CRM Executive

Role & responsibilities

AR Sales Follow-Up:

Monitor accounts receivable and ensure accurate and timely invoicing.

Follow up with customers regarding outstanding payments, resolving queries and discrepancies.

Collaborate with the finance department to reconcile payment records and update AR reports.

Customer Follow-Up and Engagement:

Engage with customers to gather feedback, address concerns, and ensure their needs are met satisfactorily.

Proactively communicate with customers to maintain a positive relationship and encourage loyalty.

Monitor customer interactions and trends to improve engagement strategies.

Co-ordination with Sales Team:

Work closely with the sales team to understand customer requirements, sales objectives, and ongoing campaigns.

Assist sales personnel in preparing customized proposals, presentations, and reports for clients.

Update the CRM system with relevant sales information and customer interactions.

Outstanding Amount Follow-Up:

Implement effective strategies to ensure timely collection of outstanding payments from customers.

Collaborate with internal teams to address any customer disputes and payment discrepancies.

Maintain accurate records of collection efforts and interactions with customers.

CRM Management:

Administer and manage the CRM system, ensuring accurate data entry and regular updates.

Generate reports and analyze CRM data to identify trends, opportunities, and areas for improvement.

Provide training and support to team members on CRM usage and best practices.

Data Analysis and Reporting:

Prepare regular reports and dashboards to provide insights into AR sales, customer engagement, and outstanding amounts.

Utilize data analysis to identify patterns and opportunities for process optimization.

Qualifications and Skills:

Bachelor's degree.

Previous experience (1 years) in a CRM or customer-facing role, preferably in the healthcare or diagnostic industry.

Strong interpersonal and communication skills.

Detail-oriented with excellent organizational abilities.

Analytical mindset with the ability to interpret data and derive actionable insights.

Ability to work independently and collaboratively within cross-functional teams.

Problem-solving skills and a proactive attitude.

Preferred candidate profile

Female candidate with effective communication