Full Job Description
Job Title: CRM & Project Manager
Company: The Balance Group
Location: Hyderabad (On-site)
Employment Type: Full-time
About The Balance Group
The Balance Group is a growing organization focused on delivering strong client outcomes through structured processes and proactive relationship management. We're looking for a CRM & Project Manager to own client relationships end-to-end while ensuring projects are delivered on time and to scope.
Role Overview
We're seeking someone who can wear two hats — managing client relationships as the primary point of contact, while also driving internal project execution across teams. This role suits someone highly organized, communicative, and comfortable juggling client expectations with operational delivery.
Key Responsibilities
Client Relationship Management
- Serve as the primary point of contact for assigned client accounts
- Build and maintain strong, long-term client relationships to ensure satisfaction and retention
- Manage client onboarding, regular check-ins, and account reviews
- Address client queries, concerns, and escalations promptly and professionally
- Identify upsell/cross-sell opportunities within existing accounts
- Maintain and update CRM records, client history, and communication logs
Project Management
- Plan, schedule, and oversee project timelines across multiple client accounts
- Coordinate between internal teams (creative, marketing, production) to ensure timely delivery
- Track project milestones, deliverables, and budgets; flag risks or delays early
- Prepare and share status reports/updates with clients and internal stakeholders
- Ensure quality control and adherence to client briefs before final delivery
- Maintain project documentation and process consistency across accounts
Requirements
- Bachelor's degree in Business Administration, Marketing, or related field (MBA preferred)
- 2–4 years of experience in client servicing, account management, or project coordination
- Strong proficiency with CRM tools (HubSpot, Zoho, Salesforce, or similar) and project management tools (Trello, Asana, Monday.com, or similar)
- Excellent communication, negotiation, and stakeholder management skills
- Highly organized with strong attention to detail and ability to multitask across accounts
- Problem-solving mindset with a proactive approach to client and project issues
What We Offer
- Direct client ownership and cross-functional exposure
- Collaborative, growth-oriented work environment
- Competitive compensation
Pay: ₹20,000.00 - ₹40,000.00 per month
Work Location: In person
