1066 Crm Management Jobs - Page 5

The Customer Support Executive plays a crucial role as the primary point of contact for customers, authors, distributors, and institutional partners. Your main responsibilities will include handling queries, resolving complaints, providing detailed product/service information, and ensuring overall customer satisfaction regarding books, journals, digital publications, and subscription services. You will be expected to respond promptly and professionally to customer inquiries through various channels such as phone, email, chat, and social media. Your duties will involve assisting customers with orders, subscriptions, billing, delivery issues, and product information. In cases of product or service problems, you will be required to clarify the customer's complaint, identify the root cause, and offer appropriate solutions or alternatives. To excel in this role, you must maintain a comprehensive understanding of the publishing products including books, eBooks, journals, etc., as well as the platforms such as webstores and content management systems. Effective coordination with editorial, production, sales, and logistics teams will be essential in resolving complex issues efficiently. Additionally, you will be responsible for managing CRM entries, tracking customer interactions, and generating regular reports on support metrics to ensure high-quality customer service standards. This position is full-time and permanent, with a day shift schedule and an in-person work location.,

Job Description As a Pre-Sales Executive at Neo Decors, your main responsibility will be to handle high call volumes, reaching up to 100 calls per day, in order to identify and generate potential leads. Your proactive approach will be crucial in engaging with prospective clients and understanding their basic requirements to qualify leads effectively. Additionally, you will be responsible for sharing qualified leads with the CRM team for further follow-up and coordination, as well as scheduling meetings between clients and designers. To excel in this role, you should possess strong communication skills, a persistent attitude, and a genuine interest in contributing to the growth of the business through efficient lead generation. Keeping a daily call and lead report for internal tracking purposes will also be part of your routine tasks. Your role as a Pre-Sales Executive at Neo Decors will play a key part in driving the company's success in crafting inspiring and functional spaces for our clients across residential, commercial, and institutional projects.,

The key roles for this position include: - Achieving Order Booking target as per the plan - Achieving Booked Mat Margin as per the plan - Enquiry Management - which involves qualified lead to opportunity conversion, driving opportunities through funnel stages, conducting customer demos, preparing proposals, follow-ups, customer visits, and meetings - Sales Process - involves forecasting process, CRM management, data management, reviews & reports including DARs, effective tour planning, expense reports, customer visit reports, etc. - Marketing Support - includes participation in exhibitions, market knowledge, and competition knowledge - Team Work - Providing accurate & timely information to other team members, working as an active team member with the regional team & head-office to ensure meeting business objectives - Market Feedback - Timely update & accurate feedback from the market and constantly looking at areas for business growth This is a Full-time job position with benefits such as health insurance, Provident Fund, yearly bonus. The work schedule is during the day shift and the work location is in person.,

As a Sales Development Representative, you will be responsible for conducting outbound prospecting to generate and qualify leads using various channels such as cold calling, email outreach, and social selling. You will work closely with the sales team to identify key accounts and potential customers, prioritizing them effectively. Researching and understanding target industries, companies, and decision-makers will be crucial to tailor outreach strategies for maximum impact. Your role will involve engaging with prospects to uncover their business needs and pain points, effectively articulating the value proposition of our products/services. Additionally, you will be responsible for scheduling and coordinating product demonstrations or meetings for the sales team with qualified leads. It is essential to maintain accurate and up-to-date records of all interactions in the CRM system and collaborate with marketing teams to provide feedback on lead quality and campaign effectiveness. To excel in this role, you should have proven experience as a Sales Development Representative or similar role in a B2B sales environment. Strong communication and interpersonal skills are key, enabling you to build rapport quickly with potential clients. Being goal-oriented with a track record of meeting or exceeding targets is essential. Familiarity with CRM software and sales automation tools, as well as knowledge of sales processes and the ability to adapt to evolving strategies, will be advantageous. You should be capable of working both independently and as part of a collaborative team. While a Bachelor's degree in Business, Marketing, or a related field is preferred, relevant experience and skills will also be considered. Join our team and contribute to our sales success by driving lead generation and nurturing relationships with potential clients effectively.,

