Senior CRM Executive

Job Description

Key Responsibilities :-

1. Client Relationship & Communication -

· Act as the primary relationship manager for top clients.

· Regularly call clients to:

o Understand their requirements and expectations

o Confirm orders, timelines, and service details

o Resolve issues and complaints promptly

· Maintain a professional, solution-oriented tone in all interactions.

· English communication is acceptable at basic to moderate level ; clarity and professionalism are more important.

2. Order Management (Order Raising to Dispatch)

· Receive and raise orders from clients via phone, email, or CRM system.

· Verify order details: quantities, pricing, delivery location, timeline, special requirements.

· Coordinate internally with:

o Operations / production teams

o Dispatch / logistics teams

o Finance / billing teams

· Ensure that:

o Orders are correctly entered in the system

o All necessary documents (order forms, approvals, contracts) are collected and stored

o Dispatch is planned and executed as per agreed timelines

3. Document, Invoice & Payment Handling

· Prepare, review, and manage:

o Invoices

o Delivery challans / dispatch documents

o Order confirmations and related paperwork

· Match invoices with:

o Confirmed orders

o Dispatch records

o Client agreements / contracts

· Follow up on payment status:

o Track pending payments

o Contact clients for payment reminders

o Coordinate with finance for reconciliation and receipt entry

· Ensure order-to-payment visibility: the person should be able to see and manage the complete journey from order raising → dispatch → invoicing → payment.

4. CRM & Reporting

· Use CRM software to:

o Maintain complete client profiles

o Log all calls, orders, issues, and resolutions

o Track order status and payment status

· Prepare regular reports for management:

o Top client order volumes

o Pending payments

o Delivery performance

o Client feedback and issues

5. Cross-functional Coordination

· Work closely with:

o Sales team (for new order opportunities)

o Operations / production (for fulfillment)

o Logistics / dispatch (for timely delivery)

o Finance (for billing and payment tracking)

· Act as the bridge between client and internal teams to ensure smooth execution.

Requirements

Experience

· 3–7 years in:

o CRM / Account Management

o Hospitality industry (hotel, banquet, event, F&B, etc.)

o Corporate credit card / high-value B2B client management

o Or similar roles with end-to-end order-to-payment responsibility

Skills

· Strong client handling and negotiation skills.

· Ability to manage multiple top clients simultaneously.

· Clear understanding of:

o Order processing

o Dispatch and logistics coordination

o Invoice and payment follow-up

· Good document handling: invoices, orders, contracts, dispatch notes.

· Comfortable using:

o CRM tools

o Email and phone for client communication

o Basic Excel / MS Office for reporting

Benefits

SALARY UP TO 30000/- PER MONTH


Requirements
• Strong client handling and negotiation skills. • Ability to manage multiple top clients simultaneously. • Clear understanding of: o Order processing o Dispatch and logistics coordination o Invoice and payment follow-up • Good document handling: invoices, orders, contracts, dispatch notes. • Comfortable using: o CRM tools o Email and phone for client communication o Basic Excel / MS Office for reporting