- Highly numerate with excellent proficiency in Microsoft Excel
- Support the Senior CRM manager to define and develop the retention strategy, roadmap and budget that will achieve targets and KPIs
- Ensuring that client information is most updated in CRM tools
- Lead regular status meetings and glean field input through regular connects
- Develop further as skilled sales rep by acquiring working knowledge and selling techniques
- Proficient in Zoho and Excel preferred
- Work closely with operations and product managers to effectively prioritize projects to fit business needs
- Follow standard practices, keeping data organized, readable, maintainable, and documented
- Remain current on new and updated information
- Manage the sending of the Quarterly connects and other marketing invitations to client.
- Bright and willing to learn
Experience
2 - 3 years
Key Skills
- Microsoft Excel
- Zoho
- CRM tools
- retention strategy
- sales techniques
- data organization
- prioritization
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