CRM Executive

Job Summary

  • Employment Status: Full time
  • Qualification/Education: Bachelor's degree in HR, MBA in HR, Business Management.
  • Job Location: Burhanpur HO
  • Gender: Any

Job Description

Responsible for tracking client and team follow-ups, monitoring emails and MRT activities, coordinating tasks through CRM and office tools, maintaining records and registers, and ensuring smooth workflow management for timely task completion.

Responsibilities

  • Track client/team compliance follow-ups and improve task closure speed
  • Monitor official email, centralized calls and MRT follow-ups
  • Implement task-flow strategies and organize SharePoint data
  • Maintain inward, outward and job-work registers
  • Use CRM and office tools for tracking and coordination

Education + Experience

  • B.Com / M.Com
  • GST & TDS certified

Skills

  • Client service orientation
  • Patience & empathy
  • Multitasking
  • Follow-up discipline

Task and Activities

  • Follow up with clients and internal teams for pending tasks.
  • Monitor official emails, centralized calls, and MRT updates.
  • Update and track tasks in CRM and workflow management systems.
  • Maintain inward, outward, and job work registers.
  • Organize and manage SharePoint data and documents.
  • Coordinate with departments to ensure timely task closure.
  • Prepare status updates and follow-up reports.
  • Ensure accurate record keeping and process compliance.
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