CRM Executive

Role Overview

The CRM Expert at Smileguard will be responsible for managing, optimizing, and maintaining the entire customer relationship management system. This role ensures smooth communication with patients, clinics, parents, and partners. The CRM Expert will monitor lead flow, track conversions, maintain data accuracy and support marketing and operations teams for better decision-making.

Key Responsibilities

1. CRM Management & Optimization

• Maintain and update the CRM database with accurate patient, clinic, lead and partner information.
• Ensure all pipelines, stages and modules are properly structured.
• Customize CRM dashboards, forms, automation flows and reports based on requirements.
• Monitor system performance and coordinate with developers if any issues arise.

2. Lead & Patient Coordination

• Track daily lead inflow from Instagram, website, events, schools, and clinics.
• Assign leads to the respective team members and ensure timely follow-ups.
• Monitor conversions and maintain detailed notes of every interaction.
• Ensure smooth appointment scheduling and follow-ups with parents and doctors.

3. Communication & Follow-Ups

• Send automated and manual reminders (calls/SMS/WhatsApp) for appointments, camps, and enrollments.
• Maintain communication logs and follow-up sequences.
• Work with sales and operations teams for quick responses and customer satisfaction.

4. Reporting & Analysis

• Generate weekly and monthly performance reports.
• Analyze lead sources, conversion rates, and engagement metrics.
• Provide insights for improving marketing and operational efficiency.

5. Coordination with Teams

• Coordinate with Smileguard’s marketing, operations, HR, and clinic partners.
• Ensure all teams have updated CRM data to work smoothly.
• Help the management make informed decisions using CRM insights.

6. Data Clean-up & Compliance

• Remove duplicates, correct errors, and maintain data hygiene.
• Follow privacy guidelines and ensure secure handling of patient data.

Skills & Qualifications

• Proven experience in CRM tools (Zoho / HubSpot / Salesforce or similar).
• Strong understanding of lead funnels, sales processes, and customer journeys.
• Excellent communication and coordination skills.
• Ability to analyze reports and work with data.
• Attention to detail and ability to manage large datasets.
• Basic understanding of marketing funnels and customer support.
• Ability to work in a fast-paced environment.

Benefits:

• Work with a fast-growing healthcare startup.
• Opportunity to learn, grow and manage complete CRM operations.
• Leadership-oriented role with high responsibility.
• Friendly and collaborative work culture.

Job Type: Full-time

Pay: ₹50,000.00 - ₹60,000.00 per month

Work Location: In person