Senior CRM Executive
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Monthly Salary:
Experience Required:
Posted:
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Job Summary
1. Client Relationship & Communication -
Act as the primary relationship manager for top clients.
Regularly call clients to:
o Understand their requirements and expectations
o Confirm orders timelines and service details
o Resolve issues and complaints promptly
Maintain a professional solution-oriented tone in all interactions.
English communication is acceptable at basic to moderate level ; clarity and professionalism are more important.
2. Order Management (Order Raising to Dispatch)
Receive and raise orders from clients via phone email or CRM system.
Verify order details: quantities pricing delivery location timeline special requirements.
Coordinate internally with:
o Operations / production teams
o Dispatch / logistics teams
o Finance / billing teams
Ensure that:
o Orders are correctly entered in the system
o All necessary documents (order forms approvals contracts) are collected and stored
o Dispatch is planned and executed as per agreed timelines
3. Document Invoice & Payment Handling
Prepare review and manage:
o Invoices
o Delivery challans / dispatch documents
o Order confirmations and related paperwork
Match invoices with:
o Confirmed orders
o Dispatch records
o Client agreements / contracts
Follow up on payment status:
o Track pending payments
o Contact clients for payment reminders
o Coordinate with finance for reconciliation and receipt entry
Ensure order-to-payment visibility: the person should be able to see and manage the complete journey from order raising dispatch invoicing payment.
Use CRM software to:
o Maintain complete client profiles
o Log all calls orders issues and resolutions
o Track order status and payment status
Prepare regular reports for management:
o Top client order volumes
o Pending payments
o Delivery performance
o Client feedback and issues
5. Cross-functional Coordination
Work closely with:
o Sales team (for new order opportunities)
o Operations / production (for fulfillment)
o Logistics / dispatch (for timely delivery)
o Finance (for billing and payment tracking)
Act as the bridge between client and internal teams to ensure smooth execution.
37 years in:
o CRM / Account Management
o Hospitality industry (hotel banquet event F&B etc.)
o Corporate credit card / high-value B2B client management
o Or similar roles with end-to-end order-to-payment responsibility
Strong client handling and negotiation skills.
Ability to manage multiple top clients simultaneously.
Clear understanding of:
o Order processing
o Dispatch and logistics coordination
o Invoice and payment follow-up
Good document handling: invoices orders contracts dispatch notes.
Comfortable using:
o CRM tools
o Email and phone for client communication
o Basic Excel / MS Office for reporting
Required Skills:
Strong client handling and negotiation skills. Ability to manage multiple top clients simultaneously. Clear understanding of: o Order processing o Dispatch and logistics coordination o Invoice and payment follow-up Good document handling: invoices orders contracts dispatch notes. Comfortable using: o CRM tools o Email and phone for client communication o Basic Excel / MS Office for reporting
Required Education:
GRADUATE
