CRM Executive

As a CRM Executive, your role will involve managing the client database, proposals, and communication using CRM tools such as Zoho CRM. Your responsibilities will include ensuring all client details, documents, and updates are accurately recorded, preparing and sharing proposals in a timely manner, and organizing and tracking client communication effectively. Key Responsibilities: - Keep all client information and project details updated in the CRM system. - Collect primary client information through the Client Information Form (CIF) and Scoping Sheet. - Coordinate internally to gather necessary inputs for proposal preparation. - Prepare, format, and share proposals with clients in coordination with technical teams. - Arrange and manage technical meetings or discussions with clients, if required, to clearly understand their requirements. - Record all proposal details, client communications, and follow-ups in the CRM and Lead Sheet. - Follow up with clients for updates on proposals, scoping sheets, and acknowledgements. - Maintain clear and professional communication with clients throughout the process. Qualification Required: - 14 years of experience in CRM handling, proposal management, or client coordination. - Graduate in any field, preferably Management or Computer Science. - Good knowledge of Zoho CRM or similar CRM tools. - Proficiency in using MS Office (Excel, Word, PowerPoint). - Strong communication and coordination skills. - Organized, detail-oriented, and capable of managing multiple client tasks simultaneously. In addition, you will be expected to generate simple reports and dashboards in the CRM to assist management in tracking proposal status and client activity. You will also play a crucial role in ensuring all client data and documents are accurate, complete, and secure in the CRM, as well as supporting other teams by sharing updated client details or proposal progress when required.,