Client and operations coordinate executive

Client Communication & CRM

• Monitor and respond to chatbot/API inquiries from platforms like WhatsApp, website, and WATI.
• Reply to unanswered social media messages, comments, and leads across Instagram, Facebook, YouTube, etc.
• Maintain timely and polite responses to all clients across platforms.
• Update and manage CRM entries, ensuring all client communications and project stages are tracked properly.
• Assist with post-sale follow-up, gathering feedback, resolving minor issues, and keeping the relationship active.

2. Documentation & Proposal Handling

• Prepare and format proposals, quotations, and agreements based on client and project requirements.
• Assist the design and technical team in creating project briefs, MoUs, or presentation decks for clients.
• Ensure all client-related files are saved and structured in the firm’s system (Google Drive, Notion, or other platforms).

3. Project & Operations Coordination

• Follow up with internal teams (design, site, marketing, admin) to collect project updates.
• Maintain a central project tracker or dashboard and update status regularly.
• Alert the General Manager or CEO when tasks are delayed or clients raise concerns.
• Support the operations team by coordinating meeting schedules, document approvals, or material confirmations.

4. Sales & Lead Support

• Track incoming leads, assign to the right team, and follow up if not acted upon.
• Organize client meetings, site visits, or online consultations when needed.
• Ensure all leads are responded to within 24 hours unless escalated.
• Help maintain a lead-to-project conversion record.

5. Team Communication & Follow-up

• Act as a bridge between the client and technical team – ensuring instructions, concerns, or documents are passed correctly.
• Participate in weekly review meetings and prepare simple reports (lead status, client feedback, delay reports).
• Coordinate with digital marketing team (like Yaseen) when new content, project updates, or testimonials need to be shared.

6. After-Sale Relationship Management

• Ensure ongoing client engagement even after project handover.
• Collect testimonials, organize housewarming gifts (if applicable), or support in final documentation and drawings.

Job Types: Full-time, Permanent

Pay: ₹9,000.00 - ₹30,000.00 per month

Benefits:

• Cell phone reimbursement
• Internet reimbursement

Schedule:

• Day shift

Supplemental Pay:

• Commission pay
• Performance bonus

Education:

• Master's (Required)

Experience:

• Customer relationship management: 1 year (Required)
• IT management: 1 year (Required)
• Operations management: 1 year (Required)

Language:

• English (Required)
• Malayalam (Required)

Work Location: In person