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Job Type

Full Time

Job Description


CRM Executive


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 get the right 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 needed) to understand their requirements clearly.
  • 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. Candidate Requirements
  • Generate simple reports and dashboards in CRM to help management track proposal status and client activity.
  • Ensure all client data and documents are accurate, complete, and secure in the CRM.
  • Support other teams by sharing updated client details or proposal progress whenever needed.


Requirements:

  • 1–4 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.
  • Comfortable using MS Office (Excel, Word, PowerPoint).
  • Good communication and coordination skills.
  • Organized, detail-oriented, and able to manage multiple client tasks at once. 

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