115 Crm System Jobs - Page 5

Responsibilities: 1. Develop and implement lead generation strategies to identify and attract potential insurance & mutual funds clients. 2. Utilize various channels, including digital marketing, social media, referrals, and industry events, to generate leads. 3. Maintain and update lead information in the CRM system to ensure accurate tracking and follow-up. 4. Build and maintain relationships with potential clients through consistent communication and follow-up. 5. Address client inquiries, provide information about insurance products, and schedule consultations with sales representatives. 6. Work closely with the sales and marketing teams to align lead generation efforts with overall business objectives. 7. Track and report on lead generation metrics, including lead quality, conversion rates, and campaign effectiveness. 8. Stay updated on industry trends and best practices to continuously improve lead generation efforts.

Job Description 1. New Client Onboarding: Take the lead in guiding new clients through the onboarding process. Provide them with a warm welcome, explain our products/services, and assist them in understanding our platform and offerings. 2. Client Assistance: Be the first point of contact for clients, addressing their questions, concerns, and inquiries via phone calls and emails. Offer knowledgeable guidance to help them navigate our offerings effectively. 3. Problem Resolution: Work diligently to identify and troubleshoot client issues, striving for swift resolutions. Collaborate with internal teams to ensure that client concerns are addressed accurately and promptly. 4. Relationship Building: Develop and nurture strong, long-lasting relationships with clients. Understand their unique needs and preferences to tailor your interactions and provide personalized support. 5. Client Education: Offer insights and educational resources to help clients make informed decisions. Share information about updates, new features, and best practices to maximize their experience with our products/services. 6. Client Feedback: Act as a feedback conduit between clients and internal teams, conveying valuable insights to improve our offerings and services. 7. Record Keeping: Maintain accurate and up-to-date client records and interactions in our CRM system. Requirements: . Exceptional communication skills, both written and verbal. . Strong interpersonal skills to build rapport and maintain positive relationships. . Problem-solving ability and a proactive approach to addressing client concerns. . Patience and empathy when dealing with client inquiries and issues. . Organizational skills to manage multiple clients and tasks effectively. . Proficiency in using office productivity software. . Previous experience in a client-facing role or customer service is preferred. Qualifications . Bachelor's Degree or equivalent Required Skills . Must have excellent written communication skills (with accurate grammar and punctuation) . Must have the ability to read and respond to the client's emails following effective business email writing etiquettes . Must have excellent verbal communication skills with fluent English and neutral accent . Must have good analytical and cognitive skills . Must have an eye for attention to detail . Must have minimum 30 wpm speed with the ability to talk over the phone Additional Information WORKING AT ALTISOURCE ADVANTAGES Prosperity . Competitive salary based on your experience and skills Good Health . Comprehensive insurance plans - Medical insurance for employees and family, Personal Accident Benefit and Life Insurance for employees . Wellness Programs - Doctor support, Psychologist, Counselor, Onsite health checkup camps, etc. Happiness . 10 paid holidays, plus 26 paid days off per year . Lots of employee engagement activities . OUR CORE VALUES For our employees, customers, and shareholders, we commit to . Act with Integrity - exhibit unwavering integrity, compliance, and ethical conduct at all times . Energize People - enable exceptional people to energize their teams and drive results . Empower Innovation - reward the relentless creation of innovative and compliant solutions to achieve our mission and generate value for our customers . Exceed Customer Expectations - execute world-class solutions to deliver value and delight our customers . Win as a Team - embrace the passion, energy, and power of our global teams to win as One-Altisource . Enrich Communities - create positive impacts for the communities where we live and serve Are you up to the challenge What are you waiting for Apply today!

Job Summary: We are seeking a motivated and enthusiastic Inside Sales Executive to join our dynamic sales team. As a fresher, you will play a key role in engaging with potential clients, understanding their needs, and promoting our products/services to drive sales growth. Key Responsibilities: - Conduct outbound calls and follow up on leads generated through various channels. - Identify customer needs and provide appropriate solutions. - Maintain accurate records of sales activities and customer interactions in the CRM system. - Collaborate with the marketing team to optimize lead generation strategies. - Prepare and deliver presentations to potential clients. - Assist in negotiating contracts and closing deals. - Provide exceptional customer service and build long-term relationships with clients. - Stay updated on industry trends and competitor offerings. Qualifications: - Excellent verbal and written communication skills. - Strong interpersonal skills with the ability to build rapport. - Proficiency in Microsoft Office Suite and CRM software (experience with CRM is a plus). - Ability to work independently and as part of a team. - Strong organizational skills and attention to detail. Mandatory Key Skills lead generation,outbound calls,CRM,Sales,CRM system,communication skills,Inside Sales*

