Crm Executive

CRM Executive

CRM Executive

CRM Executive Job Description

Role Title:

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Role Overview

The CRM Executive will be the primary point of contact for operationalizing post-sales customer follow-up processes, ensuring all required documentation is accurately recorded in the CRM, and maintaining the highest standards of data quality. This role is crucial for maximizing customer satisfaction and providing the Sales and Account Management teams with reliable customer history.

Key Responsibilities

1. Post-Sales Customer Follow-up & Documentation

• Proactive Engagement:

  Execute timely and structured follow-up calls and emails with customers after sales closure (e.g., product delivery, service implementation, training completion).

• Documentation Management:

  Ensure all post-sale artifacts, such as signed contracts, service agreements, customer feedback forms, technical documentation, and delivery receipts, are accurately uploaded and linked to the correct customer record in the CRM.

• Customer Onboarding Support:

  Assist in triggering the handoff from Sales to Implementation/Service teams, ensuring all necessary customer data and requirements are transferred smoothly.

2. CRM Data Integrity & Management

• Data Accuracy:

  Conduct regular audits and data cleansing activities (e.g., deduplication, standardization) to maintain the quality, consistency, and completeness of all customer, contact, and opportunity records.

• Process Adherence:

  Enforce company standards and processes for CRM usage among Sales, Marketing, and Support teams, ensuring consistent data entry.

• Reporting Support:

  Assist the CRM Manager or Operations team in generating basic reports (e.g., active customer counts, follow-up status, documentation completeness) to support business needs.

3. User Support & Training

• Serve as the first-line support for internal users experiencing basic issues or having questions about the CRM platform functionality and data entry rules.
• Contribute to the creation and maintenance of internal documentation and training materials related to CRM best practices and post-sales processes.

Required Qualifications

• Bachelor's degree or equivalent experience in Business Administration, IT, or a related field.

• 1-2 years of professional experience

  in a sales support, operations, or CRM-focused role.

• Demonstrated proficiency

  in using a major CRM system (e.g., Salesforce, Microsoft Dynamics, HubSpot).
• Exceptional attention to detail and a strong commitment to data quality and accuracy.
• Excellent written and verbal communication skills, especially for engaging with customers and internal teams.