Job Description

Job Title: CRM & Operations Executive

Department: Sales / Operations

Reporting To: Sales Manager / Operations Head

Job Summary

We are looking for a detail-oriented CRM & Operations Executive to manage customer data, track orders, handle outbound/inbound calls, prepare MIS reports, and ensure smooth communication between customers, sales, and internal teams. The role requires strong coordination, reporting, and follow-up skills.

Key Responsibilities

CRM Management

Maintain and update customer data in CRM systems accurately Track leads, opportunities, and customer interactions Ensure data hygiene and timely updates in CRM

Order Tracking & Coordination

Track orders from booking to delivery Coordinate with sales, logistics, and accounts teams for order execution Update customers on order status, delays, or changes

Calling & Customer Interaction

Make outbound calls to customers for follow-ups, confirmations, and feedback Handle inbound customer queries professionally Ensure high customer satisfaction through timely resolution

MIS & Reporting

Prepare daily, weekly, and monthly MIS reports Track sales performance, order status, and customer metrics Share reports with management and relevant stakeholders

Communication & Coordination

Act as a communication bridge between customers and internal teams Draft and respond to professional emails and messages Ensure clear, timely, and accurate information flow

Skills & Competencies

Proficiency in CRM tools (Salesforce, Zoho, or similar) Strong MS Excel / Google Sheets skills Excellent verbal and written communication skills Good follow-up and coordination abilities Attention to detail and problem-solving mindset

Qualifications

Graduate in any discipline 1-3 years of experience in CRM, sales operations, or customer support Experience in order processing or MIS reporting is an advantage
Job Type: Full-time

Pay: ?15,000.00 - ?30,000.00 per month

Work Location: In person