Job Overview: The Insurance Lead Generation Coordinator is responsible for developing and executing strategies to generate high-quality leads for the insurance sales team. This role involves identifying potential clients, nurturing relationships, and ensuring a steady flow of qualified leads to meet sales targets and drive business growth in the insurance sector. Responsibilities: 1. Develop and implement lead generation strategies to identify and attract potential insurance clients. 2. Utilize various channels, including digital marketing, social media, referrals, and industry events, to generate leads. 3. Maintain and update lead information in the CRM system to ensure accurate tracking and follow-up. 4. Build and maintain relationships with potential clients through consistent communication and follow-up. 5. Address client inquiries, provide information about insurance products, and schedule consultations with sales representatives. 6. Work closely with the sales and marketing teams to align lead generation efforts with overall business objectives. 7. Track and report on lead generation metrics, including lead quality, conversion rates, and campaign effectiveness. 8. Stay updated on industry trends and best practices to continuously improve lead generation efforts. Candidate Profile 1. Strong understanding of lead generation techniques and tools. 2. Communication skills,both verbal and written. 3. Ability to work independently and as part of a team in a fast-paced environment. 4. Goal-oriented with a strong focus on achieving and exceeding targets.

Key Responsibilities Team Leadership & Development Work with existing GenSales Team Lead and team members to generate quality leads for US market Direct Sales team Coach team members on effective use of outreach cadences Ensure team maintains high-quality, consistent outreach across email, phone, and LinkedIn channels Monitor and optimize team performance through established lead and lag measures Pipeline Management Drive the "Prospect to Qualified" stage of Xerago's sales process Ensure consistent pipeline growth through systematic outreach to ICP (Ideal Customer Profile) accounts Maintain a disciplined outreach cadence across multiple channels Coordinate with Marketing, Direct Sales, and Partnerships teams to optimize lead flow Achieve team targets of 4 meetings per week per team member Coordinate with Sales and Solutions teams for smooth lead handoffs Note: Qualified - Meeting is successfully scheduled with a decision-maker Process Optimization Maintain and Improve the structured outreach cadence Monitor and optimize the team's daily activity metrics, o Email outreach o Follow-up calls o LinkedIn messages o New contact initiatives Track and improve reach rates and meeting conversion metrics Ensure proper CRM usage and data hygiene Note: A "reach" is defined as any prospect response (positive or negative) via email, phone, or LinkedIn. Required Qualifications 7+ years of B2B lead generation experience, with at least 3 years in a management role Proven track record of building and scaling successful lead generation teams Experience in technology or consulting services sales Strong understanding of multi-channel outreach strategies (email, phone, LinkedIn) Expertise in CRM systems and sales operations Excellent communication and coaching abilities Track record of achieving team performance metrics Key Performance Metrics (Per Team Member) 1. Daily Targets (Lead Measure): o 4 reaches per day o 20 reaches per week (5 working days) 2. Weekly Targets (Lag Measure): o 4 qualified meetings per week o Conversion rate: 25% (reaches to meetings) Must Have Experience - Please apply only if you meet these criteria: Minimum 7 years of proven experience managing lead generation teams targeting the US B2B market Demonstrable track record of achieving assigned metrics in US market lead generation: Experience managing teams of 5+ lead generation specialists History of successful collaboration with US-based sales teams Proven expertise in US B2B sales engagement practices and business culture Track record of implementing and optimizing multi-channel outreach campaigns (email, phone, LinkedIn) for US market Experience with US business hours and time zone management Work Location Preferred Location: Chennai Office, India Role involves managing US market outreach from our Chennai headquarters Team will operate during US-aligned business hours as needed

Work Timings 4:30 am to 1:30 pm (Monday to Friday) & 4:30 am to 10:30 am (Saturday) Key Responsibilities Loan Application Management: Process loan applications from submission to settlement, ensuring all required documents are accurately collected, verified, and submitted. Compliance: Ensure all applications comply with lending policies, procedures, and regulatory requirements. Coordination: Liaise with clients, lenders, and other stakeholders to resolve queries and expedite the loan process. Document Review: Review and analyze financial documents, including income, credit reports, and bank statements, to assess eligibility. Pipeline Management: Maintain accurate records of loan applications in the CRM system and update statuses regularly. Customer Support: Provide exceptional customer service by addressing inquiries and ensuring clients are informed throughout the loan process. Reporting: Generate and share periodic reports on loan processing performance and bottlenecks. Qualifications and Skills Experience: 13 years in loan processing Technical Proficiency: Familiarity with CRM software and loan processing platforms. Communication Skills: Strong verbal and written communication skills. Detail-Oriented: High attention to detail and accuracy in handling financial data and documentation. Organizational Skills: Ability to manage multiple applications simultaneously and meet deadlines. Problem-Solving: Proactive in identifying and resolving issues in loan processing.

