CRM Specialist

3 days ago

Cairo, Cairo, Egypt QHSSE PLATFORM Full time

Company Description

QHSSE PLATFORM is the MEA region's premier Tech-QHSSE Consultancy & Training firm, renowned for revolutionizing the HSE industry through innovation. Operating across 15+ countries, we offer a range of services, including consultancy, training, fire protection, digital transformation, and engineering to meet evolving industry needs. With over 20 years of experience, our leadership team provides operational excellence and future-ready safety solutions, leveraging advanced technologies such as AR, VR, AI, and IoT. Accredited by global and regional bodies, we deliver internationally recognized programs built on global safety standards. Our extensive network of global partners has enabled the successful execution of over 15,000 projects for more than 4,000 clients.

Position Overview

The CRM Specialist is responsible for managing the full lifecycle of incoming leads, ensuring seamless data flow, accurate classification, and timely follow-up across all channels. This role supports Sales, Presales, and Management by maintaining high-quality data, monitoring pipeline activity, and driving CRM best practices in line with company SOPs.

Key Responsibilities

  • Lead Management
  • Monitor and register all incoming leads from the website, email channels, campaigns, and manual submissions into Zoho CRM.
  • Verify, classify, and assign leads based on country, potential, and account type.
  • Ensure zero lead leakage across all inquiry channels.

CRM Operations

  • Create, track, and complete CRM tasks according to the approved SOP.
  • Send introductory emails and manage follow-up sequences.
  • Coordinate communication with Presales and Management based on lead country or priority.
  • Log all client communications (emails, calls, WhatsApp, meetings) in CRM.
  • Classify leads (Active, Warm, Junk) and update statuses accordingly.
  • Convert qualified leads into Contacts, Accounts, and Deals.
  • Monitor deal stages and ensure accurate pipeline tracking.
  • Attach all related commercial and technical documents to CRM records.

Reporting & Data Quality

  • Prepare daily, weekly, and monthly CRM performance reports.
  • Monitor data accuracy, mandatory fields, and overdue tasks.
  • Audit CRM data integrity and ensure proper access controls.
  • Recommend workflow improvements and system enhancements to optimize CRM efficiency.

Collaboration & Handover

  • Support the smooth handover of Closed-Won deals to the Operations team.
  • Coordinate with Sales, Presales, and Management to ensure alignment on lead status and next actions.

CRM Administration

  • Manage CRM users, roles, permissions, and modules.
  • Ensure full compliance with the company's CRM and sales SOPs.

Qualifications

  • Bachelor's degree in Business Administration, Marketing, or related field.
  • Previous experience with Zoho CRM or similar CRM tools is preferred.
  • Strong attention to detail and accuracy in data management.
  • Excellent communication and organizational skills.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.

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