Jose Mathew

About Jose Mathew

Passionate about creating meaningful customer relationships and driving growth through CRM optimization, data insights, and cross-functional collaboration.With over 11 years of experience spanning Sales Enablement, CRM Management, and Customer Success, I’ve worked with global teams across India and New Zealand, delivering measurable business impact. At JoVE, I strengthened sales processes, improved retention, and implemented enablement strategies that boosted adoption and customer satisfaction. At Optimise, I now manage CRM strategy—integrating automation, improving lead quality, and enabling data-driven decision-making for the business development and sales teams. My early roles in Amazon and Spring Water Solutions (NZ) helped me develop a strong foundation in customer experience, sales operations, and leadership.I’m passionate about empowering teams, simplifying CRM workflows, and building systems that scale. Always open to connecting on ideas that blend technology, strategy, and human relationships.

Experience

1. Crm Manager

   Optimise

   Mar 2025 — Present · Trivandrum, IN

   As CRM Manager at Optimise, I lead the end-to-end management of our sales and prospecting operations, ensuring data accuracy, automation efficiency, and streamlined business development workflows.Key Responsibilities & Achievements:Lead and guide the prospecting and BDR team, ensuring consistent pipeline growth through strategic data management and prospect targeting.Utilize AI-driven tools and enrichment platforms to source, validate, and maintain high-quality contact and company data within HubSpot CRM.Ensure data accuracy and hygiene across all CRM records, reducing duplicate entries and improving reporting reliability.Design and implement automated workflows in HubSpot to streamline manual tasks, enhance productivity, and maintain consistent follow-up sequences.Create management-level dashboards and reports to track lead generation, BDR performance, and campaign outcomes for leadership visibility.Collaborate with cross-functional teams (Marketing, Sales, and Operations) to ensure CRM aligns with overall business goals.Train and mentor BDRs to identify, qualify, and approach the right prospects using data intelligence and CRM insights.Continuously evaluate and integrate new tools and technologies to improve lead quality and operational efficiency.Skills: HubSpot CRM · Sales Enablement · AI Tools for Data Prospecting · Workflow Automation · CRM Reporting · BDR Management · Data Analytics · Process Optimization · Cross-functional Leadership

Education

• Unitec

  PGDM, Operations Management

  2012 — 2013

• Mahatma Gandhi University

  Bachelor of Business Administration (BBA), Business Administration and Management, General

  2007 — 2010

Skills

• English
• Management
• Microsoft Excel
• Powerpoint
• Microsoft Word
• Team Leadership
• Research
• Photoshop
• Teaching
• Time Management
• Financial Analysis
• Customer Service
• Microsoft Office
• Teamwork
• Team Management
• Public Speaking
• Marketing Strategy