Job Description (JD) – CRM Executive

Position: CRM Executive

Department: Sales / Customer Relationship Management

Location: Coimbatore, Tamil Nadu

Employment Type: Full-Time

Experience: 2+ Years

Incentives: Performance-based incentives as per company policy

About the Role

We are looking for a proactive and customer-focused CRM Executive to manage customer relationships, coordinate sales activities, maintain CRM records, and ensure timely follow-up on leads and quotations. The ideal candidate should possess excellent communication skills, strong organizational abilities, and hands-on experience using CRM software to support the sales process.

Key Responsibilities

• Build and maintain strong relationships with prospective and existing customers.
• Handle customer enquiries via phone, email, and WhatsApp with prompt, professional responses.
• Maintain regular communication with customers throughout the sales cycle.
• Manage inbound and outbound sales leads effectively.
• Assign, update, track, and follow up on leads using the CRM system.
• Ensure all qualified leads are attended to and followed through to closure.
• Coordinate with the sales team to understand and fulfill customer requirements.
• Prepare, send, and follow up on quotations.
• Schedule product demonstrations, customer meetings, and machine trials.
• Support the sales team in converting leads into confirmed orders.
• Maintain accurate customer, lead, and sales data in the CRM.
• Update customer interactions, quotations, follow-ups, and deal stages regularly.
• Generate daily, weekly, and monthly CRM and sales performance reports.
• Ensure CRM data accuracy, completeness, and quality.
• Address customer concerns professionally and coordinate with internal teams for timely resolution.
• Deliver a positive customer experience throughout the customer journey.
• Maintain daily activity, sales pipeline, and follow-up reports.
• Track customer conversions, pending opportunities, and sales progress.
• Provide management with regular CRM performance and sales status updates.

Requirements

Required Qualifications

• Bachelor's degree in Business Administration, Commerce, Marketing, or a related field.
• Minimum 2 years of experience in CRM, Inside Sales, Sales Coordination, or Customer Service.

CRM Knowledge

• Experience with Zoho CRM, Zoho Bigin, Salesforce, HubSpot, or any similar CRM software.

Technical Skills

• CRM and lead management
• Customer follow-up and communication
• Quotation management
• Microsoft Excel and Word
• Email handling
• Basic computer skills
• Data entry and documentation

Required Skills

• Good communication skills
• Customer handling and relationship management
• Sales coordination
• Strong follow-up skills
• Time management
• Problem-solving
• Teamwork
• Attention to detail
• Ability to handle multiple customers

Language Requirements

• Required: English, Tamil, Hindi
• Preferred: Malayalam

Benefits

Why Join Us?

• Career Growth Opportunities
• Performance-Based Incentives
• Professional Work Environment
• Hands-on Experience with Leading CRM Platforms
• Continuous Learning & Development
• Opportunity to Work with a Dynamic Sales Team