CRM Platform Analyst

HeyRecruiting 3 · India, India, India

Location
India
Job Type
Full-time
Posted
June 04, 2026

Job Description

CRM Executive (Remote, CET Hours)

Experience: 3+ years in CRM operations/administration


Key responsibilities


  • Maintain and administer the CRM: user setup, permissions, fields, workflows, and data quality checks.
  • Support CRM integrations with tools such as email marketing, accounting, or event/membership platforms and coordinate with vendors/tech teams when needed.
  • Execute and support campaigns (email/SMS/newsletters) from the CRM, including audience segmentation, list building, and basic A/B tests.
  • Build and update dashboards and reports on membership/donor activity, engagement, renewals, and key KPIs.
  • Perform ongoing data entry, cleaning, de‑duplication, and enrichment to keep contact and organization records accurate and complete.
  • Document CRM processes, create simple SOPs, and provide basic user support/troubleshooting to internal stakeholders.
  • Liaise with pr...

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