Customer Service Executive

Position Hiring for: Client/Customer Service Executive

Location: BKC, Mumbai

What are we looking for:

We are seeking an experienced Client Servicing Executive to manage B2B client relationships, ensure satisfaction, and drive growth opportunities. The role involves maintaining strong client connections, delivering exceptional service, and supporting sales efforts through efficient coordination and reporting.

Key Responsibilities:

1. CRM ownership

• Own Treelife's CRM: data hygiene, pipeline stages, activity logging, and follow-up sequences
• Set up and maintain lead lists, track outreach status, and make sure nothing slips
• Build reports and dashboards to give visibility on pipeline health

2. Client Qualification

• Make discovery calls to understand a prospect's needs and qualify fit for Treelife's services
• Handle inbound inquiries, respond quickly, and move prospects to the next stage
• Brief senior team members before meetings with context and qualification notes

3. Client Communication - Follow-ups & Co-ordination

• Manage client databases, making sure information is accurate and up to date
• Coordinate and schedule meetings, calls, and follow-ups for the sales team
• Prepare and send proposals, agreements, and other client-facing documents in coordination with the advisory team
• Track progress on sales opportunities and make sure timely follow-through happens

4. Data management and reporting (MIS)

• Maintain and share regular pipeline and outreach reports with the team
• Keep a comprehensive record of client interactions, outreach activity, and service outcomes
• Flag patterns and surface information that helps the team make better decisions

5. Project Coordination & Execution

• Track projects, timelines, and deliverables across teams.
• Follow up regularly to ensure closure of action items.

Key Requirements:

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• 2+ years of experience in client servicing, account management, or a similar role in the B2B service industry.
• Comfortable with CRM tools such as HubSpot, Zoho, or Salesforce. Willingness to own it end to end
• Good written and spoken English. Knows how to communicate professionally without sounding robotic
• Not afraid of calling. Treats the phone as a tool, not a hurdle
• Highly organised. You close loops. You follow up. You do not drop things
• Exposure to startup, legal, financial services, or professional services environments is a plus
• Comfortable working in a fast-moving, lean team where you will build process, not just follow it