Customer Relationship Executive

Job Description

Role Description 1 . Lead Generation & Qualification : Identify and qualify leads through inbound and outbound calls, emails, and digital channels. Assess customer needs, preferences, and readiness to purchase. Maintain an organized pipeline of prospective clients. 2. Customer Engagement & Initial Consultation Communicate with potential customers to understand their requirements. Provide initial product information and highlight key benefits. Educate customers on how Whitelions smart home solutions can meet their needs. 3. Demo Meeting Scheduling & Coordination Schedule and coordinate product demo meetings with customers. Work closely with the sales team to ensure smooth execution of demo presentations. Follow up with customers post-demo to gather feedback and answer queries. 4. CRM Management & Data Accuracy Update and maintain customer interactions, lead progress, and demo scheduling details in the CRM system. Ensure accurate documentation of sales activities for reporting and analysis. 5. Collaboration with Sales & Marketing Teams Work alongside the sales team to optimize the pre-sales process. Support marketing initiatives by providing insights into customer needs and feedback. Assist in creating sales presentations, proposals, and other pre-sales materials. Required Skills, Knowledge and Attitude Knowledge: Understanding of sales processes, lead generation, and pre-sales strategies. Familiarity with home automation solutions and smart home technologies (preferred). Knowledge of CRM software, lead tracking, and reporting tools. Awareness of market trends, customer pain points, and competitive landscape. Basic technical knowledge to explain product features and benefits effectively. Skills: Communication Skills: Exceptional verbal and written communication to engage and persuade potential customers. Sales & Negotiation Skills: Ability to qualify leads, handle objections, and influence decision-making. Organizational & Time Management: Efficiently handle multiple prospects, follow-ups, and documentation. Collaboration & Teamwork: Work seamlessly with sales and marketing teams to drive conversions. Technical Proficiency: Comfortable using CRM tools, Microsoft Office, and digital communication platforms. Problem-Solving Ability: Proactively address customer inquiries and provide suitable solutions. Attitude: Customer-Centric Mindset: Passion for understanding customer needs and delivering value. Proactive & Self-Motivated: Take initiative in engaging leads and driving pre-sales efforts. Adaptability & Learning Approach: Willingness to learn and stay updated on product advancements. Resilience & Persistence : Ability to handle rejections and maintain a positive attitude. Detail-Oriented & Process-Driven: Commitment to accuracy and efficiency in lead management.