Senior CRM Executive

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.

1. 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

1. 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.

1. 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

1. 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

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