CRM & WhatsApp Automation Executive

Location: Pune

Experience: 2–4 Years

Employment Type: Full-Time

Department: CRM / Marketing Operations

Industry: Real Estate

About the RoleWe are looking for a CRM & WhatsApp Automation Executive to manage day-to-day CRM operations, lead distribution, WhatsApp automation and sales-team coordination.

The ideal candidate should have hands-on experience with CRM platforms, WhatsApp Business/API automation and lead management systems. Experience in the real-estate industry will be an added advantage.

• Key ResponsibilitiesCRM OperationsManage daily CRM activities and ensure accurate lead data.
• Import, update, clean and maintain customer/lead records.
• Distribute leads to sales executives according to defined rules.
• Monitor lead status, follow-ups, site visits and conversions.
• Ensure sales team updates CRM data regularly.
• Identify duplicate, incomplete or incorrect lead records.
• Maintain lead source and campaign information.
• Coordinate with the sales team for CRM-related issues.
• Monitor CRM pipeline and identify pending/unattended leads.
• WhatsApp AutomationManage WhatsApp Business/API-based communication and automation.
• Create and manage WhatsApp message templates.
• Set up automated welcome, follow-up and lead-nurturing messages.
• Manage WhatsApp campaigns for new and existing leads.
• Configure automated customer journeys and follow-ups.
• Monitor delivery, read and response rates.
• Lead Management & Sales CoordinationTrack leads from Meta Ads and other marketing channels.
• Ensure leads are correctly captured in CRM.
• Monitor lead response and follow-up performance.
• Prepare daily lead and sales-team activity reports.
• Coordinate with sales managers regarding lead quality and pending follow-ups.
• Track site visits, bookings and lead conversion stages.
• Reporting & Data ManagementPrepare daily/weekly CRM reports.
• Maintain Excel/Google Sheets databases.
• Prepare lead funnel and follow-up reports.
• Track sales executive-wise performance.
• Support management with CRM-related data and reports.
• Required SkillsHands-on CRM experience.
• Experience with TeleCRM or similar CRM platforms preferred.
• Good knowledge of WhatsApp Business/API automation.
• Good knowledge of Excel and Google Sheets.
• Knowledge of Pivot Tables and basic data analysis.
• Good understanding of lead lifecycle and sales funnel.
• Strong data-management skills.
• Good communication and coordination skills.
• Ability to troubleshoot CRM and automation issues.
• Good attention to detail.
• Good to HaveReal-estate CRM experience.
• Knowledge of Meta Lead Ads.
• Experience with Google Sheets automation.
• Experience with lead nurturing and drip campaigns.

Candidate ProfileWe are looking for someone who is:

• Highly organized and responsible.
• Comfortable working with large volumes of lead data.
• Strong in Excel/Google Sheets.
• Good at troubleshooting.
• Able to coordinate with sales and marketing teams.
• Comfortable handling multiple CRM and automation tools.
• Data-oriented and detail-focused.

EducationAny Graduate / BBA / B.Com / MBA / equivalent qualification.

Experience2–4 years of relevant experience in CRM, marketing automation, lead management, digital marketing operations or a similar role.

Real-estate industry experience will be preferred.

• Key Performance IndicatorsCRM data accuracy.
• Lead assignment accuracy.
• Timely lead distribution.
• Follow-up data completeness.
• WhatsApp campaign delivery and response.
• Automation reliability.
• CRM adoption by sales team.
• Accuracy and timeliness of reports.