Attio CRM Lead - India

Role Overview 
XOALA is looking for an experienced Attio CRM Lead who can take ownership of the system and help 
our Sales, Partnerships and Client Operations teams work more effectively. 
You will manage the setup, workflows, integrations, reporting and day-to-day support. We need 
someone who can understand what the business needs, make practical improvements and follow 
through without constant supervision. 
The ideal candidate will bring 5–7 years of relevant CRM experience, proven hands-on Attio 
knowledge and a strong sense of responsibility. Immediate or early joiners are preferred. 

Key Responsibilities: 
• Manage the day-to-day administration and maintenance of Attio CRM for XOALA. 
• Set up and maintain records for companies, contacts, clients, partners and sales 
opportunities. 
• Configure fields, views and pipelines to reflect how XOALA’s teams work. 
• Establish clear rules for updating records, assigning ownership and moving opportunities 
through each stage. 
• Set up automated reminders, lead assignments, follow-up tasks and notifications. 
• Improve handovers between Sales, Partnerships and Client Operations so that 
responsibilities and pending actions are clear. 
• Help teams track client onboarding progress, while leaving compliance reviews and 
decisions with the responsible teams. 
• Keep information accurate by checking incomplete records, removing duplicates and 
managing data imports. 
• Connect Attio with approved business tools and coordinate with IT or external providers to 
resolve issues. 
• Prepare reports on sales opportunities, pipeline progress, outstanding follow-ups and client 
handovers. 
• Manage user access and permissions in line with agreed internal requirements. 
• Train colleagues, answer user queries and prepare straightforward process guides. 
• Review requests for changes, agree priorities with the relevant teams and test updates before 
release. 
• Maintain clear records of system settings, workflows, integrations and changes. 

Person Specification 
Essential experience and skills 
• 5–7 years of relevant experience in CRM administration, implementation, sales operations or 
a similar role. 
• Hands-on experience configuring and managing Attio CRM. 
• Experience taking responsibility for a CRM system, including improvements, troubleshooting 
and user support. 
• Ability to understand business requirements and turn them into practical system changes. 
• Experience setting up workflows, managing data imports and preparing reports. 
• Working knowledge of APIs, webhooks and tools used to connect business systems. 
• Strong attention to detail, particularly when handling client information and checking data. 
• Clear communication skills and the ability to explain processes to colleagues without a 
technical background. 
• Good organizational skills and the ability to manage competing requests. 
• Ability to work independently and follow through on agreed actions. 
• A bachelor’s degree or equivalent relevant professional experience.