CRM Executive

Position Overview

The CRM Executive at Be the BEE plays a vital role in maintaining and enhancing client relationships, tracking engagement, and supporting retention strategies. This role ensures that client databases, campaign records, feedback loops, and communications are well-managed — contributing directly to client satisfaction, loyalty, and repeat business.

Ideal for a detail-oriented communicator who thrives on relationship-building, this role demands both operational efficiency and people-centric intuition, especially within the dynamic environment of Indian advertising.

Key Responsibilities

1. Client Relationship Database Management

● Maintain an updated CRM system with contact information, communication history, campaign updates, and milestone logs.

● Segment clients based on campaign type, size, industry, and relationship value to support tailored communication and upselling.

● Doing regular follow up for payment from client.

2. Client Engagement & Communication

● Send periodic check-ins, festival greetings, newsletters, campaign reports, and follow-up notes to ensure warm and consistent communication with existing and potential clients.

● Track birthdays, anniversaries, milestones, and key dates to enhance personalization in client interactions.

3. Campaign Support & Feedback Tracking

● Post-campaign, collect client feedback and generate reports on satisfaction, outcomes, and areas for improvement.

● Maintain logs of issues, resolutions, and recommendations to support relationship enhancement.

4. Retention & Loyalty Programs

● Assist in planning and executing client appreciation programs, gifting, surveys, and exclusive previews of agency innovations or success stories.

5. CRM Analytics & Reporting

● Support senior leadership with CRM-driven insights that inform strategic growth and client outreach.

6. Tool & Data Administration

● Ensure all CRM-related tools are maintained, updated, and integrated with marketing and client servicing dashboards.

● Train new team members on CRM usage best practices.

Skills & Competencies

● Relationship-Driven Mindset: Prioritizes warmth, empathy, and proactive client communication.

● Detail-Oriented: Ensures records are complete, accurate, and timely.

● Follow-Up Champion: Doesn’t let leads go cold or conversations fall through.

● CRM Fluency: Understands how CRM systems work and how to maximize them for relationship building.

● Marketing Understanding: Knows how campaigns connect to business outcomes and client goals.

Tools & Software

● CRM Platforms: Zoho CRM, HubSpot, Salesforce, Bitrix24 or similar

● Reporting & Analysis: Excel, Google Sheets, Data Studio (for NPS tracking)

● Email Tools: Mailchimp, Gmail, Outlook

● Communication: WhatsApp for Business, Zoom, Slack

Qualifications

● Bachelor's degree in Marketing, Business Administration, Mass Communication, or related fields.

● 2–4 years of experience in a CRM, client servicing, or customer engagement role within advertising, media, or B2B services.

Regional/Cultural Expectations

● Understands Indian festival calendars, regional etiquette, and emotional cues in professional communication.

● Comfortable customizing CRM touchpoints for different tiers of clients – regional, national, or niche accounts.

● Familiarity with client lifecycle management within a creative services environment.

Job Types: Full-time, Permanent

Pay: ₹22,000.00 - ₹30,000.00 per month

Benefits:

• Cell phone reimbursement
• Internet reimbursement
• Paid sick time
• Provident Fund

Ability to commute/relocate:

• Kalighat, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Required)

Education:

• Master's (Required)

Experience:

• CRM software: 2 years (Required)
• SAP CRM: 2 years (Required)

Work Location: In person