Customer Relationship Management Executive

Company Description

AlignBooks is a true cloud ERP platform built for growing businesses. We help companies manage accounting, billing, inventory, GST compliance, sales, purchase, HR, CRM, manufacturing, and other key business operations through one integrated platform.

We are looking for a proactive and well-organised CRM Executive who can manage customer interactions, maintain accurate customer data, support sales and marketing follow-ups, and help improve customer engagement across the AlignBooks ecosystem.

Role Description

The CRM Executive will be responsible for managing customer data, leads, follow-ups, CRM records, customer communication, and coordination between sales, support, implementation, and marketing teams. The role requires someone who is detail-oriented, comfortable with calling and follow-ups, and has good communication skills.

Key Responsibilities

• Manage and update customer and lead data in the CRM system.
• Track leads, enquiries, demos, follow-ups, and customer interactions.
• Coordinate with sales, support, and implementation teams for smooth customer handling.
• Call prospects and customers for follow-ups, feedback, renewals, product updates, and engagement campaigns.
• Maintain accurate records of conversations, requirements, status updates, and next steps.
• Support marketing campaigns by managing customer lists, campaign responses, and follow-up data.
• Assist in customer retention activities and help identify inactive or at-risk customers.
• Share regular reports on leads, follow-ups, conversions, customer responses, and pending actions.
• Ensure timely communication with customers through calls, emails, WhatsApp, and CRM updates.
• Help improve customer experience by ensuring no query or lead is missed.
• Support internal teams with data cleaning, segmentation, and CRM process discipline.

Required Skills

• Good verbal and written communication skills.
• Comfortable with calling, follow-ups, and customer coordination.
• Strong attention to detail and data accuracy.
• Basic understanding of CRM tools, Excel/Google Sheets, and customer databases.
• Ability to coordinate with multiple internal teams.
• Good organisational and time-management skills.
• Professional and polite customer-handling approach.
• Willingness to learn about ERP, SaaS, and business software.

Preferred Qualifications

• Graduate in any discipline.
• Prior experience in CRM, telecalling, customer coordination, sales support, or customer success.
• Experience in SaaS, ERP, software, accounting software, or B2B companies will be an added advantage.
• Basic knowledge of lead management, customer lifecycle, and follow-up processes.

Who Should Apply

This role is ideal for someone who enjoys speaking to customers, keeping things organised, following up consistently, and helping teams manage customer relationships better. The candidate should be responsible, process-driven, and comfortable working in a fast-paced software company.

What We Offer

• Opportunity to work with a growing Indian cloud ERP brand.
• Exposure to SaaS, ERP, sales, marketing, and customer success functions.
• Learning-oriented work environment.
• Hands-on experience with real business customers across industries.
• Growth opportunities within CRM, customer success, sales coordination, and marketing operations.