Industry Experience: Prior experience in agency, brand marketing, or media coordination preferred.
Work Experience: 1–2 years in client management, administration, or coordination roles (preferably in media/marketing).
Education: Bachelor’s Degree in business, marketing, communications, or a related field.
Responsibilities
- Act as the first point of contact for current inquiries via calls, emails, and forms.
- Screen leads and gather basic requirements before passing them to the BDM or Director.
- Update and maintain CRM records for all leads - new, old, and existing clients.
- Schedule meetings, send calendar invites, and coordinate with the internal team.
- Maintain call logs, update internal trackers, and ensure timely follow-ups.
- Document client requirements and ensure clarity for the proposal/research team.
- Assist in sending introductory decks, follow-up emails, and onboarding documents.
- Prepare weekly and monthly reports of lead status and team activity.
- Coordinate with marketing to ensure responses to campaigns are documented.
- Keep the Director and BDM informed about lead movement, call outcomes, and CRM status.
Key Performance Indicators (KPI)
- Prepare client agreement documents tailored to the specific project or client being onboarded.
- Number of leads filtered and passed to BDM monthly.
- CRM update compliance – all fields filled with accuracy and timeliness.
- Meeting scheduling efficiency – time from inquiry to booked meeting.
- Follow-up punctuality and completeness.
- Weekly report submission on lead and pipeline status.
- Response rate to new inbound calls or inquiries.
- Client interaction logs completed and maintained.
- Email communications sent with minimal revisions needed.
- Number of missed leads (should be zero).
- Team feedback on support provided.
Key Result Areas (KRA)
- Lead Filtering: Efficiently screen and pass quality leads to BDM/Director.
- CRM Management: Ensure all data is current, detailed, and accessible.
- Client Onboarding: Facilitate early client journey steps smoothly.
- Meeting Coordination: Help schedule meetings with minimal delays.
- Support Systems: Keep the sales department organised and well-informed.
- Data Documentation: Maintain structured notes and client preferences.
- Communication Support: Assist with early-stage email drafting and documents.
- Follow-Up Tracking: Ensure timely follow-ups happen post-meeting or call.
- Collaboration: Bridge communication gaps between marketing and sales.
- Reporting: Share timely reports for management review.
📌 Business Development Coordinator (Kochi)
🏢 Xpresso Global
📍 Kochi
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