to manage end-to-end lead handling, client engagement, and post-sales follow-up. The ideal candidate will have excellent communication skills, strong knowledge of CRM tools, and the ability to collaborate across teams to ensure customer satisfaction and business growth.
Key Responsibilities
Lead Generation
Create campaigns for promotional emails and WhatsApp to potential and existing databases.
Lead Management
Collect leads from multiple sources (website, campaigns, events, WhatsApp, outbound, exhibitions, references, etc.).
Enter leads into the CRM module and tag them accurately by source and category.
Lead Qualification
Assess leads and categorize them as Pursue, Hold, or Reject based on SOP.
Ensure timely follow-ups and maintain an updated lead dashboard.
Demo Coordination
Schedule product demos by coordinating with Sales and Tech teams.
Share complete lead information and ensure proper client briefing.
Sales Support
Gather structured feedback post-demo.
Address objections in coordination with Sales/Product teams.
Assist in sharing quotations and Scope of Work.
Client Onboarding
Manage the onboarding checklist -- collect KYC, agreements, order confirmations, and ensure payment coordination.
Document client needs and customization requests.
Implementation Handover
Prepare and share detailed client handover documents with the Implementation Team.
Introduce the Implementation Manager to the client and track onboarding status.
Post-Sales Engagement
Conduct weekly follow-ups for the first 3 months to gather feedback, monitor support issues, and ensure smooth implementation.
Support Monitoring & Reporting
Log issues, track resolution with support teams, and ensure client acknowledgment.
Submit monthly feedback and issue resolution reports.
Required Skills & Qualifications
Knowledge of customer acquisition and retention strategies
Exceptional verbal and written communication skills
Strong social and emotional awareness to adapt interactions to customers
Extensive product knowledge
Ability to collaborate well with cross-functional teams
Analytical and data-driven mindset
Ability to work in a fast-paced environment while managing multiple tasks
* Proficiency in CRM software
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