Marketing Automation & CRM Executive – J&B Bearings (Chennai)

Department: Marketing Automation & Business Growth Now hiring: 1 position

This is a systems-and-numbers role. Ideal for a data-driven process-minded marketer who builds lead funnels CRM pipelines automated journeys and dashboards. It is NOT a social media or content creation role that is handled by our Digital Content & Brand Executive.

JNB Bearings Pvt Ltd imports bearings and markets them under our own registered brand J&B. Together with Jain Bearing Centre (since 2008 branches in Chennai Bellary and Rajahmundry) we supply crushers rice mills cement plants engineering workshops automobile sectors dealers and OEMs across Tamil Nadu Andhra Pradesh Karnataka and Maharashtra. Website:

We are building a two-person marketing team on the Zoho platform. Your partner the Digital Content & Brand Executive creates the attention; you capture qualify nurture hand over and measure it from first click to repeat order.

With only two people in marketing every activity has one clear owner. Owner accountable for the result; Support provides input.

This role does NOT own: daily social media content and management product photography and video graphic and brand design brand artwork catalogue design.

Prior Zoho experience is a strong plus; full training is given. JNB fully sponsors Zoho certification it can significantly strengthen your professional profile and career opportunities.

Other tools: Google Ads Meta Ads Manager Google Analytics with UTM tracking Excel / Google Sheets approved WhatsApp platform (where used) ChatGPT and Zoho Zia for analysis and drafting.

Industrial buyers do not click buy now; they enquire compare ask for quotes and reorder. To automate that journey you must first understand it. You will:

• Learn bearing types and applications and the segments we serve (crusher rice mill dealer workshop OEM).
• Map JNBs full sales process from enquiry to repeat order.
• Sit with sales and field executives to learn territory priorities and what makes a lead genuine.
• Join dealer meetings and exhibitions to see how buyers decide.

A Qualified B2B Lead has a genuine business requirement and as a minimum: contact name company name mobile number location industry / segment customer type (end user dealer OEM workshop) product or bearing requirement (bearing number / application where available) quantity where available lead source.

Lead lifecycle: Enquiry Marketing Qualified Lead (MQL) Qualified Lead Sales Accepted Lead (SAL) Opportunity Order Repeat customer.

CRM pipeline stages: New Lead Contacted Qualified Sales Accepted Requirement Confirmed Quotation Sent Negotiation Won / Lost Repeat Purchase / Nurture.

Mandatory lost reason: Price Competitor Wrong product No current requirement Purchase postponed Unreachable Duplicate / wrong enquiry Quality concern Credit / payment issue Location / service issue Other.

01 Lead capture (Zoho Forms)

• Build and A/B test enquiry quote-request and dealer-registration forms for the website landing pages social and events.
• Connect every form landing page and campaign to Zoho CRM with source and UTM fields captured automatically.

02 Zoho CRM & pipeline ownership

• Ensure 100% of new leads are captured tagged and assigned; maintain contact data quality and remove duplicates.
• Run the lifecycle and pipeline stages above; design and refine lead scoring.
• Monitor Sales Accepted Lead (SAL) status accepted or rejected with reason and escalate leads not contacted within the agreed SLA.
• Send a weekly CRM health report.

03 Marketing automation (Zoho Marketing Automation Zoho Flow)

• Build and run production journeys for example: 1. New website enquiry 2. Dealer registration 3. Quote follow-up 4. Dormant lead re-activation 5. Repeat purchase reminder 6. Customer feedback / NPS.
• Create trigger-based workflows (form submission score change stage change) and personalise by segment product and region.
• No automation goes live without test records and a successful end-to-end check (form CRM email sales task).
• Major changes to workflows lead scoring pipeline stages integrations or automation logic must be documented and approved before going live.
• Monitor automations daily; fix any broken workflow within 24 hours.
• Document every automation: name purpose trigger conditions actions owner apps connected dependencies testing status failure handling last modified date.

04 Email campaigns (Zoho Campaigns)

• Send 2 campaigns a month to segmented dealer customer and prospect lists using content from the Content Executive.
• Maintain list hygiene: segmentation suppression bounces; A/B test subject content CTA and send time.
• Track delivery bounce unsubscribe and spam-complaint rates alongside opens and clicks.

05 Website chat & WhatsApp (Zoho SalesIQ approved WhatsApp platform where used)

• Run live chat and a chatbot for size lookup availability and dealer enquiries; capture after-hours chats as leads.
• Where an approved WhatsApp platform is used manage enquiry acknowledgement dealer registration follow-up journeys campaign messages lead handoff and opt-outs in sync with CRM.

06 Surveys & closed-loop feedback (Zoho Survey)

• Run customer and dealer satisfaction surveys and quarterly NPS.
• Close the loop: survey response CRM record negative response creates a task responsible person resolution closure reported monthly.

