CRM Solutions Coordinator

Job Description :

We are looking for a CRM Executive who will manage our client database, proposals, and communication using CRM tools like Zoho CRM. You’ll make sure all client details, documents, and updates are properly recorded, proposals are prepared and shared on time, and client communication is well-organized and tracked.

Key Responsibilities

• Keep all client information and project details updated in the CRM system.
• Collect primary client information through the Client Information Form (CIF) and Scoping Sheet.
• Coordinate internally to get the right inputs for proposal preparation.
• Prepare, format, and share proposals with clients in coordination with technical teams.
• Arrange and manage technical meetings or discussions with clients (if needed) to understand their requirements clearly.
• Record all proposal details, client communications, and follow-ups in the CRM and Lead Sheet.
• Follow up with clients for updates on proposals, scoping sheets, and acknowledgements.
• Maintain clear and professional communication with clients throughout the process. Candidate Requirements
• Generate simple reports and dashboards in CRM to help management track proposal status and client activity.
• Ensure all client data and documents are accurate, complete, and secure in the CRM.
• Support other teams by sharing updated client details or proposal progress whenever needed.

Requirements :