CRM Operations & Analytics Executive
Frost & Sullivan · Chennai, Tamil Nadu, India
- On site
- Full-time
- $75,000 / year
- Chennai, Tamil Nadu, India
Job highlights
- Support CRM data governance and transformation initiatives.
- Automate workflows using Microsoft Dynamics and Power Automate.
- Develop reports and dashboards with Microsoft Power BI.
- Collaborate with cross-functional stakeholders.
- Enhance data accuracy and enterprise visibility.
About the role
About Frost & Sullivan
Frost & Sullivan, the Growth Pipeline Company, has spent more than 60 years partnering with clients to develop transformational growth strategies by focusing on innovation and growth opportunities driven by disruptive technologies, mega trends, emerging markets and new business models. Today, more than ever before, companies must innovate, not only to survive, but thrive in the future. Our Growth Pipeline Management (GPM) system supports clients by identifying and evaluating new growth opportunities and serves as the foundation for continuous growth. This is your opportunity to be part of a revolutionary global team that truly inspires positive global changes. Learn more about Frost & Sullivan: https://www.frost.com/about/
About The Role
As a CRM Operations & Analytics Executive/Senior Executive, you will support the organization’s CRM Centricity and Data Transformation initiatives. The role will focus on strengthening CRM governance, ecosystem account development, workflow automation, and analytics enablement to improve enterprise visibility and reporting accuracy.
You will work closely with cross-functional stakeholders to standardize CRM data structures, enhance parent-child hierarchy mapping, support Transformation Journey integration, and enable reporting and automation enhancements within the Microsoft ecosystem.
Key Responsibilities
CRM Data Governance & Standardization
- Support CRM database restructuring, entity alignment, and hierarchy standardization.
- Assist in ecosystem account enrichment and Transformation Journey mapping.
- Perform data validation and quality checks to ensure compliance with governance standards.
Workflow Automation & Process Enablement
- Configure and manage workflows within Microsoft Dynamics 365.
- Develop and maintain Power Automate flows for approvals, notifications, and data updates.
- Strengthen quality check mechanisms to improve data accuracy and operational consistency.
Analytics & Reporting
- Build and maintain interactive dashboards in Microsoft Power BI to track CRM, ecosystem, and performance metrics.
- Support data extraction, validation, and reporting using SQL where required.
- Demonstrate working familiarity with Microsoft Fabric and its role in the broader analytics ecosystem.
Documentation & Continuous Improvement
- Maintain CRM process documentation and support training initiatives.
- Identify opportunities to streamline workflows and improve reporting frameworks.
Required Competencies
We are seeking a motivated and detail-oriented individual with 1–3 years of relevant experience, capable of collaborating effectively across multiple stakeholders.
Technical Skills
- Working knowledge of Microsoft Dynamics 365 (workflows, business rules, entity structures).
- Hands-on experience with Microsoft Power Automate.
- Basic to intermediate proficiency in SQL for data validation and reporting support.
- Experience building dashboards and reports using Microsoft Power BI.
- Familiarity with Microsoft Fabric or modern data ecosystems is an added advantage.
Soft Skills
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication abilities.
- A customer-centric mindset with the ability to prioritize tasks effectively.
- A proactive approach to learning new tools and technologies.
Education
Bachelor’s degree in any discipline.
Why Join Frost & Sullivan?
- Work with a global team that values collaboration, innovation, and excellence.
- Develop expertise in identifying and leveraging Growth Opportunities to drive business success.
- Benefit from structured career paths and continuous learning opportunities.
- Be part of a company that values work-life balance, offering a flexible work environment.
- Gain exposure to diverse industries and disruptive trends, shaping the future of businesses worldwide.
What Makes You a Good Fit?
- You are curious about how systems, data, and processes connect, and enjoy identifying opportunities to improve efficiency and structure.
- You take ownership of tasks and can independently drive execution while collaborating with cross-functional stakeholders.
