Position Overview:
The CRM (ACRM) plays a crucial role in supporting client success across immigration and education services. This position involves managing case documentation, maintaining strong client relationships, and contributing to a high success ratio through timely, accurate, and professional case handling. The ideal candidate is detail-oriented, customer-focused, and proactive in problem-solving—committed to delivering a seamless, positive experience for every client. Working closely with internal teams, the ACRM ensures each case is presented with care, clarity, and compliance from start to finish.
Roles & Responsibilities:
· Client-Centric Relationship Management
Act as a trusted partner to clients throughout their journey—via email, phone, and WhatsApp. Ensure they feel informed, heard, and supported at every step, building confidence and trust in the process.
· Success Ratio Ownership & Case Accountability
Take complete ownership of the client’s success by proactively managing documentation, timelines, and case milestones. Track each case rigorously, anticipate potential issues, and intervene early to maintain a high success rate.
· Customer-Focused Case Presentation & Strategy
Collaborate in preparing and reviewing client submissions to present them professionally and persuasively. Apply problem-solving to ensure accuracy, compliance, and strategic positioning of cases in line with institutional or immigration requirements.
· Proactive Issue Resolution & Escalation
Serve as the first point of contact when issues arise. Detect risks early, troubleshoot proactively, and coordinate with internal teams to resolve problems swiftly, always advocating for the best client outcome.
· Lead Nurturing & Follow-Up Coordination
Support lead management efforts by scheduling consultations, sending timely reminders, and ensuring consistent follow-up. Keep prospects engaged with a personalized and responsive approach.
· Cross-Functional Collaboration
Liaise with counselors, documentation experts, and operations teams to ensure a seamless, end-to-end experience for every client.
· Reporting, Insights & Continuous Improvement
Monitor case metrics, success ratios, and client satisfaction. Generate actionable reports and provide feedback to improve service quality and operational efficiency.
Skill & Competence:
· Communication: Clear and professional in emails, calls, and WhatsApp.
· Document Handling: Accurate organization and verification of client documents.
· Tech Savvy: Comfortable using CRM and digital tools.
· Time Management: Able to manage multiple cases and meet deadlines.
· Problem-Solving: Quick to identify and fix issues.
· Client Focus: Always putting the client’s needs first.
· Analytical Thinking: Spot risks and make smart decisions.
· Teamwork: Works well with different teams.
· Adaptability: Handles changes with a positive attitude.
· Empathy: Understands and supports client emotions.
Why Join Winny?
Ø Prestigious Brand: Be part of a legacy spanning four decades, trusted by millions.
Ø Impactful Role: Play a pivotal part in our ambitious growth journey.
Ø Innovative Environment: Work with cutting-edge technology, including proprietary CRM systems and mobile applications designed for seamless service delivery.
Ø Ethical Work Culture: Thrive in an organization that values integrity, teamwork, and operational excellence.
Ø Leadership Opportunities: Develop your career in a leadership role where your expertise will shape the future of the region’s business.
Ø Accelerated Growth Trajectory: Join an organization poised for exponential growth, offering unparalleled opportunities to contribute, innovate, and thrive as we scale new heights.
Ø Flexible and Open Culture: Experience a supportive and transparent work environment that encourages creativity, collaboration, and work-life balance