Responsibilities

• Own the daily entry, update, and maintenance of accounts, contacts, leads, opportunities, activities, and tasks in the CRM, ensuring records are accurate, complete, properly categorized, and aligned with DreamSeat’s sales process.
• Process all inbound leads from website contact forms, design request forms, live chat, email inquiries, trade show activity, lead generation tools, and other marketing channels, ensuring each lead is entered correctly and routed to the appropriate sales representative.
• Create and assign follow-up tasks for sales representatives upon lead entry, including clear notes, source details, customer context, requested next steps, and relevant deadlines to support timely outreach.
• Monitor inbound lead activity daily to confirm leads are not sitting unassigned, incomplete, duplicated, or without documented next steps.
• Maintain CRM data quality through ongoing audits of duplicate records, incomplete fields, outdated contacts, incorrect ownership, missing lead sources, inactive accounts, and inconsistent naming conventions.
• Support the development and enforcement of CRM data standards, including required fields, account/contact naming rules, lead source definitions, vertical/market classifications, sales territory assignments, and opportunity stage hygiene.
• Help prepare DreamSeat’s CRM database for improved Zoho workflows, reporting, segmentation, email campaigns, lead scoring, and future integrations with other business systems.
• Research and enrich customer and prospect records using various tools, website research, and other approved sources to improve data completeness and sales usability.
• Maintain clean and usable marketing lists by validating contact information, removing bad or outdated data, identifying bounced/unsubscribed contacts, and ensuring campaign audiences are properly segmented.
• Assist with CRM imports, exports, list uploads, field mapping, data cleanup, and migration-related tasks as DreamSeat continues building a more unified Zoho ecosystem.

Requirements

• Minimum 2 years of hands-on experience with a Zoho CRM platform in a sales support or marketing operations role
• Demonstrated experience managing and deploying email campaigns using a commercial email marketing platform
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word)
• Demonstrated ability to maintain data accuracy across high-volume entry environments