Office Assistant

Job Description: B.Tech AI, Office Operations, CRM & Marketing Executive

Position: AI, Office Operations, CRM & Marketing Executive

Qualification: B.Tech / BE — AI, Computer Science, IT, or related field

Experience: 0–2 years

Employment Type: Full-time

About the Role

We are looking for a tech-savvy B.Tech candidate with an interest in AI and automation to manage office data, CRM operations, marketing leads, reporting, and technology-driven business processes.

The ideal candidate should be comfortable using AI tools, Excel/Google Sheets, CRM software, and automation platforms, and should be able to identify opportunities to improve office and marketing processes using technology.

Key Responsibilities

1. Office & Data Management

• Manage day-to-day office data, records, and digital documentation.
• Maintain Excel/Google Sheets and internal databases.
• Prepare MIS reports, dashboards, and data summaries.
• Ensure data accuracy, organization, and timely updates.
• Identify repetitive tasks that can be improved through automation and AI.

2. CRM Management

• Maintain and update the company's CRM system.
• Enter, organize, categorize, and track customer and prospect data.
• Monitor lead status, follow-ups, conversions, and pending actions.
• Ensure complete and accurate CRM records.
• Generate regular sales, CRM, and lead-performance reports.

3. Marketing Lead Management

• Manage leads generated through website, social media, advertising campaigns, portals, and other channels.
• Track lead sources, status, follow-ups, and conversions.
• Coordinate with sales and marketing teams to ensure timely lead follow-up.
• Prepare campaign-wise lead reports and performance analysis.
• Identify patterns in lead data and suggest improvements.

4. AI & Automation

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• Use AI tools such as **ChatGPT and other AI platforms** to improve productivity.
• Use AI for data analysis, report preparation, content creation, research, and business documentation.
• Explore and implement AI-based solutions for lead management and customer communication.
• Automate repetitive tasks using available tools and platforms.
• Assist in creating AI-powered workflows for CRM, marketing, reporting, and office operations.
• Maintain appropriate data privacy and verify AI-generated information before use.

5. Marketing & Content Support

• Aisist with social media, email marketing, digital campaigns, and lead-generation activities.
• Use AI tools to assist with marketing content, ideas, research, and campaign analysis.
• Track marketing performance and prepare reports.
• Coordinate with external agencies/vendors when required.

Required Skills

• B.Tech/BE in AI, Computer Science, IT, or related field.
• Good knowledge of AI tools and Generative AI.
• Strong Excel/Google Sheets skills.
• Comfortable working with CRM software and databases.
• Good analytical and problem-solving abilities.
• Basic understanding of digital marketing and lead-generation processes.
• Good written and verbal communication.
• Strong attention to detail.
• Willingness to learn new AI, CRM, and automation tools.
• Ability to manage multiple responsibilities independently.

Preferred Skills

• Experience with CRM platforms such as HubSpot, Zoho, Salesforce, etc.
• Knowledge of automation tools such as Zapier, Make, or similar platforms.
• Basic understanding of APIs and integrations.
• Basic knowledge of data analytics, dashboards, or SQL.
• Familiarity with AI prompting and workflow automation.

Key Performance Areas

• Accuracy and timely maintenance of company data.
• CRM data quality and lead tracking.
• Timely follow-up and management of marketing leads.
• Quality of MIS and business reporting.
• Successful implementation of AI/automation improvements.
• Reduction of repetitive manual work through technology.
• Coordination between office, sales, and marketing teams.

Ideal Candidate

We are looking for a **B.Tech graduate who combines technical knowledge with business and communication skills**—someone who can manage the office, keep CRM and marketing data organized, handle leads, prepare reports, and proactively use **AI and automation to make the business more efficient**.