Role Overview

- The Employee shall be responsible for supporting the Companys CRM, sales coordination, client servicing, and account management functions.

- The role requires effective coordination with clients, the sales team, and internal teams to ensure accurate data management, timely follow-ups, smooth execution of client requirements, and continued client engagement.

Who You Are

- 3-5 years of experience in CRM, Sales Coordination, Client Servicing, or Account Management.

- Strong communication, coordination, and relationship-management skills.

- Prior hands-on experience in Meta Marketing is mandatory.

- Please do not apply if you do not have relevant Meta Marketing experience.

- Highly organised, detail-oriented, and proactive with a strong follow-up mindset.

- Comfortable managing multiple leads, clients, and priorities simultaneously.

- Experience with CRM tools, spreadsheets, trackers, and reporting.

- Experience with D2C, e-commerce, or digital marketing is preferred.

What You'll Do:

- Manage and maintain accurate CRM, lead, client, and sales pipeline records.

- Coordinate with the sales team on lead follow-ups, updates,



and pipeline tracking.

- Manage client communication, account coordination, follow-ups, and day-to-day requirements.

- Act as a bridge between clients and internal teams to ensure smooth execution.

- Schedule and coordinate client calls, meetings, reviews, and follow-ups.

- Track client requirements, pending tasks, and action items through to timely closure.

- Maintain client records, trackers, reports, proposals, and presentations.

- Identify and resolve gaps in CRM, sales, and client data.

- Support client retention and business growth through robust relationship management and identifying repeat-business opportunities.

- Maintain strict confidentiality of client and Company information.

- Support CRM and account management process improvements and take up other responsibilities assigned by management.

- Travel occasionally for official meetings or client interactions, as required.

Location - Mumbai, Delhi / NCR, Bengaluru , Kolkata, Chennai, Hyderabad, Ahmedabad, Pune, Remote

📌 CRM & New Business CoordinatorC (Bengaluru)
🏢 Catalys
📍 Bengaluru