Job Description – Customer Relationship Manager (CRM)
Position: Customer Relationship Manager (CRM)
Location: Sector 34
Job Type: Full-time
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Role Summary
We are looking for a Customer Relationship Manager (CRM) to handle post-sales coordination, client follow-ups, and CRM management. This role ensures that every order moves seamlessly from confirmation to delivery while maintaining excellent communication with clients and internal teams.
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Key Responsibilities
1. Post-Sales Coordination
Act as the single point of contact for clients once the sales order is confirmed.
Coordinate with production, dispatch, and accounts teams to ensure on-time delivery.
Provide clients with regular updates on order status.
2. Sales & Client Follow-Ups
Track and follow up on pending client responses, approvals, and payments.
Ensure timely action on sales-related tasks to avoid delays.
Maintain structured daily/weekly updates for management.
3. Drawing & Documentation Follow-Ups
Follow up with clients for drawing approvals and clarifications.
Coordinate with the internal design team to ensure timely submission of drawings.
Keep complete records of approvals and changes.
4. CRM Software Management (Bitrix24)
Enter and update sales, orders, and follow-up details in CRM.
Ensure the CRM reflects accurate, real-time data for dashboards and MIS.
Assign and track tasks within the CRM system.
5. Proforma Invoices (PIs)
Prepare and share Proforma Invoices with clients.
Track PI confirmations, approvals, and payment status.
Maintain proper records of all invoices and related communications.
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Key Skills & Competencies
Excellent written and verbal communication skills.
Strong organizational and follow-up skills.
Ability to coordinate between multiple teams effectively.
Hands-on experience with CRM software (Bitrix24 preferred).
Attention to detail and ability to multitask.
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Qualifications & Experience
Graduate in any discipline (Business/Commerce preferred).
2–4 years of experience in customer handling, sales coordination, or CRM roles.
Experience in manufacturing / trading industry is an added advantage.
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Performance Indicators (KPIs)
% Orders delivered on-time.
% Client approvals/drawings received within deadlines.
Accuracy & completeness of CRM data.
Timely preparation and closure of PIs.
Client satisfaction (measured by feedback and repeat orders).
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Reporting Structure
Reports to: Sales/Operations Head.
Coordinates with: Production, Dispatch, Accounts, and Clients.
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Compensation
Competitive salary as per industry standards.
Performance-based incentives.