Customer Experience (CX) Executive
Job Summary
CRM Executive Duties & Responsibilities
Sample responsibilities for this position include:
Highly numerate with excellent proficiency in Microsoft Excel
Support the Senior CRM manager to define and develop the retention strategy roadmap and budget that will achieve targets and KPIs
Ensuring that client information is most updated in CRM tools
Lead regular status meetings and glean field input through regular connects
Develop further as professional sales rep by acquiring working knowledge and selling techniques
Proficient in Zoho and Excel preferred
Work closely with operations and product managers to effectively prioritize projects to fit business needs
Follow standard practices keeping data organized readable maintainable and documented
Remain current on new and updated information
Manage the sending of the Quarterly connects and other marketing invitations to client.
Bright and willing to learn
Required Skills:
May Need To Travel Pan India For Site Visits Basic understanding of mechanical / civil / electrical drawings Proficiency in MS Excel Word and PowerPoint Basic knowledge of project planning and scheduling Understanding of installation processes (preferred) Good communication and coordination skills Email drafting and reporting skills ERP knowledge (good to have) Basic AutoCAD knowledge (preferred)