Customer Relationship Executive
Pacicorp Organics Private Limited
·
1 week ago
Location
JAIPUR
Applications Received
0
Closes On
31 Jul, 2026
| Job Description – CRM Executive | |
| Job Title: | CRM Executive |
| Department: | Customer Relationship Management (CRM) |
| Reporting To: | CRM Manager / Operations Manager |
| Job Purpose: | The CRM Executive is responsible for maintaining customer relationships, managing the customer database, improving customer retention, generating referrals and cross-selling opportunities, ensuring timely follow-ups, and supporting payment collections to enhance customer satisfaction and maximize customer lifetime value. |
| Key Responsibilities | |
| 1. Customer Database Management | Maintain and update customer records accurately in the CRM system. |
| Ensure all customer details, service history, and communication records are complete. | |
| Remove duplicate or incorrect entries. | |
| Generate periodic CRM reports for management. | |
| 2. Customer Relationship Management | Conduct regular follow-up calls with existing customers. |
| Resolve customer queries and coordinate with concerned departments. | |
| Maintain a high level of customer satisfaction. | |
| Record customer feedback and ensure timely resolution. | |
| 3. Referral Generation | Contact satisfied customers to request referrals. |
| Maintain a referral tracking system. | |
| Coordinate with the sales team on referral leads. | |
| Achieve monthly referral generation targets. | |
| 4. Cross-Selling & Up-Selling | Identify opportunities to offer additional company services. |
| Coordinate with the sales team for lead conversion. | |
| Track the status of cross-selling opportunities. | |
| 5. Payment Collection Support | Follow up with customers regarding outstanding payments. |
| Send payment reminders via call, email, and WhatsApp. | |
| Coordinate with the accounts department to reduce overdue receivables. | |
| Maintain payment follow-up records. | |
| 6. Customer Retention | Contact inactive or old customers to reactivate business. |
| Conduct customer satisfaction surveys. | |
| Maintain long-term relationships with key customers. | |
| Reduce customer churn through regular engagement. | |
| 7. Reporting & Documentation | Prepare daily, weekly, and monthly CRM reports. |
| Submit reports on customer calls, referrals, cross-sales, collections, and customer feedback. | |
| Ensure complete documentation of all customer interactions. | |
| Skills Required | Excellent communication and interpersonal skills |
| Strong customer service orientation | |
| CRM software proficiency | |
| Microsoft Excel and reporting skills | |
| Follow-up and negotiation skills | |
| Problem-solving ability | |
| Time management and multitasking | |
| Attention to detail | |
| Qualification | Graduate in any discipline (MBA preferred) |
| 1–3 years of experience in CRM, Customer Service, or Client Relationship Management | |
| Knowledge of CRM software and Microsoft Office | |
| Performance Expectations | |
| Maintain accurate customer records. | |
| Ensure timely customer follow-ups. | |
| Generate referrals and cross-selling opportunities consistently. | |
| Support reduction of overdue payments. | |
| Improve customer retention and satisfaction. | |
| Submit all reports accurately and on time. | |