- You are comfortable working with data, dashboards, and CRM systems, and enjoy translating information into actionable insights.
- You are detail-oriented and disciplined, ensuring high standards of data accuracy and governance.
- You thrive in a structured yet evolving environment and are motivated by contributing to larger transformation initiatives.
- You are proactive in learning new tools and technologies within the Microsoft ecosystem to enhance reporting and automation capabilities.
Equal Opportunity Employer
Frost & Sullivan is committed to creating an inclusive work environment. We recruit and hire without regard to race, religion, gender, marital status, age, disability, national origin, or sexual orientation.
Key skills/competency
- CRM Operations
- Data Governance
- Workflow Automation
- Microsoft Dynamics 365
- Power Automate
- SQL
- Power BI
- Data Analytics
- Reporting
- Microsoft Fabric
Skills & topics
- CRM
- Operations
- Analytics
- Microsoft Dynamics 365
- Power Automate
- Power BI
- SQL
- Data Governance
- Workflow Automation
- Reporting
How to get hired
- Tailor your resume: Highlight experience with Microsoft Dynamics 365, Power Automate, SQL, and Power BI.
- Showcase analytical skills: Emphasize your problem-solving abilities and data interpretation experience.
- Demonstrate collaboration: Provide examples of working with cross-functional teams.
- Prepare for technical questions: Be ready to discuss CRM data structures and reporting frameworks.
- Research Frost & Sullivan: Understand their growth strategies and values to align your application.
Technical preparation
Master Microsoft Dynamics 365 workflows and entities.,Build complex flows with Power Automate.,Write SQL queries for data extraction.,Design interactive dashboards in Power BI.
Behavioral questions
Describe a time you improved a process.,How do you handle conflicting priorities?,Tell me about a data accuracy issue you solved.,How do you collaborate with stakeholders?
Frequently asked questions
- What is the primary focus of the CRM Operations & Analytics Executive role at Frost & Sullivan?
- The primary focus of the CRM Operations & Analytics Executive role at Frost & Sullivan is to support the organization's CRM Centricity and Data Transformation initiatives. This involves strengthening CRM governance, enhancing ecosystem account development, automating workflows, and enabling analytics to improve enterprise visibility and reporting accuracy.
- What Microsoft technologies are essential for this CRM role at Frost & Sullivan?
- Essential Microsoft technologies for this CRM role include Microsoft Dynamics 365 for workflows and entity structures, Microsoft Power Automate for flow development, and Microsoft Power BI for building dashboards and reports. Familiarity with Microsoft Fabric is also beneficial.
- What level of SQL proficiency is required for the CRM Operations & Analytics Executive position?
- The role requires basic to intermediate proficiency in SQL, specifically for data validation and supporting reporting needs. You should be comfortable extracting and manipulating data using SQL queries.
- What kind of experience is expected for a CRM Operations & Analytics Executive at Frost & Sullivan?
- Frost & Sullivan is looking for a motivated and detail-oriented individual with 1-3 years of relevant experience. This experience should ideally include working with CRM systems, data governance, workflow automation, and analytics/reporting tools, particularly within the Microsoft ecosystem.
- How does Frost & Sullivan support career development for CRM Operations & Analytics Executives?
- Frost & Sullivan offers structured career paths and continuous learning opportunities. The company encourages employees to develop expertise in identifying and leveraging growth opportunities, and provides exposure to diverse industries and disruptive trends.
- What are the key soft skills sought for this role?
- Key soft skills for this role include strong analytical and problem-solving abilities, excellent written and verbal communication, a customer-centric mindset, effective task prioritization, and a proactive approach to learning new tools and technologies.
- Can I apply for this CRM role if I have experience with modern data ecosystems but not specifically Microsoft Fabric?
- Yes, while familiarity with Microsoft Fabric is considered an added advantage, experience with modern data ecosystems is valuable. The role emphasizes adaptability and a proactive approach to learning new technologies within the Microsoft ecosystem.