CRM Executive - Client Relationship Business Support Location Chennai Experience 1-5 Years Notice Period Immediate Joiner Preferred Job Type Full time Permanent Work Mode In-Person Job Summary We are seeking a highly organized customer-centric and detail-oriented CRM Executive to manage the end-to-end customer relationship lifecycle This role requires strong communication analytical skills CRM expertise and the ability to manage multiple clients simultaneously The CRM Executive will ensure that every customer interaction is tracked documented and optimized while supporting sales operations and delivery teams in providing a superior customer experience The ideal candidate should be someone who is passionate about customer engagement maintaining data accuracy driving retention initiatives and ensuring smooth internal coordination to meet client expectations Key Objectives of the CRM Role Maintain complete accuracy and hygiene of CRM data Strengthen ongoing client relationships through continuous communication Improve customer satisfaction retention and engagement Support sales and business teams by managing pipelines and follow-ups Facilitate seamless coordination between clients and internal teams Provide timely reporting and insights for management decisions Detailed Responsibilities1 CRM Data Management Operations Manage customer profiles leads activities deals and communication logs within the CRM Ensure 100 accuracy of customer information pipeline stages follow-up notes and opportunity status Monitor CRM dashboards daily to ensure timely updates and error-free reporting Detect inconsistencies in CRM entries and correct them proactively Coordinate with teams to ensure all activities and client interactions are logged properly 2 Client Relationship Management Build strong long-term relationships with clients through qualified communication Understand client requirements pain points expectations and service challenges Handle daily client communication via calls emails and scheduled follow-ups Act as a single point of contact SPOC for client queries and escalations Conduct periodic check-ins with clients to monitor satisfaction and gather feedback Assist clients in issue resolution by coordinating with respective internal teams 3 Lead Pipeline Coordination Support sales teams by managing inbound and outbound leads Conduct follow-ups on open leads revive dormant leads and ensure no lead is missed Track each lead s progression across the sales cycle and update CRM stages accordingly Send reminders follow-up emails and status updates on behalf of sales teams Work with the Business Development team to identify cross-sell and upsell opportunities 4 Sales Support Pre-Sales Activities Assist in proposal creation client documentation quotations and presentations Maintain a tracker for proposal status follow-ups closures and renewals Schedule sales meetings demos and client interactions Coordinate internally with technical HR and recruitment teams for requirement fulfilment Prepare pre-sales materials such as brochures introductory emails and service descriptions 5 Reporting Analytics Insights Generate daily weekly and monthly CRM activity reports Prepare dashboards for lead conversion pipeline health client engagement and follow-up performance Analyze customer behavior patterns to highlight potential risks or missed opportunities Prepare MIS reports for management reviews Present insights on lead quality client response and campaign effectiveness 6 Customer Service Retention Activities Conduct onboarding sessions for new clients and explain service workflows Track client satisfaction and alert management on early signs of dissatisfaction Manage renewals follow-ups and long-term relationship strategies Ensure timely resolution of client complaints by coordinating with the support ops team Maintain a retention tracker and propose initiatives for customer loyalty 7 Internal Collaboration Work closely with Sales Operations HR Recruitment Delivery and Support teams Share client updates feedback and urgent requirements with relevant departments Ensure deliverables align with client expectations and internal SLAs Participate in team meetings and contribute to planning and process improvements Required Skills Qualifications Bachelor s degree in Business Administration Marketing HR or a related domain 1-5 years of experience as CRM Executive Client Relationship Coordinator Sales Support Executive or similar role Strong understanding of CRM software Zoho HubSpot Salesforce Freshsales etc Excellent communication skills verbal written Strong follow-up discipline and customer-first mindset Proficient in MS Excel Google Sheets reporting dashboards and CRM analytics Ability to multitask and manage multiple clients simultaneously Positive attitude problem-solving approach and good presentation skills Experience in IT services software sales or staffing industry preferred Mandatory Skills Client Relationship Management o Lead Follow-up o CRM Tools o Sales Coordination o Customer Engagement o Data Management o Reporting o Communication o Negotiation o Documentation o Lead Nurturing Job Types Full-time Permanent Pay 20 909 53 - 51 057 63 per month Work Location In person

📌 Crm Executive (Tamil Nadu)
🏢 Mobile Programming India
📍 Tamil Nadu