As a Client Partner Intern at Amplior, a leading B2B lead generation firm based in Dehradun, UK, you will have the opportunity to be a part of a dynamic team that specializes in connecting businesses with high-quality prospects. You will play a crucial role in driving the success of our lead generation campaigns by establishing and maintaining meaningful relationships with potential clients through outbound calling. The ideal candidate for this role is a highly motivated and energetic individual with excellent communication skills and a proactive approach to lead generation. Your responsibilities will include initiating and conducting outbound calls to potential B2B clients to generate leads and establish business relationships. You will engage prospects in meaningful conversations to understand their business needs and effectively communicate the value proposition of our lead generation services. Additionally, you will qualify leads based on predefined criteria and ensure that only high-quality prospects are passed on to the sales team for further engagement. To excel in this role, you must demonstrate exceptional verbal communication skills to articulate product offerings, address client queries, and build rapport with potential clients. You will actively identify new business opportunities, contribute to the development of strategies to expand the client base, and utilize the Customer Relationship Management (CRM) system to track and manage client interactions for accurate and timely reporting. Collaboration with internal teams, including sales, marketing, and account management, is essential to ensure a seamless transition of qualified leads and contribute to overall team success. The qualifications required for this position include proven experience in outbound calling or telemarketing, preferably in a B2B setting, excellent communication and interpersonal skills, proactive and self-motivated attitude, strong organizational and time management skills, familiarity with CRM systems, and the ability to adapt to a fast-paced and dynamic work environment. In return, Amplior offers a competitive salary and performance-based incentives, ongoing training and professional development opportunities, a collaborative and vibrant work environment, and opportunities for career growth within the organization. If you are a results-driven individual with a passion for B2B lead generation and possess the communication skills to excel in a client-facing role, we invite you to apply for the position of Client Partner - B2B Lead Generation Calling Executive at Amplior and join us in driving success for our clients while growing your career in a dynamic industry.,

As a Client Relationship Manager / Key Account Manager in the Customer Success department based in Chennai, you will play a crucial role in managing strategic enterprise accounts to drive profitable growth. With over 5 years of experience in this field, you will be the primary point of contact for key clients, ensuring their satisfaction, loyalty, and retention. Your responsibilities will include building deep client relationships through consistent communication, understanding client business goals, identifying revenue opportunities, and presenting tailored solutions aligned with client needs. You will be expected to meet and exceed revenue targets, manage full P&L responsibility for your accounts, and collaborate with internal teams to resolve billing discrepancies and optimize account financial health. Regular client visits, structured monthly reviews, and proactive resolution of client escalations will be essential aspects of your role. You will also represent the organization in various forums and events, fostering relationships with key stakeholders across client organizations. Maintaining up-to-date CRM entries, providing periodic reports to leadership, and ensuring client satisfaction scores are among the key performance indicators you will be evaluated on. To be successful in this position, you should have a proven track record in client relationship management, key account management, or enterprise sales, along with a degree in Business, Marketing, or related field. Strong communication, negotiation, and interpersonal skills, as well as the willingness to travel for client meetings, are also crucial requirements for this role.,

You will play a crucial role as a Senior Associate in Marketing Automation, where your primary responsibility will be managing and supporting end-to-end strategic campaigns in Marketo. Your expertise of at least 4 years will be utilized to customize landing page requirements and provide guidance to Marketers in setting up program builds effectively. Your day-to-day tasks will involve building programs, emails, workflows, and other essential marketing automation functions. You will be responsible for developing, deploying, and optimizing various landing pages and emails within Marketo to support marketing campaigns. From conceptualization to implementation, reporting, and optimization, you will be involved in creating forms, landing pages, and email templates. Your proficiency in Marketo syntax, elements, and variables will be essential as you will be tasked with building free-form and guided landing pages. A/B testing will be a key aspect of your role to gain actionable insights and enhance event campaign performance. Implementing marketing automation best practices and conducting thorough end-to-end testing of programs before launch will be critical to ensure success. Monitoring program performance, providing insights, and making optimization recommendations to stakeholders will be part of your routine. Collaborating with internal teams to customize smart campaigns, landing pages, and assisting in program builds and troubleshooting will be essential to drive successful outcomes. To excel in this role, you should have 2 to 3 years of hands-on experience in a recognized Marketing Automation Platform, with a strong preference for Marketo. Managing sync between Marketo and data integration points, working with Adobe and CRM teams to resolve sync errors, and documenting processes for consistent data formatting will be vital for success. You will also be responsible for tracking and reporting system performance issues, ensuring leads are tracked and attributed correctly, and liaising with Analytics and CRM teams on database maintenance. Joining Grant Thornton INDUS will give you the opportunity to be part of a collaborative and excellence-driven organization that values strong relationships and quality service. As a Senior Associate in Marketing Automation, you will contribute to the firm's purpose of making business more personal and building trust into every result. Your role will involve supporting U.S. engagement teams, leveraging a wide talent pool, and enhancing operational efficiencies. Grant Thornton INDUS is committed to serving communities in India through impactful initiatives that give back to the society. With offices in Bengaluru and Kolkata, Grant Thornton INDUS offers a transparent, competitive, and growth-focused environment where you can make a significant impact and be part of something meaningful.,