Job Summary: We are seeking a highly motivated and results-driven Business Development Executive with 35 years of proven experience in IT Sales. The ideal candidate will have a strong understanding of software and technology solutions, with a passion for client engagement, lead generation, and closing business deals. Key Responsibilities: Identify, qualify, and generate new business opportunities through various channels (cold calling, emails, networking, online platforms). Engage with clients to understand their IT needs and propose suitable solutions and services. Develop and maintain strong relationships with prospective and existing clients. Prepare and deliver business presentations and product demos to potential clients. Collaborate with pre-sales and technical teams to create tailored proposals and solutions. Meet and exceed monthly and quarterly sales targets. Maintain accurate records of all sales activities in CRM tools. Participate in business events, trade shows, and conferences for networking and lead generation. Stay updated with market trends, competitors, and industry developments. Qualifications: Bachelors degree in Business, Marketing, IT, or related field (MBA preferred). 3 to 5 years of experience in B2B IT Sales (preferably in software services, SAS, SaaS, or custom development). Strong understanding of IT products and solutions. Excellent communication, negotiation, and interpersonal skills. Self-motivated with the ability to work independently and as part of a team. Ability to travel locally as required.

Job Summary : We are seeking an organized and detail-oriented Admin CRM Executive to manage our customer relationship management (CRM) system. You will handle data entry, maintain CRM records, and support the sales and customer service teams with CRM-related tasks. Key Responsibilities : - Maintain and update CRM system with accurate customer data. - Assist in data entry, record-keeping, and generating reports. - Support sales and customer service teams with CRM queries. - Monitor and ensure data quality and integrity. - Generate reports and insights to assist with decision-making. Qualifications : - Experience with CRM systems (e.g., Salesforce, HubSpot). - Strong organizational and data management skills. - Proficiency in Microsoft Office Suite. - Attention to detail and ability to manage multiple tasks.

Location: Bangalore Work from Office Only Job Type: Full-time/Contract Job Summary: We are seeking a motivated and dynamic Admission Counsellor to join our team. The successful candidate will be vital in assisting prospective students through the admissions process, providing them with guidance and support as they navigate their educational journey. Roles and Responsibilities: Student Guidance: Assist prospective students and their families through the admissions process, providing information on academic programs, admissions requirements, and campus life. Admissions Process: Manage the admissions process from initial inquiry to enrollment, including reviewing applications, scheduling interviews, and conducting follow-up communications. Relationship Building: Develop and maintain relationships with high schools, community organizations, and other partners to promote the institution and attract prospective students. Events and Recruitment: Represent the institution at recruitment events, college fairs, and high school visits to promote awareness and generate interest in our programs. Data Management: Maintain accurate records of prospective students and their application status using our CRM system, ensuring timely follow-up and communication. Support Services: Provide support to students and families regarding financial aid options, scholarships, and other resources available to them. Team Collaboration: Collaborate with admissions team members and other departments to ensure a seamless and positive experience for prospective students throughout the admissions process. Requirements: Bachelor's degree in any field. 1-2 years of experience in admissions counseling or related field preferred. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Excellent organizational and time management skills. Required Skills:Communication skills, Interpersonal Skills, Negotiation skills, Convinicing skills. Key Skills: Admission Process, Prospective Students, Application Review, Relationship Buliding, Communicaton Skills, Interpersonal skills, Negotiation skills etc.

