Community Associate

• Position: CRM Executive

• Location: HSR, Bangalore.

• Working Days: 6 Days (Monday to Saturday). 

Job Summary

We are looking for a detail-oriented CRM Executive to manage customer data, support sales and operations teams, and ensure smooth handling of client information throughout the customer lifecycle. The role focuses on CRM data management, coordination, reporting, and improving customer experience.

Key Responsibilities

1. CRM Management & Data Handling

• Maintain and update customer records in the CRM system accurately.
• Track leads, opportunities, site visits, proposals, and closures.
• Ensure data hygiene, completeness, and accuracy across the CRM platform.

2. Sales & Business Support

• Support sales teams with lead allocation, follow-ups, and pipeline tracking.
• Coordinate between sales, operations, and finance teams for smooth deal closures.
• Update deal status, pricing details, agreements, and client documentation.

3. Client Coordination & Communication

• Build and maintain strong relationships with existing clients to ensure high satisfaction.
• Identify upselling and cross-selling opportunities for additional services, upgrades, and renewals.
• Coordinate with sales and operations teams to propose relevant services to existing clients.
• Track contract renewals, expansions, and retention timelines in the CRM system.
• Proactively engage with clients to reduce churn and improve long-term retention.
• Handle client feedback, escalations, and complaints to ensure timely resolution and continued engagement.

4. Reporting & MIS

• Prepare daily, weekly, and monthly CRM reports and MIS.
• Track conversion ratios, lead ageing, and sales performance metrics.
• Share insights with management for decision-making.

5. Process Improvement & Compliance

• Follow defined CRM processes and SOPs.
• Identify gaps in CRM usage and suggest process improvements.
• Ensure compliance with internal policies and data security guidelines.

Required Skills & Qualifications

• Graduate in BHM (Bachelor of Hotel Management) preferred.
• 2–5 years of experience as a CRM Executive.
• Hands-on experience with CRM tools (Salesforce, Zoho, HubSpot, or similar).
• Strong MS Excel skills.
• High attention to detail and strong follow-up skills.
• Experience in real estate, coworking, commercial office leasing, or service-based industries.