As a candidate for the role, your primary objective will be to establish a meaningful connection with the learners, understand their requirements, and effectively arrange Video Counselling (VC) sessions with our Admission Counsellors. You will engage with assigned leads and promptly initiate contact through the auto dialer system. Building rapport, credibility, and trust with leads through effective communication and active listening will be crucial. Additionally, maintaining accurate records of lead interactions and follow-up activities in the CRM system will be part of your responsibilities. To be considered for this position, you should have a minimum of 2 years of Edtech-sales experience (Study Abroad experience is a plus), with at least 1 year spent in a single company. A minimum graduation qualification is required, and previous experience working a 6-day work week is necessary. You should currently be working in the capacity of an individual contributor and have a proven track record of meeting targets in your existing company. The initial period of the job will require you to work from home for the first month, after which you will transition to working from the office. You will need to have your own laptop and a wifi connection as the job demands it. The working schedule is 6 days a week from 10 am to 8 pm. This is a full-time, permanent position with benefits including Provident Fund. As part of the application process, you will be asked if you are an immediate joiner and if you have a laptop and wifi, which are mandatory requirements. The preferred education qualification for this role is a Bachelor's degree, and preferred experience includes at least 1 year in Ed tech sales. The work location is in person at Chandigarh, Chandigarh. If you are interested in this opportunity, please be prepared to speak with the employer at +91 9432511514.,

As an integral part of our team at LevelApp, you will play a crucial role in our mission to revolutionize the unorganized supplementary education system. Your responsibilities will include identifying and reaching out to potential clients using a variety of communication channels. You will be tasked with designing and executing social media marketing strategies to enhance the visibility of our products and services. In addition, you will be responsible for creating compelling sales presentations and proposals tailored to attract potential clients. Your role will involve conducting thorough market research to pinpoint emerging business opportunities and industry trends. Collaboration with the sales team will be essential to coordinate meetings and diligently pursue leads for conversion. Furthermore, you will be expected to maintain precise records of sales activities and customer interactions within our CRM system. Your support will be instrumental in organizing events and networking opportunities aimed at expanding our client base and fostering long-term relationships. Join us at LevelApp, an ed-tech startup headquartered in Hyderabad, dedicated to providing online learning support to students across various categories. Take this opportunity to be part of a dynamic team committed to driving positive change in the education sector.,

You are a smart, confident, and energetic Sales and Client Manager who will be an integral part of our Event team. Your primary responsibility will be to convert leads into bookings and ensure that clients receive exceptional care from the initial interaction to the successful execution of events. You will engage with potential clients through phone calls and face-to-face meetings, providing them with a clear understanding of our services and assisting them in selecting the most suitable package. Your proactive follow-up approach will be crucial in converting inquiries into confirmed bookings, thereby meeting or surpassing monthly sales targets. In addition to managing client relationships, you will collaborate with our internal teams including photographers, cinematographers, and editors to meticulously plan and flawlessly execute each event. Your role will involve preparing and sharing detailed shoot plans based on event schedules, organizing travel, accommodation, and briefings for the event crew, and ensuring seamless coordination among all stakeholders. As a Sales and Client Manager, you must maintain continuous communication with clients throughout the event process, addressing any last-minute changes or concerns with composure and efficiency. Your proficiency in English and Hindi, both spoken and written, will be essential in effectively liaising with clients and internal teams. The ideal candidate for this role should possess strong communication and sales skills, exceptional organizational abilities, and a proactive approach to tasks. Previous experience in sales, client service, or coordination, particularly within the wedding/events industry, would be advantageous. This full-time position based in Muttom offers a fixed salary along with attractive incentives tied to your performance. You will also be entitled to two paid leaves per month in addition to 12 public holidays. While the job demands availability for weekend support as necessary, the rewarding nature of the role and the opportunity to contribute to memorable events make it a fulfilling career choice.,

