Job Description (JD) – CRM Executive / CRE
Company: V S Timbers
Department: Sales & Customer Relationship Management
Reporting To: Sales Head
Job Summary
The CRM Executive / Customer Relationship Executive (CRE) is responsible for managing inbound and outbound customer interactions, lead follow-ups, appointment coordination, and sales support activities. The role ensures effective lead management, proper CRM system maintenance, smooth coordination between clients, dealers, and the sales team, and contributes actively toward sales conversion and customer satisfaction.
The position plays a key role in organizing daily workloads, monitoring follow-up activities, supporting sales closures, and providing management with accurate reports and insights for decision-making.
Key Responsibilities
1. Team & Workload Management
- Prepare and plan the daily workload for CRM team members.
- Assign leads, follow-ups, and customer tasks to the team based on priority and workload.
- Monitor team productivity and ensure timely completion of assigned tasks.
- Share the daily work plan and activity status with the Sales Head.
2. Lead Management & Customer Follow-Up
- Handle inbound and outbound customer calls professionally.
- Follow up on new leads generated through various channels.
- Manage expected follow-ups and maintain proper communication timelines.
- Track customer inquiries and update lead status regularly.
- Maintain strong customer relationships to improve conversion rates.
3. Appointment Coordination
- Schedule and coordinate customer meetings and site visits for Sales Executives.
- Confirm appointments and ensure proper communication between customers and sales teams.
- Follow up with customers after visits to collect feedback and assess interest levels.
4. Sales Support & Deal Closure
- Follow up on quotations shared with customers.
- Coordinate with the sales team to support negotiation and conversion activities.
- Take initiative in closing potential deals through continuous customer engagement.
- Assist the sales team in achieving monthly and yearly sales targets.
5. Coordination & Communication
- Coordinate effectively with sales executives, dealers, and clients for smooth operations.
- Ensure timely communication regarding customer requirements, updates, and commitments.
- Resolve customer concerns and escalate issues to the Sales Head when necessary.
6. CRM Software Management
- Maintain and update the CRM software accurately and regularly.
- Ensure all lead details, follow-ups, customer interactions, and sales updates are properly recorded.
- Generate customer databases and maintain data accuracy.
- Monitor lead pipeline and sales conversion stages within the CRM system.
7. Reporting & Management Support
- Prepare daily, weekly, and monthly reports related to leads, follow-ups, appointments, and sales status.
- Share performance reports and customer insights with top management.
- Provide data and analysis to support management decision-making.
- Highlight pending leads, critical follow-ups, and sales opportunities to management.
Key Skills & Competencies
- Strong communication and interpersonal skills
- Customer relationship management skills
- Sales coordination and follow-up capability
- Team coordination and task management
- Good negotiation and convincing skills
- CRM software handling knowledge
- Reporting and documentation skills
- Problem-solving and decision-making ability
- Time management and multitasking
Educational Qualification
Bachelor’s Degree in Business Administration, Marketing, Sales, or related field preferred.
Experience
1–5 years of experience in CRM, customer service, tele-calling, or sales coordination roles preferred.
Pay: ₹20,000.00 - ₹25,000.00 per month
Work Location: Remote
