CRM Executive (Client Relationship & Progress Partner) (Kolkata)

CRM Executive (Client Relationship & Progress Partner) (Kolkata)

30 Oct
|
Institute Of NeuroDevelopment
|
Kolkata

30 Oct

Institute Of NeuroDevelopment

Kolkata

Location : Sovabazar, Kolkata Organisation : Institute of NeuroDevelopment (IND) Employment Type : Full-Time Experience Required : Minimum 2-4 years in CRM / Client Servicing / Relationship Management roles

About the Institute of NeuroDevelopment (IND)

The Institute of NeuroDevelopment (IND) is a mission-driven organisation working in the domain of child development and parent empowerment. Through structured programmes, implementation systems, and accountability-based coaching, IND enables families to move from confusion to clarity and toward measurable developmental progress.

The CRM team plays a critical role in ensuring that families do not just enroll — they implement, progress, and advance through the appropriate stages of support.

Role Overview

We are looking for an experienced CRM Executive who will act as a Progress Partner for enrolled families across different levels of our programmes.

This is not a passive customer service role. It is an active engagement role requiring structured follow-up, accountability tracking, emotional intelligence, and systematic documentation.

The CRM Executive will:

- Ensure smooth onboarding
- Track implementation and compliance
- Maintain consistent engagement
- Identify upgrade readiness
- Facilitate movement to higher-level programmes when applicable

Key ResponsibilitiesA. Onboarding & Client Integration

- Ensure new joinees are smoothly integrated into their respective programme level.
- Communicate structure, expectations, timelines, and checklists clearly.
- Act as the primary point of contact for enrolled families.

B. Progress Tracking & Accountability





- Track implementation of assigned action steps and checklists.
- Conduct regular follow-ups to ensure compliance.
- Identify stagnation early and escalate where required.
- Maintain structured documentation in CRM systems.

C. Relationship Management

- Maintain consistent engagement with families.
- Understand evolving needs and concerns.
- Address queries or route them appropriately.
- Build trust while maintaining professional boundaries.

D. Upgrade & Progression Facilitation

- Identify readiness for higher-level programmes.
- Communicate upgrade opportunities appropriately.
- Coordinate with Sales or Programme Teams where required.
- Ensure seamless transition between programme levels.

E. Coordination with Internal Teams

- Work closely with clinical, operations, and sales teams.
- Ensure client requirements are communicated clearly.
- Track payment schedules and coordinate on overdue installments if applicable.

F. Documentation & Reporting

- Maintain accurate CRM records.
- Generate progress summaries where required.
- Track retention and movement metrics.

Required Skills & CompetenciesMust-Have

- Prior experience in CRM, relationship management, counselling coordination, or service-sector client engagement
- Solid follow-up discipline
- Structured thinking and documentation ability




- Good communication skills (verbal and written)
- Emotional intelligence and empathy
- Ability to manage multiple clients simultaneously

Preferred

- Experience in education, healthcare, therapy, coaching, or service organisations
- Familiarity with CRM software
- Ability to handle sensitive conversations

Who This Role Is For

This role suits professionals who:

- Enjoy working closely with people
- Can combine empathy with accountability
- Are structured and disciplined
- Want to grow in client engagement and programme management

Growth Prospects at IND

High performers in this role can grow into:

- Senior CRM Lead
- Programme Coordination Lead
- Client Experience Head
- Operations Leadership roles

IND actively develops individuals who demonstrate ownership, reliability, and strategic thinking.

Why Join IND

You will directly impact the consistency and success of families navigating their child’s developmental journey. Your work will ensure that effort translates into measurable progress.

If you’d like, I can next provide:

- KPI structure for CRM Executive
- Interview questions & evaluation rubric
- 30-60-90 day roadmap
- Incentive model aligned to retention and upgrade

Job Types : Full-time, Permanent

Pay: ₹10,460.60 - ₹20,971.70 per month

Benefits :

- Cell phone reimbursement
- Internet reimbursement
- Paid sick time
- Paid time off

Education :

- Bachelor's (preferred)

Experience :

- Customer relationship management: 1 year (preferred)

Language :

- Bengali (preferred)

Work Location: In person

📌 CRM Executive (Client Relationship & Progress Partner) (Kolkata)
🏢 Institute Of NeuroDevelopment
📍 Kolkata

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