Iamneo, founded in 2016 and now a part of the NIIT family, is a rapidly expanding B2B EdTech SaaS company focused on upskilling, evaluating, and deploying tech talent. The AI-powered learning and assessment platforms offered by iamneo assist enterprises and educational institutions in developing future-ready talent at scale. Specializing in Talent Upskilling, Assessment, and Workforce Transformation across sectors like ITeS, BFSI, and Higher Education, our solutions are trusted by renowned corporates such as Wipro, HCLTech, LTIMindtree, Virtusa, Tech Mahindra, and Hexaware, along with 150+ leading institutions like BITS Pilani, VIT, SRM, LPU, and Manipal. Backed by NIIT's 40+ years of legacy in learning and talent development, iamneo combines global reputation and deep domain expertise with an AI-first, product-driven approach to modern upskilling. If you are passionate about building relationships, navigating enterprise sales, and continuous learning, iamneo is the ideal place for you. We are currently seeking an ambitious and dynamic Junior Sales Associate to support our enterprise sales team. This early-career opportunity is suitable for MBA graduates (preferably from Tier 1 institutes) with a tech background and internship experience in B2B sales. As a Junior Sales Associate, you will collaborate closely with senior sales leadership to identify, nurture, and convert opportunities across enterprise and institutional segments, offering a high-growth learning experience in the EdTech SaaS space. Key Responsibilities: - Support lead generation, qualification, and outreach efforts across enterprise accounts. - Assist in proposal creation, pitch material, and follow-ups with prospective clients. - Coordinate client meetings, product demos, and sales presentations alongside the senior sales team. - Maintain CRM hygiene, sales trackers, and reporting dashboards. - Conduct basic market and competitor research to support prospecting strategies. - Travel to client locations for meetings, demos, or events as required. Qualifications: - MBA graduate with a specialization in Sales/Marketing/Strategy from a Tier 1 institute. - 01 year of experience OR internship experience in B2B sales, enterprise business development, or SaaS sales. - Strong plus: technical background (B.E./B.Tech). - Excellent communication skills (fluent in Hindi/Telugu and English). - Comfortable with travel and field sales responsibilities. - Highly energetic, self-driven, and eager to learn the ropes of B2B sales. Join us to: - Work with top EdTech clients and industry leaders. - Accelerate your sales career with deep mentorship and exposure. - Be based in Mumbai or AP with opportunities for regional travel. - Be part of a fast-growing, high-impact B2B SaaS company. - Learn, grow, and make a measurable impact early in your career. If you are a fresh graduate eager to dive into B2B sales with a fast-moving tech company, we look forward to hearing from you.,

As a Sr Manager, AVP, or VP specializing in HR Tech SAAS Sales, your primary responsibility will be to strategically acquire new clients by establishing trust-based relationships with senior HR executives. By understanding their key priorities, you will identify opportunities to deliver client value through our Digital portfolio. You will oversee the entire SaaS sales cycle, from prospect identification to closure, and ensure a smooth transition of new accounts to the account management team. Building a strong understanding of our solutions and customer value proposition, as well as collaborating closely with account management teams, will be crucial in your role. Additionally, you will be responsible for generating and qualifying leads, conducting client calls, delivering sales presentations and product demos, and updating opportunities in the CRM. Diligence in following up with prospective clients will also play a key role in your success. Key Responsibilities: - Drive new business opportunities within organizations in your region, from initial outreach to closing deals. - Convert potential prospects into active digital clients, managing the entire sales conversation and negotiation process. - Build a high-quality pipeline to meet sales metrics and achieve KPIs consistently. - Be accountable for achieving the sales quota in your designated region. - Manage complex, high-revenue sales across diverse business environments. - Take ownership of forecasting and account planning on a monthly, quarterly, and annual basis. Qualifications: - Possess a minimum of 8-12 years of B2B SaaS sales experience in a quota-carrying role. - Experience in business development or new-client acquisition within complex sales environments is highly desirable. - Proven success in selling to and influencing C-level executives; HRTech experience is a plus. - Demonstrated track record of meeting and exceeding sales targets. - Ability to effectively manage and forecast a complex sales process. - Willingness to travel as required to fulfill job responsibilities.,