Shift Timing - 12:00 PM - 9:00 PM Hybrid Work Model: Work from Office Twice a week About the Role : In this opportunity you will: Assist account executives and account managers with sales, upsell and cross sell opportunities and renewals by providing relevant data and insights. Collaborate with account executives and managers to develop sales and renewal strategies and identify potential risks. Track and manage all customer renewals, ensuring timely and accurate processing. Prepare and send out quotes, contracts, and other necessary documentation. Serve as a point of contact for customers regarding sales, renewal, and support inquiries. Provide regular updates to the sales team and management on sales, renewal status and performance metrics Communicate with customers regarding upcoming renewals, addressing any questions or concerns. Analyze customer data to identify trends and opportunities for improvement Maintain and update customer information in the CRM system About You: You're a fit for the role if you have: 5+ years experience in account management, retention & renewals, sales, or a related field. Excellent communication and interpersonal skills. Professional fluency in English and ability to communicate at the executive level with customers Proficiency in CRM software (Gainsight/Salesforce) and sales tools, driving utilization of tools and process training. Ability to negotiate complex terms and conditions and close agreements for the sale and license of software and technology, including services. Ability to find solutions to difficult or complex issues by defining the problem, determining the cause of the problem, identifying/prioritizing/selecting alternatives and then implement. Ability to analyze market data, feedback, and sales performance to inform strategies and decisions. Strong organizational skills with the ability to manage multiple tasks and deadlines. Strong grasp of sales processes and strategies, with the ability to develop value propositions that address customer use cases with solutions from product portfolio. Ability to work effectively with cross-functional teams.

THE ROLE We are seeking a highly skilled and experienced Manager with expertise in the LexisNexis Interaction CRM system. As the Manager CRM, you will be responsible for overseeing the implementation, maintenance, and optimization of our CRM system to drive customer relationship management initiatives. Your role will involve collaborating with cross-functional teams, managing data integrity, and leveraging CRM analytics to enhance customer engagement and drive business growth. JOB RESPONSIBILITIES The incumbent will primarily be in charge of: CRM Strategy Development: o Develop and execute a robust CRM strategy aligned with the firm's objectives to enhance client relationships and service delivery. o Champion usage of CRM among Partners, Counsels and Executive Assistants. o Liaise with Business Development team and Legal Leadership to understand and respond to their special cases on CRM Data Management and Analysis: o Oversee data collection, management, and analysis to ensure accurate client records and segmentation. o Utilize data insights to inform marketing campaigns, focused new client acquisition, improve client services, and identify opportunities for growth. o Govern data quality of the CRM, in partnership with Contact Management and Accounting. Client Engagement: o Design and implement targeted client engagement programs to foster long-term relationships and increase client satisfaction. o Manage client feedback initiatives to assess service quality and implement changes based on client insights. Collaboration and Training: o Collaborate with various departments (e.g., marketing, business development, conflict management / risk, revenue management and billing) to integrate CRM tools into daily operations. o Train Legal Leaders, Business Development team and EAs on CRM systems Technology Management: o Stay current on CRM technology trends and recommend enhancements to improve system capabilities. o Explore and deploy use cases of adjacent technology such as ONA and Reputation Management. Reporting and Metrics: o Track and report on CRM performance metrics, providing actionable insights to leadership for strategic decision-making.at Practice, Client, Initiative and Opportunity Level o Deploy FP&A* skills to drive Budgeting and Tracking on Sales. o Track and model origination credits aggregated to Partner, Practices, Sectors and Officers. o Recommend ways to increase return on investment on Business Development spends. CANDIDATE PROFILE Education & Experience Bachelors/Masters degree in Business Administration, Marketing, Engineering, Law or a related field. Relevant certifications are a plus. 8-15 years post-qualification experience in managing CRM system such as Sales Force or LexisNexis. Experience in global law firm, professional services firms and partnership firms is an advantage. Competencies (Skills & Attributes) Detail-oriented mindset with a focus on data integrity and accuracy. Ability to adapt to evolving technologies and learn new CRM systems quickly. Prior experience in training and supporting CRM users is preferred. Strong communication and interpersonal skills to effectively collaborate with cross-functional teams and stakeholders. Excellent leadership, communication, and interpersonal skills, with a proven ability to collaborate effectively across departments. Experience in developing training programs and fostering a culture of data sharing in business development. Strategic thinker with strong project management skills and the ability to prioritize tasks effectively. Skills : - CRM LexisNexis SalesForce CRM Consulting Data Management Data Analysis

Job Summary: We are seeking a highly motivated and results-driven Business Development Executive with 35 years of proven experience in IT Sales. The ideal candidate will have a strong understanding of software and technology solutions, with a passion for client engagement, lead generation, and closing business deals. Key Responsibilities: Identify, qualify, and generate new business opportunities through various channels (cold calling, emails, networking, online platforms). Engage with clients to understand their IT needs and propose suitable solutions and services. Develop and maintain strong relationships with prospective and existing clients. Prepare and deliver business presentations and product demos to potential clients. Collaborate with pre-sales and technical teams to create tailored proposals and solutions. Meet and exceed monthly and quarterly sales targets. Maintain accurate records of all sales activities in CRM tools. Participate in business events, trade shows, and conferences for networking and lead generation. Stay updated with market trends, competitors, and industry developments. Qualifications: Bachelors degree in Business, Marketing, IT, or related field (MBA preferred). 3 to 5 years of experience in B2B IT Sales (preferably in software services, SAS, SaaS, or custom development). Strong understanding of IT products and solutions. Excellent communication, negotiation, and interpersonal skills. Self-motivated with the ability to work independently and as part of a team. Ability to travel locally as required.

