CRM/ Compliance Executive
Role Overview
The CRM/Compliance Executive ensures accurate, consistent, and appropriate CRM use across the organization.
The role connects Marketing, Prequalification, and Sales to ensure leads are captured, assigned, followed up, updated, and progressed through the sales pipeline according to procedures.
The role requires hands-on CRM platform experience and understanding of lead management, sales processes, reporting, and data quality.
Key Skills for This Role
Full Job Posting
Role overview
The CRM/Compliance Executive ensures accurate, consistent, and appropriate CRM use across the organization.
The role connects Marketing, Prequalification, and Sales to ensure leads are captured, assigned, followed up, updated, and progressed through the sales pipeline according to procedures.
The role requires hands-on CRM platform experience and understanding of lead management, sales processes, reporting, and data quality.
Key responsibilities
- Audit CRM records and review leads and opportunities for inaccurate, incomplete, duplicate, or outdated data.
- Monitor lead assignment, response times, follow-up activity, overdue actions, and adherence to CRM procedures and service timelines.
- Check that lead statuses, call notes, follow-ups, opportunity stages, and closure reasons reflect actual customer interactions.
- Identify inactive or unattended leads needing follow-up or reassignment.
- Coordinate lead capture and assignment with Marketing and Prequalification; cross-check campaign leads and monitor source attribution, stages, deal values, and related data.
- Track lead progress from Marketing to Prequalification to Sales and identify gaps or delays.
- Prepare CRM compliance and performance reports; escalate recurring data issues, delayed follow-ups, process gaps, and non-compliance.
- Coordinate CRM issue resolution, document procedures and workflows, and support employee training and onboarding.
- Improve CRM workflows, automation, reporting, and lead management; protect customer and lead information under company policies.
Requirements
- 2–4 years of experience in CRM operations, Sales Operations, CRM Compliance, Quality Control, or a similar role.
- Hands-on experience with Zoho CRM, Salesforce, or a comparable CRM platform.
- Strong understanding of lead management, sales pipelines, lead distribution, and follow-up processes.
- Strong Excel and reporting skills; able to analyze CRM data and identify discrepancies.
- Excellent attention to detail, analytical and problem-solving abilities, communication, and coordination skills.
- Able to monitor compliance, address process gaps constructively, and maintain accuracy with large volumes of CRM data.
- UAE business setup, company formation, corporate services, or professional services experience is advantageous.
Ideal candidate
- Highly organized, analytical, and process-driven, with confidence reviewing CRM activity and identifying gaps.
- Comfortable coordinating across departments and following up with teams to ensure leads are managed throughout the customer journey.
Key performance indicators
CRM data accuracy and completeness; lead assignment and response-time compliance; follow-up compliance and fewer overdue actions.
Fewer duplicate or incorrectly entered records; accurate lead statuses, opportunity stages, closure reasons, campaign sources, and lead attribution.
Timely identification and resolution of CRM and process gaps; effective cross-team coordination; accurate reporting and improved process adherence.
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