Customer Relationship Management Specialist

Profile :
Sales Assistant
Experience :
Minimum 3 years
Package :
Upto 9 LPA
Shift :
Night Shift (Remote – Work from Home)
Excellent Communication (Both written and Verbal) required

Role Context
This entry-level Personal Assistant will work directly with the Sales Enablement Coordinator to
support sales operations, deal execution, and administrative tasks. They will be the key 'righthand'
to the Coordinator, keeping deals moving, maintaining CRM accuracy, preparing reports,
and ensuring smooth handoffs across the team.

Experience / Background
 1–3 years in administrative, sales support, or business operations roles.
 Exposure to CRM systems, preferably Zoho CRM, and/or other sales enablement platforms like Bloomgrowth.
 Comfortable handling client-facing communication, including taking notes, sending
summaries, and preparing documents.

 Experience with Microsoft Office (Excel, Word/Docs, PowerPoint/Slides) and cloud based
document systems.
 Optional:
Some exposure to basic financial tasks, pricing, or calculations.

Skills / Strengths

Hard Skills
 Strong organizational skills, able to manage multiple tasks with accuracy.
 Excellent note-taking, documentation, and formatting skills.
 Comfort with numbers, basic calculations, and reporting.
 Ability to maintain CRM cleanliness and ensure data integrity.
 Proactive with tech tools; quick to learn new systems and workflows.

Soft Skills
 Dependable and accountable; meets deadlines consistently.
 Proactive and solution-oriented; follows through on tasks and reminders.
 Strong written and verbal communication skills; professional client interactions.
 Team player with a support-first mindset; thrives in a collaborative environment.
 Curious and eager to learn company methodology, sales processes, and operations.

Personality / Traits
 Detail-oriented and highly organized.
 Analytical mindset; comfortable thinking critically about tasks, processes, and data.
 Confident, professional, and poised when interacting with clients or leadership.
 Flexible and adaptable; able to handle shifting priorities without losing accuracy.
 Self-motivated with a 'do whatever it takes to get it done' attitude, but also knows
when to escalate issues.
 Positive, resilient, and motivated by seeing their work directly support team success.

Motivations / Career Goals
 Excited to gain exposure to sales operations, deal execution, and business
development.
 Interested in learning and growing within the company, potentially moving into more
strategic or operational roles.
Motivated by having clear tasks, seeing results of their work, and helping a team
succeed.
 Enjoys problem-solving, following processes, and keeping projects on track.

Additional Notes / Practical Fit
 Must be available 9 AM–6 PM EST (role may be offshore).
 Should thrive in a structured but fast-paced environment.
 Works best with leadership direction but can take initiative and act independently
where appropriate.
 The ideal candidate reduces friction for salespeople, keeps administrative and
operational processes running smoothly, and adds strategic weight despite being entry level.