Job Description – CRM (Customer Relationship Management)

Department: Sales / Customer Relations

Location: Pisoli, Pune

Experience: 1–3 Years

Employment Type: Full time

Job PurposeTo ensure smooth order coordination, material dispatch, logistics, customer communication and payment follow-up, while maintaining strong relationships with customers and internal stakeholders.

Key Responsibilities

· Coordinate material dispatches as per customer requirements and delivery schedules.

· Plan and coordinate logistics, transportation and delivery with internal teams and transporters.

· Track shipments and provide timely delivery updates to customers and stakeholders.

· Coordinate with Production, Stores, Accounts, Sales and Dispatch teams for smooth order execution.

· Follow up with customers and relevant stakeholders for pending payments and outstanding receivables.

· Maintain accurate records of orders, dispatches, deliveries, invoices and payment status.

· Handle customer queries related to orders, deliveries, documentation and payments.





· Ensure timely sharing of invoices, e-way bills, delivery challans and other required documents.

· Monitor pending deliveries, delayed orders and payment issues and escalate them to management when required.

· Maintain regular communication with customers to ensure customer satisfaction and timely closure of issues.

· Prepare regular MIS reports for dispatch, logistics, collections and pending orders.

Required Skills

· Strong communication and follow-up skills.

· Good coordination and organizational abilities.

· Basic understanding of logistics, dispatch and billing processes.

· Proficiency in MS Excel / Google Sheets and CRM/ERP systems.

· Strong attention to detail and ability to manage multiple follow-ups.

Key KPIs

· On-Time Dispatch & Delivery

· Payment Collection / Outstanding Follow-up

· Order & Delivery Accuracy

· Customer Query Resolution

· Logistics Cost & Coordination Efficiency

📌 CRM Executive (Pune)
🏢 Dreamspan Ventures
📍 Pune