Job DescriptionPosition Hiring for: Client/Customer Service Executive
nLocation: BKC, Mumbai
nWhat are we looking for:
nWe are seeking an experienced Client Servicing Executive to manage B2B client relationships, ensure satisfaction, and drive growth opportunities. The role involves maintaining robust client connections, delivering exceptional service, and supporting sales efforts through effective coordination and reporting.
nKey Responsibilities:
n1. CRM ownership
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Own Treelife's CRM: data hygiene, pipeline stages, activity logging, and follow-up sequencesn
Set up and maintain lead lists, track outreach status, and make sure nothing slipsn
Build reports and dashboards to give visibility on pipeline healthn

n2. Calling and qualification
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Make discovery calls to understand a prospect's needs and qualify fit for Treelife's servicesn
Handle inbound inquiries, respond quickly, and move prospects to the next stagen
Brief senior team members before meetings with context and qualification notesn

n3. Sales coordination
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Manage client databases, making sure information is accurate and up to daten
Coordinate and schedule meetings, calls, and follow-ups for the sales teamn
Prepare and send proposals, agreements, and other client-facing documents in coordination with the advisory teamn
Track progress on sales prospects and make sure timely follow-through happensn

n4. Data management and reporting (MIS)
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Maintain and share regular pipeline and outreach reports with the teamn
Keep a comprehensive record of client interactions, outreach activity, and service outcomesn
Flag patterns and surface information that helps the team make better decisionsn

nWhat are the key requirements for the role?
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1 to 3 years of experience in SDR, business development, or inside sales (B2B preferred)n
Comfortable with CRM tools such as Pipedrive, Zoho, or Salesforce. Willingness to own it end to endn
Go

📌 Customer Service Executive Maharashtra
🏢 treelife
📍 Maharashtra