Business Operations, CRM & AI Executive

Role Overview

This position is with a Dubai-based strategic platform that is currently being built out and expanded. The organization supports resilient businesses with strategic capital, meaningful partnerships, critical talent, business development, and long-term growth guidance as they navigate uncertainty across regional and global markets.

The company is looking for a capable Business Operations, CRM & AI Executive to design, run, and improve its CRM environment, AI-supported workflows, business systems, data structures, and technology tools. This role offers the chance to create scalable operational foundations from scratch while working closely with the Founder in a high-performance setting.

Key Responsibilities

• Set up, tailor, and continuously improve Zoho CRM, including automation rules, workflows, reporting dashboards, user access, and overall system settings.
• Oversee CRM deployment, data transfer, system connections, and ongoing platform upgrades.
• Maintain large business databases while protecting data accuracy, consistency, and confidentiality at a high standard.
• Sort, structure, classify, and manage very high enquiry volumes, including more than 400 B2B and more than 400 B2C enquiries each day, with proper qualification, assignment, tracking, and follow-up.
• Use structured processes and AI-enabled workflows to connect enquiries with suitable business opportunities, stock, strategic partners, investors, service providers, or internal needs.
• Create, update, and manage inventories and opportunity databases that support smooth matching and execution.
• Develop detailed Excel dashboards, analytical reports, business intelligence outputs, and management summaries.
• Prepare polished PowerPoint decks, business proposals, reports, and operational documents.
• Apply AI tools to reduce repetitive work, improve output, assist with research, draft business documents, and strengthen operations.
• Handle software subscriptions, SaaS tools, digital business applications, and related technology resources.
• Assist with campaign coordination, lead tracking, business development support, and operational reporting.
• Spot process inefficiencies and recommend improvements through automation, AI adoption, and better workflows.
• Keep digital records, documents, and knowledge repositories well organized while maintaining strict confidentiality.

Candidate Profile

The ideal candidate will bring hands-on CRM experience, a structured working style, and the ability to manage data-heavy operational work in a fast-moving entrepreneurial environment.

• At least 2 years of practical experience working with Zoho CRM.
• Background in CRM setup, customization, workflow automation, data migration, and system integration.
• Strong command of Microsoft Excel and PowerPoint.
• Real-world use of AI tools to support productivity and business operations.
• Experience handling large amounts of structured business data.
• Strong analytical thinking, organization, and problem-solving skills.
• Sharp attention to detail and a disciplined, process-oriented approach.
• Ability to manage and prioritize multiple tasks in a fast-paced entrepreneurial environment.
• High levels of professionalism, integrity, confidentiality, and accountability.

Additional Information

This role is based in Dubai and can be offered on a full-time or part-time basis. Candidates who believe their background fits the role are invited to submit a CV for initial review. Shortlisted applicants will be contacted for a direct conversation.