Job Purpose
To ensure all employees achieve their performance KPIs, maintain accurate and up-to-date CRM input, and stay motivated to perform through structured tracking, engagement, and performance improvement initiatives.
This role bridges
HR, Operations, and Sales
, ensuring productivity and accountability across all teams.
Key Responsibilities1. KPI & Performance Management
- Design, implement, and track
department and individual KPIs
in alignment with company goals. - Coordinate with managers to review
weekly performance dashboards
from CRM (lead follow-ups, deals, client calls, tasks completed, etc.). - Identify performance gaps and initiate
coaching or corrective actions
. - Support quarterly and annual
performance reviews
, linking results to bonuses, recognition, and promotions.
2. CRM Compliance & Accountability
- Monitor and ensure
all employees update CRM daily
with accurate data. - Conduct random
data audits
to ensure reports reflect real activities. - Provide training and refreshers on CRM use and best practices.
- Design
gamified tracking
or leaderboards to encourage consistent CRM discipline.
3. Employee Motivation & Engagement
- Develop
performance-based incentives
, recognition programs, and engagement activities. - Facilitate
weekly check-ins or huddles
to keep teams aligned and energized. - Collaborate with managers to address
burnout, low motivation, or disengagement
early. - Promote a culture of accountability, teamwork, and continuous improvement.
4. Reporting & Insights
- Prepare
weekly and monthly performance summary reports
for management. - Highlight top performers, areas of improvement, and CRM discipline scores.
- Use analytics to suggest data-driven strategies to improve employee output.
5. Learning & Development Coordination
- Identify skill or behavior gaps affecting KPI achievement.
- Coordinate short
training sessions
(CRM usage, productivity, communication, etc.). - Work with L&D to integrate learnings into employee scorecards.
Qualifications
- Bachelor's degree in
Human Resources, Business Administration, or Psychology
. - 2–4 years of experience in
HR Operations, Performance Management, or People Engagement
. - Strong understanding of
CRM systems (HubSpot, Zoho, Pipedrive, etc) - Excellent analytical, communication, and coaching skills.
- Proactive, detail-oriented, and capable of handling multiple teams simultaneously.