CRM executive

Position

Shift Timing

Location

About the Role:

Key Responsibilities :

1.

• Evaluate positive responses and share relevant leads/queries with respective clients.

• Track, update, and follow up on leads for conversion opportunities.

2

• Manage professional email communication with clients regarding updates, invoices, and queries.

• Build and maintain long-term client relationships.

• Handle client concerns and provide timely resolutions.

• Conduct cold calls with clients to gather updates and convert responses into valid opportunities.

3

• Manage and update records in Zoho CRM, Invoice tools, and DocuSign.

• Work with paid databases and mass email marketing tools for lead generation and outreach.

4

• Prepare and maintain Excel-based reports, invoices, agreements, and monthly summaries for client activity.

• Generate periodic performance and revenue reports for management.

Required Skills & Qualifications

• Bachelor’s degree in Business Administration, Marketing, or a related field (preferred).

• 2–3 years of experience in CRM, Client Coordination, or Customer Relationship Management.

• Strong written and verbal communication skills.

• Knowledge of Zoho CRM, Invoice, and DocuSign.

• Familiarity with databases, email automation tools, and MS Excel.

• Excellent organizational, multitasking, and problem-solving skills.

• Ability to work independently with high attention to detail.