Position Hiring for: Client/Customer Service Executive Location: BKC, Mumbai

What are we looking for:

We are seeking an experienced Client Servicing Executive to manage B2B client relationships, ensure satisfaction, and drive growth opportunities. The role involves maintaining solid client connections, delivering exceptional service, and supporting sales efforts through efficient coordination and reporting.

Key Responsibilities:

1. CRM ownership

Own Treelife's CRM: data hygiene, pipeline stages, activity logging, and follow-up sequences

Set up and maintain lead lists, track outreach status, and make sure nothing slips

Build reports and dashboards to give visibility on pipeline health

2. Client Qualification

Make discovery calls to understand a prospect's needs and qualify fit for Treelife's services

Handle inbound inquiries, respond quickly, and move prospects to the next stage

Brief senior team members before meetings with context and qualification notes

3. Client Communication - Follow-ups & Co-ordination

Manage client databases,



making sure information is accurate and up to date

Coordinate and schedule meetings, calls, and follow-ups for the sales team

Prepare and send proposals, agreements, and other client-facing documents in coordination with the advisory team

Track progress on sales opportunities and make sure timely follow-through happens

4. Data management and reporting (MIS)

Maintain and share regular pipeline and outreach reports with the team

Keep a comprehensive record of client interactions, outreach activity, and service outcomes

Flag patterns and surface information that helps the team make better decisions

5. Project Coordination & Execution

Track projects, timelines, and deliverables across teams.

Follow up regularly to ensure closure of action items.

Key Requirements:

~ Bachelor’s degree in Business Administration, Marketing, or a related field.

~2+ years of experience in client servicing,

📌 Customer Services Team Leader (Mumbai)
🏢 treelife
📍 Mumbai