Senior Associate - SDR operations
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About this role
Role Details
Location: Navi Mumbai
Shift: 2 PM to 11 PM IST (Monday to Friday - Work from Office)
Position Summary
We are looking for a detail-oriented and process-driven professional to support SDR Operations, CRM management, reporting, lead/account alignment, and operational process improvement activities across global regions. The ideal candidate should have experience working with CRM systems, sales operations processes, reporting tools, and cross-functional stakeholders.
Key Responsibilities
· Maintain CRM data quality through duplication checks, standardization, and regular maintenance
· Perform SDR data bulk updates, imports, exports, and operational data management activities
· Support daily SDR operational processes, territory alignment exercises, and account allocation workflows
· Coordinate with Sales, Marketing, and SDR regional teams for operational execution and issue resolution
· Create and maintain reports and dashboards in CRM, Power BI, and Excel, as relevant
· Generate operational reports and track SDR performance metrics, lead flow, and campaign activities
· Analyze large datasets to identify operational gaps and process improvement opportunities
· Manage sequences / campaign operations, tracking, and data enrichment initiatives
· Support CRM data management, lead routing, account alignment, and data clean-up activities
Required Skills & Qualifications
· Bachelor’s degree in business, Operations, IT, Management, or related field
· 2–5 years of experience in SDR Operations, Sales Operations, CRM Operations, or related functions
· Strong hands-on experience with HubSpot CRM
· Good understanding of lead management, account management, and sales processes
· Advanced Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, formulas, and reporting
· Good analytical, communication, stakeholder management, and problem-solving skills
· Experience with reporting/dashboard creation and handling large datasets
Preferred Skills
· Experience with HubSpot, Outreach, Power BI, or similar tools
· Knowledge of CRM automation, HubSpot workflows, and campaign/sequence tools
· Exposure to global SDR or sales operations and marketing operations processes
Company
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