Business Process & CRM Executive (ZOHO)

Experience: 2–4 YearsCompensation: As per industry standardsAbout the RoleWe are looking for a Business Process & CRM Executive to lead the successful implementation andadoption of Zoho CRM within the organization.This is a business-facing role where you will work directly with the Director to understand businessprocesses, translate operational requirements into CRM workflows, coordinate with Techginia's implementation team, and ensure successful adoption of the CRM across the organization.This role is ideal for someone who enjoys solving business problems through technology rather than simply configuring software.Key ResponsibilitiesBusiness Process UnderstandingUnderstand the company's sales, marketing, and operational processes.Work closely with the Director and key stakeholders to gather business requirements.Identify process gaps and recommend improvements.Document business workflows and Standard Operating Procedures (SOPs).CRM ImplementationCoordinate the implementation of Zoho CRM with Techginia's implementation team.Translate business requirements into CRM configurations.Assist in configuring CRM modules, layouts, fields, workflows, reports, and dashboards.Validate configurations through testing before deployment.Support data migration and ensure data quality.User Training & AdoptionConduct training sessions for employees.Drive CRM adoption across departments.Provide first-level support for CRM-related queries.Prepare user manuals and process documentation.Project CoordinationAct as the primary coordinator between the organization and Techginia.Track implementation progress and ensure project milestones are achieved.Schedule meetings, collect user feedback, and facilitate issue resolution.Continuous ImprovementMonitor CRM usage and user adoption.Identify opportunities for automation and process optimization.Recommend improvements that enhance operational efficiency and customer management.Ensure CRM data remains accurate, complete, and up to date.Required QualificationsBachelor's degree in Business Administration, Commerce, Computer Applications, Engineering, or a related field.2–4 years of experience working with any leading CRM platform (Zoho CRM, Salesforce, HubSpot, Microsoft Dynamics, Freshsales, or similar).Hands-on experience in CRM implementation, business process improvement, or CRM support.Good understanding of sales processes, customer lifecycle management, and business operations.Experience gathering business requirements and working with business stakeholders.Required SkillsBusiness SkillsStrong analytical and problem-solving skills.Ability to understand and improve business processes.Excellent documentation and process mapping skills.Strong organizational and project coordination abilities.CRM SkillsHands-on experience with CRM configuration and administration.Understanding of CRM workflows, automation, reports, dashboards, and data management.Familiarity with CRM implementation methodologies.Communication SkillsExcellent verbal and written communication skills.Ability to interact confidently with Directors and senior management.Strong presentation and user training skills.Ability to coordinate effectively with internal teams and external consultants.Language RequirementsFluent in English.Fluent in Telugu (Mandatory).Knowledge of Hindi will be an added advantage.Ideal CandidateWe are looking for someone who:Takes complete ownership of the CRM implementation.Understands both business processes and technology.Can communicate effectively with stakeholders at all levels.Is proactive, detail-oriented, and highly organized.Can independently drive CRM implementation while collaborating with Techginia.Is passionate about improving business operations through technology.Why Join?This is an opportunity to work closely with the organization's leadership and play a key role in its digital transformation journey. You will gain valuable experience in CRM implementation, business process improvement, automation, and organizational change while making a measurable impact on business growth.