CRM Executive

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Job Overview

CRM Executive

Key Responsibilities

• Lead Generation: Create

  campaigns for promotional emails and WhatsApp to potential and existing databases.

• Lead Management: Collect

  leads from multiple sources (website, campaigns, events, WhatsApp, outbound, exhibitions, references, etc.).Enter leads into the CRM module and tag them accurately by source and category.

• Lead Qualification: Assess

  leads and categorize them as Pursue, Hold, or Reject based on SOP. Ensure timely follow-ups and maintain an updated lead dashboard.

• Demo Coordination: Schedule

  product demos by coordinating with Sales and Tech teams. Share complete lead information and ensure proper client briefing.

• Sales Support: Gather

  structured feedback post-demo.Address objections in coordination with Sales/Product teams. Assist in sharing quotations and the Scope of Work.

• Client Onboarding: Manage

  the onboarding checklist, collect KYC, agreements, order confirmations, and ensure payment coordination. Document client needs and customization requests.

• Implementation Handover: Prepare

  and share detailed client handover documents with the Implementation Team. Introduce the Implementation Manager to the client and track onboarding status.

• Post-Sales Engagement: Conduct

  weekly follow-ups for the first 3 months to gather feedback, monitor support issues, and ensure smooth implementation.

• Support Monitoring & Reporting

  issues, track resolution with support teams, and ensure client acknowledgment. Submit monthly feedback and issue resolution reports.

Required Skills & Qualifications

• Knowledge of customer acquisition and retention strategies
• Exceptional verbal and written communication skills
• Strong social and emotional awareness to adapt interactions to customers
• Extensive product knowledge
• Ability to collaborate well with cross-functional teams
• Analytical and data-driven mindset
• Ability to work in a fast-paced environment while managing multiple tasks
• Proficiency in CRM software