CRM Intern/ Executive

Job Title: CRM /Intern Executive

Company: Workafella

Location: Chennai / Bengaluru / Hyderabad (as applicable)

Department: Sales & Customer Relationship Management

Job Summary

Workafella is looking for a proactive and customer-focused CRM Executive to manage customer relationships, maintain CRM data, support the sales team, and ensure a seamless customer experience. The ideal candidate should possess excellent communication skills, strong organizational abilities, and experience working with CRM platforms.

Key Responsibilities

• Manage and maintain customer information in the CRM system.
• Update leads, opportunities, customer interactions, and sales activities accurately.
• Coordinate with the sales team to ensure timely follow-ups on leads.
• Track lead status and generate daily, weekly, and monthly CRM reports.
• Ensure data accuracy by regularly auditing and cleaning CRM records.
• Handle customer inquiries and coordinate with internal teams for prompt resolution.
• Monitor customer engagement and maintain strong client relationships.
• Support sales campaigns by managing customer databases and communication.
• Prepare MIS reports and sales dashboards for management.
• Assist in onboarding new clients and maintaining customer records.
• Coordinate with marketing for lead management and campaign tracking.
• Ensure adherence to CRM processes and company policies.

Required Skills

• Excellent verbal and written communication skills.
• Strong knowledge of Microsoft Excel and MS Office.
• Experience with CRM software such as Salesforce, Zoho CRM, HubSpot, Microsoft Dynamics, or similar platforms.
• Good analytical and reporting skills.
• Strong attention to detail and data accuracy.
• Ability to multitask and work in a fast-paced environment.
• Customer-centric mindset with problem-solving skills.

Qualifications

• Bachelor's degree in Business Administration, Commerce, Marketing, or a related field.
• 0 - 2 years of experience in CRM, customer support, sales coordination, or customer relationship management.
• Experience in the coworking, real estate, hospitality, or service industry is an added advantage.

Preferred Attributes

• Strong interpersonal and relationship management skills.
• Ability to work collaboratively with cross-functional teams.
• Self-motivated and target-oriented.
• Good time management and organizational skills.

Key Performance Indicators (KPIs)

• CRM data accuracy.
• Lead follow-up turnaround time.
• Customer satisfaction and retention.
• Sales support efficiency.
• Timely report generation.
• Lead conversion support.
• Process compliance.