The purpose of the Customer Experience (CX) Executive is to ensure a seamless customer experience by maintaining updated client records, supporting CRM initiatives, and driving client retention through regular communication and reporting. The role also involves coordinating across departments to meet business objectives.X`
Key Responsibilities
Maintain and update client information regularly in CRM tools (preferably Zoho).
Support the Senior CRM Manager in defining and developing the client retention strategy, roadmap, and budgeting process.
Conduct regular status meetings with internal stakeholders and maintain open channels of communication with field teams.
Send quarterly connects, event invitations, and marketing communications to clients.
Ensure accuracy and organization of customer data using Microsoft Excel and Zoho.
Track KPIs and work toward achieving defined client retention goals.
Collaborate with operations and product managers to prioritize client needs and internal projects.
Follow best practices to ensure data is documented, readable, maintainable, and aligned with compliance standards.
Stay updated with current trends, tools, and information relevant to customer experience management.
Learn and apply sales techniques to grow professionally within the sales ecosystem.
Key Skills & Competencies:
Proficiency in Microsoft Excel (pivot tables, charts, data cleaning, etc.)
Knowledge of CRM platforms (Zoho preferred)
Strong communication and interpersonal skills
Detail-oriented and data-driven mindset
Ability to prioritize and multitask across different projects
Eagerness to learn and grow professionally
Cooperative and proactive attitude
Preferred Qualifications
Bachelors degree in Marketing, Business Administration, or a related field
1–2 years of experience in a CX or CRM-related role
Preferred candidate profile
Perks and advantages
📌 Customer Cx Executive Crm Role Nariman Point Mumbai (India)
🏢 SPINO TECHNOLOGIES
📍 India
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