about the role
we are seeking a crm executive to own the end-to-end client engagement journey �� from initial inquiry to post-project follow-up. this role requires balancing strong client relationship skills with crm system expertise to ensure seamless communication, process efficiency, and long-term customer loyalty.
responsibilities:
manage the full client lifecycle: lead generation, onboarding, project updates, handover, and post-completion support.
act as the primary point of contact, ensuring timely and professional responses to all client inquiries.
maintain and optimize crm systems (salesforce, hubspot, zoho, etc.) for accurate data, segmentation, and automation.
coordinate between clients, project teams, and vendors to ensure smooth execution and satisfaction.
provide regular project updates, manage expectations, and proactively resolve client concerns.
capture feedback (surveys, testimonials) to refine service delivery.
support sales in lead nurturing, consultations, and identifying upsell/cross-sell opportunities.
generate crm performance reports, analyze trends, and present actionable insights.
implement best practices in client communication and train team members on crm usage.
skills & experience:
bachelors in business, marketing, communications, or related field.
2 - 4 years�� experience in crm, client success, account management, or customer engagement.
proficiency in crm software (salesforce, hubspot, zoho, microsoft dynamics).
strong verbal & written communication skills with a client-facing presence.
organized, detail-oriented, and capable of managing multiple priorities.
proactive problem-solver with a client-centric mindset.
passion for design, aesthetics, or creative service industries is a plus.
preferred: experience in interior design, architecture, real estate, or luxury services; exposure to marketing automation; data analysis/reporting; fluency in kannada.