Job Description – CRM Executive
Department: Customer Relationship Management
Industry: Industrial Packaging / Corrugated Boxes / Wooden & Plywood Packaging
Location: Bengaluru
Job Purpose
To manage customer relationships, coordinate customer orders, ensure timely order execution, monitor sales performance, and act as a key link between customers and internal departments to ensure customer satisfaction and business continuity.
Key Responsibilities
Manage existing customer accounts and maintain strong customer relationships.
Receive and process customer POs, ensuring timely entry into the system.
Coordinate with production, planning, purchasing, quality, and dispatch teams to ensure timely delivery.
Track customer forecasts, order status, pending POs, dispatch schedules, and monthly sales projections.
Monitor actual sales against monthly targets and projections.
Follow up with customers to advance orders, increase volumes, and achieve monthly sales targets.
Maintain customer-wise sales reports, order visibility, and pending order trackers.
Monitor finished goods (FG) inventory and coordinate with customers for timely billing and dispatch.
Track customer complaints, RFQs, quotations, and pending approvals to ensure timely closure.
Coordinate with the accounts team for outstanding payments and support collection follow-ups.
Prepare daily, weekly, and monthly MIS reports for management review.
Identify risks to sales achievement and escalate delays or operational issues promptly.
Maintain accurate CRM records and ensure timely communication with customers.
Key Performance Indicators (KPIs)
Monthly sales achievement against target.
Accuracy of sales projections and forecasts.
Timely PO entry and order processing.
On-time delivery and customer satisfaction.
Reduction in pending orders and unbilled FG.
Timely closure of customer complaints and RFQs.
Outstanding payment follow-up and collection support.
Accuracy and timeliness of MIS reporting.
Qualification & Experience
Graduate in any discipline; MBA or relevant qualification preferred.
3–6 years of experience in CRM, sales coordination, or customer service.
Experience in packaging, manufacturing, or industrial B2B environments preferred.
Good knowledge of Excel, ERP systems, and CRM tools.
Required Skills
Strong customer communication and relationship management.
Excellent coordination and follow-up skills.
Analytical ability and attention to detail.
Good planning, reporting, and problem-solving skills.
Ability to work under pressure and meet monthly deadlines.
Ownership, accountability, and a customer-focused approach.