CRM Assistant / Appointment Setter

Role Overview and Objectives

Doja is seeking a dynamic and detail-oriented CRM Manager and Appointment Setter to join our team. This role is critical in ensuring that our customer relationship management (CRM) system is up-to-date and effectively used to manage leads and set appointments. The ideal candidate will be proactive, organized, and skilled in both CRM management and customer communication.

Key Responsibilities

CRM Management: Maintain and update the CRM system to ensure all customer information is accurate and up-to-date.
Lead Management: Input, track, and manage leads within the CRM system, ensuring timely follow-ups and updates.
Appointment Setting: Contact leads to schedule appointments for sales presentations and follow-up meetings.
Data Analysis: Generate and analyze CRM reports to track key metrics and identify trends or issues.
Customer Communication: Engage with potential and current clients via email, phone, and other communication channels to build and maintain relationships.
Process Improvement: Identify opportunities to improve CRM processes and implement best practices to enhance efficiency and effectiveness.
Collaboration: Work closely with the sales and marketing teams to ensure alignment and support in achieving business goals.
Required Skills and Qualifications
Experience: 2+ years of experience in CRM management and appointment setting, preferably in a technology or AI-related company.
Technical Skills: Proficient in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
Communication Skills: Excellent verbal and written communication skills.
Organizational Skills: Strong organizational skills with the ability to manage multiple tasks and priorities.
Analytical Skills: Ability to analyze data and generate actionable insights.
Preferred Skills and Qualifications
Education: Bachelor’s degree in Business, Marketing, or a related field.
Knowledge: Familiarity with AI technology and its applications in business.
Certifications: CRM certification or training.
Adaptability: Ability to thrive in a fast-paced, tech-driven environment.
Company Overview
Doja is a cutting-edge technology company that helps businesses align their operations with advanced AI solutions. We provide comprehensive frameworks and tools that enable businesses to optimize their processes, improve decision-making, and stay ahead in the rapidly evolving digital landscape.

Benefits and Opportunities

Competitive Salary: Attractive compensation package with performance-based incentives.
Professional Development: Opportunities for ongoing training and career advancement.
Work Environment: Collaborative and innovative work culture with a focus on personal and professional growth.
Health and Wellness: Comprehensive health benefits and wellness programs.
If you are a proactive and detail-oriented professional with a passion for technology and customer relationship management, we invite you to apply for this exciting opportunity at Doja. Join us in driving the AI revolution and transforming businesses worldwide.


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Scenario-Based Question:

Question: "Imagine you notice a significant number of leads in the CRM have not been contacted for over a month. How would you prioritize and address this issue?"

Technical Skills Question:

Question: "Can you describe your experience with CRM software? Specifically, how have you used CRM tools to improve lead management and appointment setting in your previous roles?"

Analytical Skills Question:

Question: "How do you approach analyzing CRM data to identify trends and improve processes? Can you give an example of a time you used CRM data to make a strategic decision?"