Job Description

Position Overview

The

CRM Executive

at Be the BEE plays a vital role in maintaining and enhancing client relationships, tracking engagement, and supporting retention strategies. This role ensures that client databases, campaign records, feedback loops, and communications are well-managed -- contributing directly to client satisfaction, loyalty, and repeat business.

Ideal for a detail-oriented communicator who thrives on

relationship-building

, this role demands both

operational efficiency

and

people-centric intuition

, especially within the dynamic environment of Indian advertising.

Key Responsibilities

1. Client Relationship Database Management

? Maintain an updated CRM system with contact information, communication history, campaign updates, and milestone logs.

? Segment clients based on campaign type, size, industry, and relationship value to support tailored communication and upselling.

? Doing regular follow up for payment from client.

2. Client Engagement & Communication

? Send periodic check-ins, festival greetings, newsletters, campaign reports, and follow-up notes to ensure warm and consistent communication with existing and potential clients.

? Track birthdays, anniversaries, milestones, and key dates to enhance personalization in client interactions.

3. Campaign Support & Feedback Tracking

? Post-campaign, collect client feedback and generate reports on satisfaction, outcomes, and areas for improvement.

? Maintain logs of issues, resolutions, and recommendations to support relationship enhancement.

4. Retention & Loyalty Programs

? Assist in planning and executing client appreciation programs, gifting, surveys, and exclusive previews of agency innovations or success stories.

5. CRM Analytics & Reporting

? Support senior leadership with CRM-driven insights that inform strategic growth and client outreach.

6. Tool & Data Administration

? Ensure all CRM-related tools are maintained, updated, and integrated with marketing and client servicing dashboards.

? Train new team members on CRM usage best practices.

Skills & Competencies

?

Relationship-Driven Mindset

: Prioritizes warmth, empathy, and proactive client communication.

?

Detail-Oriented

: Ensures records are complete, accurate, and timely.

?

Follow-Up Champion

: Doesn't let leads go cold or conversations fall through.

?

CRM Fluency

: Understands how CRM systems work and how to maximize them for relationship building.

?

Marketing Understanding

: Knows how campaigns connect to business outcomes and client goals.

Tools & Software

? CRM Platforms:

Zoho CRM, HubSpot, Salesforce, Bitrix24

or similar

? Reporting & Analysis:

Excel, Google Sheets, Data Studio (for NPS tracking)

? Email Tools:

Mailchimp, Gmail, Outlook

? Communication: WhatsApp for Business, Zoom, Slack

Qualifications

? Bachelor's degree in

Marketing

,

Business Administration

,

Mass Communication

, or related fields.

? 2-4 years of experience in a

CRM, client servicing, or customer engagement role

within advertising, media, or B2B services.

Regional/Cultural Expectations

? Understands Indian festival calendars, regional etiquette, and emotional cues in professional communication.

? Comfortable customizing CRM touchpoints for different tiers of clients - regional, national, or niche accounts.

? Familiarity with client lifecycle management within a creative services environment.

Job Types: Full-time, Permanent

Pay: ₹22,000.00 - ₹30,000.00 per month

Benefits:

Cell phone reimbursement Internet reimbursement Paid sick time Provident Fund
Ability to commute/relocate:

Kalighat, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Required)
Education:

Master's (Required)
Experience:

CRM software: 2 years (Required) SAP CRM: 2 years (Required)
Work Location: In person