.
• Experience with data visualization tools like Power BI, Tableau, or similar.
• Familiarity with automation workflows and tools integrated with CRM platforms.

Why Join Us?
• Collaborative Environment: Work in a dynamic team where collaboration is key to success.
• Growth Opportunities: Opportunities to expand your skills in CRM, data management, and reporting while contributing to impactful business decisions.
• Competitive Benefits: Competitive salary and benefits package, including opportunities for professional development. Read more