Job Description - Customer Relationship Executive (CRE) - Solar Industry
Position Title:
Customer Relationship Executive (CRE)
Department:
Customer Support / Sales Coordination
Reporting To:
Customer Relationship Manager / Operations Manager
Job Summary:
The Customer Relationship Executive (CRE) is responsible for managing customer interactions, handling inquiries, coordinating with the sales and installation teams, ensuring timely project updates, and maintaining strong customer relationships throughout the solar project lifecycle. The role focuses on customer satisfaction, lead follow-up, service support, and post-installation relationship management.
Key Responsibilities:
Customer Relationship Management
Handle customer inquiries through phone calls, emails, WhatsApp, and other communication channels.
Maintain regular communication with customers regarding project progress.
Build and maintain strong customer relationships to ensure customer satisfaction.
Address customer complaints and resolve issues promptly.
Lead Management & Follow-up
Follow up with new and existing leads generated through marketing campaigns.
Schedule site visits and meetings for the sales team.
Maintain customer databases and update lead status in CRM software.
Coordinate with sales executives to ensure timely closure of inquiries.
Project Coordination
Coordinate between customers, sales, technical, and installation teams.
Inform customers about installation schedules and documentation requirements.
Ensure smooth communication during project execution.
Documentation & Compliance
Collect and verify customer documents required for solar installation and subsidy applications.
Maintain proper customer records and project documentation.
Assist customers in completing application forms and required paperwork.
After-Sales Service
Handle service requests and customer complaints after installation.
Coordinate with the service team for maintenance and issue resolution.
Conduct customer satisfaction surveys and collect feedback.
Reporting & MIS
Prepare daily, weekly, and monthly customer interaction reports.
Maintain CRM data accuracy.
Track customer complaints and resolution timelines.
Required Qualifications:
Graduate in any discipline (, BBA, BA, MBA preferred).
1-3 years of experience in customer service, sales coordination, or CRM.
Experience in solar, electrical, renewable energy, or EPC industry preferred.
Required Skills:
Excellent communication and interpersonal skills.
Customer handling and problem-solving abilities.
CRM software knowledge.
MS Excel, Word, and Email proficiency.
Ability to manage multiple customer queries simultaneously.
Strong follow-up and coordination skills.
Key Performance Indicators (KPIs):
Customer Query Response Time.
Customer Satisfaction Score (CSAT).
Lead Follow-up Completion Rate.
Complaint Resolution Time.
Customer Retention Rate.
CRM Data Accuracy.
Installation Coordination Success Rate.
Customer Feedback Collection Rate.
Documentation Completion Rate.
Number of Positive Customer Reviews/Referrals Generated.