Job Description

Data Sourcing and Management

Source and maintain accurate client and vendor contact details using phone calls, online platforms, and internal referrals. Create and update internal databases for clients, vendors, venues, and financial records across India. Organize structured data templates to ensure smooth coordination across departments. Maintain a

vendor experience record

(track both good and bad vendors for future decision-making). Follow an

Amazon Process Model mindset

-- clean, systematic information flow and zero error tolerance.

Sales Meetings (Client Communication)

Call clients regularly to share updates, gather feedback, and build strong, long-term relationships. Send thoughtful, personalized greetings (birthdays, anniversaries, etc.) to build rapport. Participate in a

daily 5:30 PM CRM review session (30 minutes sit-down)

with key stakeholders to align on updates and next steps.

Sales Proposals & Coordination

Ensure timely billing with close coordination between Accounts and CRM.

Bills must be sent to CRM once prepared

-- CRM is responsible for client communication thereafter. Document every interaction in CRM tools and maintain feedback sheets and call logs.

Information passing must be clean and documented

-- no verbal-only updates.

Sales Conversion & Follow-up

Ensure on-time collection

by managing follow-ups across Sales, Owners, and Accounts roles. Develop and maintain a clear

collection follow-up system

-- structured and owner-verified.

Collection should not be assigned to the wrong person

; hiring must align with communication skills and politeness. Follow up constantly but

politely

-- CRM should act as a relationship nurturer, not a pressure agent. CRM is directly responsible for calling the client for

payment follow-ups

, viewing

payments as a function of follow-up consistency

.

Client Coordination

Ensure every communication is logged properly (written/email/CRM entry).CRM has to give all updates to the Client from start to end. It has to be an Amazon Process Model. Respond to client queries promptly and professionally.

Competency RequirementsSkills Needed:

Fluency in English, Hindi & Gujarati Persuasion and rapport-building Phone and meeting etiquette Listening and questioning skills Consistency, patience, and empathy in follow-ups

Knowledge Areas:

MS Word, Excel, Google Sheets, CRM Internet research and data collection Wedding/event planning industry basics Billing systems, client documentation, and brand/vendor networks

Self-Image & Traits:

Confident and result-driven High energy with a go-getter mindset Honest, persistent, and always willing to learn Warm, hospitable, and client-friendly approach

Motivational Fit:

Passionate about growth and improving processes Strong belief in

win-win relationships and clear systems

Job Type: Full-time

Pay: ?9,000.00 - ?14,000.00 per month

Benefits:

Flexible schedule Paid sick time Work from home
Education:

Bachelor's (Required)
Language:

English (Required)
Work Location: In person