CRM Executive manages customer interactions, builds relationships, resolves issues, and uses CRM software to analyze data, driving sales and retention by coordinating between sales, marketing, and support teams to ensure a seamless, positive customer journey from lead to fulfillment. Key duties involve lead management, data analysis, implementing retention strategies, handling inquiries, and reporting on customer satisfaction to improve overall experience and business outcomes.
Key Responsibilities
Customer Interaction: Handle inquiries, complaints, and provide support across various channels (phone, email, social media).
Relationship Building: Develop and maintain strong, lasting relationships with clients.
Data Management & Analysis: Utilize CRM software to track customer data, identify trends, segment customers, and generate reports.
Lead & Sales Support: Manage incoming leads, conduct follow-ups, and support upselling/cross-selling efforts to increase sales.
Strategy Implementation: Implement customer retention strategies, loyalty programs, and marketing campaigns.
Cross-functional Collaboration: Work with marketing, sales, and operations to align efforts and meet customer needs.
Process Improvement: Identify opportunities to enhance customer experience and internal processes.
Key Skills & Qualifications
Bachelor's degree (Marketing, Business, Communications preferred).
Experience in customer service or a customer-facing role.
Proficiency with CRM software (e.g., Salesforce, SAP).
Strong communication, problem-solving, and analytical skills.
Ability to understand customer needs and provide tailored solutions.