CRM Executive

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.