Job Summary: We are seeking a results-driven and experienced Inside Sales Representative with expertise in selling cybersecurity solutions to the US market. The ideal candidate will have a strong understanding of cybersecurity products and services, a proven track record of achieving sales targets, and experience engaging with C-level executives and IT decision-makers. Key Responsibilities: Prospect, qualify, and generate new sales opportunities through social media, outbound calls, emails, and networking. Understand customer needs and recommend appropriate cybersecurity solutions. Develop and maintain a strong pipeline of potential clients. Conduct product presentations and demonstrations to prospective customers. Collaborate with the marketing team to execute targeted campaigns. Work closely with sales engineers and technical teams to address customer inquiries. Negotiate contracts and close sales deals to achieve assigned targets. Maintain accurate records in the CRM system and provide regular sales reports. Stay updated with industry trends and emerging cybersecurity threats. Requirements: Experience: 3+ years of inside sales experience in the cybersecurity industry, with a strong focus on the US market. Education: Bachelors degree in Business, IT, Cybersecurity, or a related field (preferred). Communication Skills: Excellent verbal and written communication skills with the ability to engage and persuade decision-makers. Sales Acumen: Proven track record of meeting or exceeding sales quotas. Technical Knowledge: Understanding of cybersecurity solutions such as endpoint security, network security, cloud security, and compliance frameworks. CRM Proficiency: Experience using CRM tools like Salesforce, Zoho, HubSpot, or similar platforms. Self-Motivated: Ability to work independently or in a team-oriented environment. Time Flexibility: Willingness to work US business hours. Preferred Qualifications: Prior experience in a fast-paced SaaS or technology sales environment. Technical or sales certifications in cybersecurity solutions. Experience working with Managed Security Service Providers (MSSPs) or cybersecurity vendors.

We are seeking enthusiastic and motivated freshers to join our sales team as Telecalling Sales Executives. The ideal candidate will be responsible for reaching out to potential customers, promoting our products/services, and converting leads into sales. This is an excellent opportunity to kickstart your career in sales. Key Responsibilities : - Make outbound calls to potential customers to generate leads. - Present and promote products/services to prospective clients. - Build and maintain positive relationships with customers. - Understand customer needs and provide appropriate solutions. - Maintain accurate records of calls and sales activities in the CRM system. - Meet or exceed monthly sales targets and performance metrics. - Collaborate with the sales team to develop effective sales strategies.

The Sales Executive will be responsible for identifying potential clients, understanding their needs, presenting and selling company products and services, and maintaining customer relationships. Additionally, the Sales Executive will be collaborating with the sales team to achieve targets and objectives. OFFICE TIME - 9:30 TO 66 DAYS WORKINGJOB Description Communicating, Selling and coordinating with customers Care for existing client groupsActive research and development of new customersAbility to listen to customer needs and offer them right solutionsImplementation of sales plansStrong communication and negotiation skills Ability to build and maintain customer relationships Proven sales experience and track record Knowledge of sales techniques and strategies Goal-oriented and self-motivatedExperience in the export/import industry is a plus Bachelor's degree in Business Administration or related field Calling existing and potential customers to persuade them to purchase company products and services. Contact potential or existing customers to inform them about a product or serviceanswer questions about products or the company Ask questions to understand customer requirements and close sales Enter and update customer information in the database Take and process orders in an accurate manner Handle grievances to preserve the companys reputation Go the extra mile to meet sales quota and facilitate future sales Keep records of calls and sales and note useful information continually meeting or exceeding daily and monthly sales targets with respect to call volume and sales. Building a strong relationship with the old and existing customers. Creating monthly sales reports and presenting them to the company management update the CRM System every day. Adhering to all the companys rules and regulations. Location - Bengaluru , Chennai , Hyderabad , Hosur , Visakhapatnam , Nagpur , Thane