Our client is a leading holistic wellness organization dedicated to transforming lives through evidence-based nutrition, lifestyle, and integrative health coaching.

Key Responsibilities

- Manage and maintain lead data, allocation, referrals, and CRM updates.
- Coordinate client onboarding and PDMR completion for seamless program initiation.
- Handle CRM-related issues by coordinating with the IT team.
- Process refunds, program transfers, and ensure accurate backend documentation.
- Track installment payments, invoices, and coordinate with Finance.
- Maintain employee referral records and prepare monthly payout reports.
- Support daily sales operations, maintain trackers, and drive process improvements.

Desired Candidate Profile

- Bachelor's degree in Business Administration, Commerce, Management, or a related field.
- 1–3 years of experience in Sales Operations, Customer Success,



CRM Administration, or Backend Operations.
- Strong knowledge of CRM tools (Zoho, Salesforce, HubSpot, or similar) and Microsoft Excel.
- Excellent communication, coordination, and stakeholder management skills.
- Highly organized with solid attention to detail and problem-solving abilities.
- Ability to multitask, manage deadlines, and work effectively in a fast-paced environment.
- Customer-focused mindset with a proactive approach to process improvement.

Contact Person:
Tithi Sadhu
[email protected]

Skills CRM, Customer Support, customer support executive, mis reports, excel, customer handling, support sales tea, support sales team, zoho crm

📌 Customer Support Agent (India)
🏢 Our Client
📍 India