07 Paid ads governance

• For every campaign define objective audience geography budget landing page and UTM structure before launch.
• Monitor spend daily/weekly; no budget increase without management approval.
• Track the full paid funnel: Ad Landing page (conversion rate) Form Lead Qualified lead SAL Quote Order.
• Judge campaigns on qualified CPL sales-accepted leads quote and order value and ROI not CPL alone.

08 Tracking & attribution

• Run one UTM standard for all campaigns: source (Google Meta LinkedIn website organic WhatsApp referral) medium campaign content landing page.
• Report first-touch and last-touch source where practical.

09 Analytics dashboards & ROI (Zoho Analytics)

• Build live dashboards for the full funnel: Leads MQL Sales Accepted Leads Quotes Orders Revenue Repeat orders.
• Report cost per qualified lead lost-reason analysis customer acquisition cost and marketing ROI.
• Weekly report every Monday; monthly review with insights and next actions.

10 Data governance & consent

• Maintain consent and unsubscribe status suppression and do-not-contact lists bounce management and duplicate control.
• Apply role-based access in Zoho; never export or share customer data without authorisation.
• No customer database may be kept in personal Excel files personal email personal cloud storage or personal WhatsApp contacts unless specifically authorised.

11 Loyalty data (Zoho Thrive)

• Own the loyalty programmes dealer database enrolment segmentation points data automation and ROI reporting. The Content Executive owns its creative and promotion.

Your monthly score decides quarterly incentives and promotion readiness.

Shared team / company goals (not individual KPIs): 50100 qualified B2B enquiries and 1020 dealer leads per month NPS improvement (target 50) Google rating 4.5.

Review cycle: daily lead capture SLA workflow health chats weekly lead quality audit campaigns pipeline monthly full scorecard ROI lost reasons quarterly NPS incentive payout promotion readiness.

JNB prefers to promote from within. This is an indicative roadmap: progression is based on performance capability and business need not automatic by years of service.

Must have

• Graduate in any discipline (BBA / / BCA / / MBA Marketing preferred).
• 13 years in CRM marketing automation email or performance marketing (2 years preferred).
• Hands-on with Zoho CRM / Campaigns or an equivalent CRM and email tool (HubSpot Mailchimp Salesforce).
• Working knowledge of Google Ads Meta Ads Google Analytics and UTM tracking.
• Strong Excel / Google Sheets: filters pivots VLOOKUP simple reports.
• Clear written and spoken English and Tamil.

Good to have

• Zoho certification or experience with Zoho Forms SalesIQ Analytics Survey or Flow.
• Experience building automation workflows drip sequences or lead scoring.
• WhatsApp Business API / platform experience.
• B2B industrial engineering or auto-parts marketing experience.
• Telugu or Kannada for our Andhra Pradesh and Karnataka markets.

Mindset: analytical process-driven careful with data and confidentiality enjoys systems and follow-up more than design works closely with sales so no enquiry is missed.

• Confidentiality: all customer supplier pricing product CRM marketing business and company information accessed during employment is confidential and must not be copied shared disclosed or used outside authorised JNB business purposes. This includes unpublished launches packaging artwork customer photographs and dealer data.
• Role scope: responsibilities may evolve with business requirements technology changes and company growth provided they remain reasonably related to the role.

• Own the complete Zoho CRM and marketing automation stack 8 apps from day 1.
• Company-sponsored Zoho certification.
• KPIs that show your business impact in pipeline and revenue not just clicks.
• Clear KPIs and a published indicative career roadmap.
• Direct access to leadership in a growing industrial brand; B2B CRM experience is valued across industries.

Mandatory in your application: current CTC expected CTC notice period CRM / Zoho tools used automation workflows you have built samples (email campaigns ad results CRM reports or dashboards).

Selection process

1. Resume screening.
2. Phone call with HR.
3. Practical test (45 minutes): (a) classify sample J&B enquiries genuine incomplete duplicate dealer end user OEM 10 min (b) define mandatory CRM fields 10 min (c) design a 3-step automated follow-up journey 10 min (d) outline a simple funnel dashboard 10 min (e) explain what should happen if an automation fails 5 min.
4. Final interview with the Director.

JNB Bearings Pvt Ltd building CRM and automation careers across South India.

Required Skills:

Zoho CRM Zoho Campaigns / Email Marketing Marketing Automation & Workflows Lead Management & Nurturing WhatsApp Business Zoho SalesIQ Zoho Forms Zoho Analytics / Reporting Excel / Google Sheets UTM & Campaign Tracking

Required Education:

Graduate in any discipline (BBA/BCom/BSc/BE or MBA Marketing preferred). 0-3 years in CRM email marketing or marketing automation; freshers with hands-on Zoho/CRM project work are welcome.