Job Description

About the Role

We are looking for a

CRM & Sales Operations Executive

who will manage and maintain strong relationships with customers and internal teams, ensuring smooth communication, follow-ups, and customer satisfaction.
This role acts as a

bridge between the company, clients, and the sales team

, handling all documentation, CRM updates, and operational coordination.

Key Responsibilities

Manage and maintain

customer relationships

to ensure satisfaction and retention. Send

application forms, agreements, and related documents

to clients. Ensure

complete and accurate documentation

for each client. Update and maintain all client details in the

CRM system

. Coordinate with the

sales team

for

daily reporting, lead follow-ups, and target tracking

. Generate and share

daily, weekly, and monthly reports

with management. Ensure smooth communication between clients, the sales team, and management. Follow up with customers and sales executives to close pending documentation and updates.

Key Skills

Excellent

communication and coordination

skills Strong

customer service

mindset Proficient in

CRM tools (Zoho / HubSpot / Salesforce, etc.)

Good command of

MS Office (Excel, Word, PowerPoint)

Attention to detail and strong follow-up ability Organized, process-oriented, and proactive

Qualifications

Bachelor's degree in

Business Administration, Marketing, or related field

1-3 years

of experience in

CRM, Sales Coordination, or Operations Support

Experience in handling

sales documentation or customer communication

preferred

Why Join Us

Opportunity to work in a dynamic, fast-paced sales environment Exposure to CRM systems and end-to-end sales operations Growth-oriented culture with strong teamwork and collaboration
Job Type: Full-time

Pay: From ₹15,000.00 per month