Customer Relationship Management - CRM- Mumbai

About Us: Zaggle is a B2B2C SaaS FinTech company, digitizing spends to drive growth and unlock value through automated and innovative workflows. Zaggle is a market leader in the space of Spend Management and is one of the few profitable and listed (NSE: ZAGGLE) new age companies in India. We offer to corporates a unified software cum payments platform for the employee expense, benefits, rewards as well as their vendor payments and channel incentives. We are factor agnostic and offer a variety of payments instruments including corporate credit cards, purchase cards, virtual cards, Prepaid cards, wearables etc issued in partnership with leading banks like Kotak Mahindra Bank, ICICI Bank, Yes Bank, SBI Cards, IndusInd Bank amongst others. Our platform solutions are sector-agnostic, and our network of corporate customers covers the BFSI, Technology, Healthcare, Manufacturing, FMCG, Infrastructure and Automobile industries, among others. Some of our well-known customers include TATA Steel, Persistent Systems, Toshiba, Inox, Pitney Bowes, Wockhardt, PCBL (RP –Sanjiv Goenka Group) and Greenply Industries to name a few. Visit us at to know more about us! Key Responsibilities:

• Responsible for the design, implementation, and support of the CRM strategy.
• Collaborate with business groups to gather and document new and existing requirements while providing recommendations and suggestions for solutions.
• Responsible for managing, analyzing, and interpreting data to provide insight and support business decisions.
• Make sure the customer database is correctly segmented and maintained with regular hygiene checks.
• Oversee CRM data governance which will include:
• Data standards
• Data audit
• Data structures
• User access rights
• Reporting
• Strategically plan, execute, and assess the performance of the CRM program and internal teams’ usage and effectiveness.
• Update and maintain stakeholder records within the CRM system.
• Ensure the CRM system provides an effective sales funnel workflow and automations.
• Troubleshooting software or user errors that inhibit the efficiency of the interaction between people and technology.
• Reporting and analytics for businesses and management.

• Bachelors / master’s degree.
• Hands on Knowledge with Salesforce, HubSpot or Zoho CRM.
• Experience in Handling excel spreadsheets, Tableau CRM.
• Proven work experience as a CRM for 3 to 4 years.
• Technical expertise with CRM and analytical systems
• Organizational skills that will help to collaborate with teams across functions and hierarchies.
• Strong mathematical skills to analyze reports and work with large data sets.
• Attention to detail, to manage the integrity of the CRM data.
• Active listening skills and strong communication skills along with a customer-oriented attitude
• Demonstrated ability to convey a sense of urgency, openness to new ideas, inclusion and diversity, integrity, customer focus, and respect.
• Ability to multitask and take ownership of assignments.
• Ability to work in a high-energy, dynamic, fast-paced environment.