CRM Executive

Role Summary: Act as the records and coordination backbone of the Business Development team — maintaining accurate CRM data, calendars, meeting notes, and case files so that every lead, case, and document is organized, current, and easy to retrieve. Key Responsibilities: • Enter and update lead, case, and opportunity data in the CRM system accurately and on time. • Maintain the team's shared calendar — scheduling meetings, client calls, and internal reviews, and sending reminders. • Take and circulate notes for meetings and events, ensuring key action items and dates are captured. • File and organize documents (case files, correspondence, MoMs, proposals) into the correct folders/systems. • Maintain and issue tracking IDs for leads and cases, ensuring consistent numbering and traceability. • Stay familiar with the status of ongoing cases so information can be retrieved quickly on request. • Maintain dashboards/trackers showing pipeline status, case aging, and key dates across all verticals. • Maintain a well-organized archive of closed cases and historical records for easy future reference. • Support Assistant Managers and the Senior Manager / Manager with day-to-day administrative and data needs. Requirements • Bachelor's degree in any discipline. • 1–3 years of experience in data entry, CRM administration, or office coordination. • High attention to detail and accuracy in data entry and record-keeping. • Strong organizational skills with the ability to manage calendars, files, and multiple ongoing cases simultaneously. • Proficiency in MS Office (Excel in particular) and CRM/database tools. • Good written and verbal communication skills. Note: Interested candidates can share their CVs at jr.hrrecruiter@zentechnologies.com