Crm Executive

2 - 4 years

3 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Title:

Location:

Share your cv to monika.sharma@innovatiview.com

About the Role:

Key Responsibilities

  • Manage and maintain strong relationships with existing and new clients.
  • Handle day-to-day client queries, concerns, and escalations with a customer-first approach.
  • Conduct regular follow-ups with clients to ensure satisfaction and timely resolution of issues.
  • Coordinate internally with various departments to ensure smooth execution of client requests.
  • Manage CRM software to update client information, track interactions, and monitor client engagement.
  • Handle prestigious and high-value clients with professionalism and attention to detail.
  • Prepare and manage client reports using Excel (VLOOKUP, Pivot Tables, Basic Analytics preferred).
  • Ensure timely communication, documentation, and proper follow-through for all client-related tasks.
  • Identify opportunities to enhance client experience and strengthen relationships.

Required Skills & Qualifications

  • Minimum 2 years of experience

    in CRM, client handling, customer service, or a related role.
  • Strong communication and interpersonal skills with

    fluency in English & Hindi

    .
  • Prior experience dealing with prestigious or key clients.
  • Proficiency in

    CRM tools/software

    (e.g., Zoho, Salesforce, HubSpot, or similar).
  • Strong command over

    MS Excel

    (Pivot Table, VLOOKUP, Data Sorting & Filtering).
  • Excellent follow-up skills and ability to multitask.
  • Problem-solving mindset with a customer-centric approach.

Preferred Attributes

  • Ability to stay organized and maintain attention to detail.
  • Positive attitude, patience, and a proactive approach.
  • Capable of working in a fast-paced environment and managing deadlines.

Why Join Us?

  • Opportunity to work with a dynamic and growing organization.
  • Exposure to high-value clients and advanced CRM systems.
  • Collaborative and supportive work culture.

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Innovatiview

Software Development

San Francisco

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