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Experience: 1–2 Years
Location: Jaipur
Employment Type: Full-Time
Industry: Digital Marketing Agency
Job Overview:
We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.
Key Responsibilities:
- Coordinate with different internal teams to ensure timely task completion.
- Track project activities, deadlines, pending tasks, and deliverables.
- Maintain and regularly update CRM with accurate client and lead information.
- Manage follow-ups with internal teams and clients.
- Track client requirements, feedback, approvals, and pending information.
- Ensure proper client onboarding and handover between teams.
- Monitor CRM follow-ups and ensure no leads or client activities are missed.
- Identify process delays and escalate issues to the concerned manager.
- Prepare daily/weekly MIS and process reports for management.
- Maintain trackers, documentation, and process records.
- Support the team in improving internal processes and workflow efficiency.
Requirements:
- 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
- Good knowledge of Excel/Google Sheets and CRM tools.
- Strong communication and follow-up skills.
- Excellent organizational and time-management abilities.
- Ability to coordinate with multiple teams simultaneously.
- Strong attention to detail and problem-solving skills.
- Basic understanding of digital marketing is preferred.
- Ability to work in a fast-paced agency environment.
Key Skills:
CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation
JOB DESCRIPTION – PROCESS COORDINATOR
JOB OVERVIEW:
We are looking for an active, smart, proactive, and client-focused Process Coordinator who can effectively manage core operations, coordinate with internal teams and clients, identify opportunities for process improvement, and contribute to business growth through smart cross-selling and solution-selling approaches.
The ideal candidate should have strong communication and coordination skills, take ownership of tasks, be proactive during meetings, and have the ability to manage multiple responsibilities efficiently.
Key Responsibilities:
- Manage and coordinate day-to-day core operational processes to ensure smooth and timely execution.
- Act as a key point of contact for clients, maintaining professional communication and ensuring their requirements are properly understood and addressed.
- Coordinate with internal teams to ensure tasks, deliverables, and client requirements are assigned and completed within timelines.
- Proactively participate in client and internal meetings, contribute ideas, ask relevant questions, and ensure important action points are captured.
- Prepare and circulate Minutes of Meeting (MOM) with clear discussion points, decisions, responsibilities, and deadlines.
- Assign tasks to respective team members and follow up regularly to ensure timely completion.
- Prepare and maintain daily, weekly, and monthly reports related to operations, tasks, client requirements, and team performance.
- Monitor ongoing processes and identify gaps, bottlenecks, and areas for improvement.
- Contribute proactively to process optimization and improvement initiatives to increase efficiency and productivity.
- Maintain accurate and updated CRM records, including client interactions, follow-ups, requirements, tasks, and status updates.
- Understand client requirements and proactively suggest relevant services, solutions, or value-added offerings wherever applicable.
- Identify opportunities for smart cross-selling and solution selling without compromising client relationships.
- Maintain regular follow-ups with clients and internal teams to ensure smooth project/process execution.
- Escalate issues, delays, or operational challenges to the concerned stakeholders in a timely manner.
- Ensure proper documentation and tracking of processes, tasks, meetings, and client communications.
Requirements& Qualifications:
.
- :Excellent verbal and written communication skills.
- Strong client handling and relationship management skills.
- Highly proactive, energetic, and solution-oriented approach.
- Strong coordination, task management, and follow-up skills.
- Ability to confidently participate and contribute in meetings.
- Good understanding of CRM processes and customer lifecycle management.
- Strong analytical and problem-solving abilities.
- Ability to identify opportunities for cross-selling and solution selling.
- Proficiency in MS Excel/Google Sheets, MS Office/Google Workspace, and CRM tools..
- Strong ownership, accountability, and attention to detail.
Essential Duties and Responsibilities:
Job Description:
- It’s a Client facing role with a proven experience into security or backup solution sales.
- Meet Monthly/ Quarterly/Yearly target of customer meetings and sales target.
- Identify and close deals into SMB/Enterprise segment.
- Manage a healthy relationship with the OEMs.
- Must have a good understanding of IT Security solutions (Endpoint/Networking/Data Security, DLP, Backup, NGF, MDM, Helpdesk, Asset etc) or backup solutions (server backup, desktop/ laptop backup, replication)
- Sell data security and data backup solutions to corporate customers of Jaipur and Mumbai.
Skill Requirements:
Good communication skills.
Mandatory Requirement
At least 2 years’ experience of selling data security or data backup solutions to corporate customers of Jaipur from Jaipur and from Mumbai to Mumbai
Education and/or Work Experience Requirements:
- At least 2 years’ experience of selling data security or data backup solutions to corporate customers of Jaipur from Jaipur and from Mumbai to Mumbai.
- Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.
- Ability to work independently and to carry out assignments to completion within parameters of instructions given.
Job Requirements:
Minimum Experience: 2 years
Working Days: 6 days Monday to Saturday (3rd Saturday off)
Salary: As per market standards plus incentives
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