We are looking for a proactive and customer-focused CRM & Demo Booking Executive to manage software demo scheduling, client follow-ups, and onboarding coordination. The ideal candidate should have good communication skills, basic computer knowledge, and the ability to coordinate with clients and internal teams efficiently.
Key Responsibilities
- Contact interested leads through phone calls, WhatsApp, email, or CRM.
- Schedule software demos with potential clients.
- Coordinate with the sales team for demo appointments and follow-ups.
- Maintain accurate client records in the CRM system.
- Assist clients during the onboarding process after software purchase.
- Resolve basic client queries or coordinate with the support team.
- Track demo status, follow-up activities, and onboarding progress.
- Prepare daily and weekly reports of demos booked and clients onboarded.
Requirements
- Bachelor’s degree in any discipline.
- 0–3 years of experience in CRM, customer support, telecalling, inside sales, or client coordination.
- Excellent communication skills in Hindi and English .
- Basic knowledge of MS Excel, Google Sheets, and CRM software.
- Good follow-up, coordination, and time management skills.
Preferred Skills
- Experience in software, SaaS, IT services, or CRM-related roles.
- Ability to build rapport with clients and maintain professional communication.
Pay: ₹12,000.00 - ₹20,000.00 per month
Location:
- Jorasanko, Kolkata, West Bengal (Required)
Work Location: In person