Are you a passionate and driven individual looking to gain hands-on experience in the exciting world of digital marketing Join our team at THRM Digital Marketing Agency as a Tele Sales Executive intern and kickstart your career in sales! As a Tele Sales Executive intern at THRM Digital Marketing Agency, your day-to-day responsibilities will include conducting outbound sales calls to potential clients to generate leads and drive sales for our digital marketing services. You will utilize your effective communication and persuasion skills to qualify leads and identify potential business opportunities. Providing excellent customer service by addressing client inquiries and concerns in a professional and timely manner is key to success in this role. Collaborating with the sales team, you will work together to develop and implement strategies to meet sales targets and objectives. It is essential to update and maintain accurate records of client interactions and sales activities in the CRM system. Staying informed about industry trends and competitor activities will enable you to effectively position our services in the market. As part of your growth and development, you will participate in sales training sessions and workshops to enhance your sales skills and knowledge. Don't miss this opportunity to gain valuable experience and grow your career in sales with THRM Digital Marketing Agency! Apply now and be part of our dynamic team. THRM Digital Marketing Agency is your full-service partner for all things digital! Specializing in social media marketing, website development, account management, Meta & Google ads, graphic designing, content creation, and influencer marketing, our mission is to help businesses grow their online presence through strategic campaigns and organic growth. From crafting creative solutions to executing high-impact strategies, we ensure your brand stands out in the digital landscape. Let's transform your digital journey together!,

As a Cold Caller Intern at our company, you will play a crucial role in supporting our sales and outreach efforts. This position is perfect for individuals who are eager to acquire practical experience in lead generation, client communication, and B2B/B2C sales strategy. Your primary responsibilities will include initiating calls to potential customers, presenting our products/services, and arranging meetings or generating interest for further follow-up by our sales team. Your key responsibilities will involve making outbound calls to potential clients using provided lead lists or CRM tools, effectively explaining our company and offerings, evaluating leads based on specific criteria, scheduling appointments for the sales team, maintaining call logs, updating contact details in the CRM system, assisting in market research activities to refine lead targeting, and collaborating with the sales and marketing departments to enhance pitch scripts and customer engagement strategies. This internship opportunity offers several benefits, including hands-on experience in sales, marketing, and lead generation, exposure to business development strategies and CRM tools, an internship certificate and letter of recommendation upon successful completion, as well as the potential for a full-time position based on performance. This is a full-time position with a work schedule from Monday to Friday. Additionally, there is a performance bonus associated with this role. The work location is in person, providing you with a dynamic environment to grow and develop your skills. The expected start date for this position is 07/07/2025.,

Job Title: Business Development Executive Company: Quanterian Global Service LLP Location: Remote (Work From Home) Work Hours: 7:00 PM 4:00 AM IST (Night Shift) Employment Type: Full-Time Role & responsibilities Quanterian Global Service LLP is seeking a highly motivated Business Development Executive to drive lead generation, client outreach, and operational execution. You'll play a key role in identifying growth opportunities, managing sales pipelines, and ensuring seamless day-to-day business activities. This position is ideal for a results-driven individual who thrives in a dynamic startup environment and wants to gain end-to-end business exposure. Key Responsibilities Lead outbound sales efforts: conduct market research, generate qualified leads, and initiate direct sales calls to prospective clients Manage CRM workflows (HubSpot, Zoho): track leads, follow-ups, and sales conversions Build and maintain prospect databases; support email marketing and outreach campaigns Prepare client proposals, quotations, and onboarding documentation Support operational efficiency by coordinating with vendors, ensuring timely service delivery Monitor and improve internal processes related to lead management and client communications Track performance metrics and assist with sales and operations reporting Collaborate with cross-functional teams to support execution of business strategies Preferred candidate profile Bachelors degree in Accounting, Finance, Commerce, or Business Management (mandatory) 01 years of experience in business development, sales, or operations Strong communication skills and proven experience making cold/warm sales calls Proficient in MS Excel, Google Workspace, CRM platforms (HubSpot, Zoho), and accounting tools (QuickBooks, Xero) Analytical, organized, and able to manage multiple tasks with attention to detail Self-starter with a growth mindset, eager to learn and contribute to a founder-led startup environment

We are looking for a highly motivated and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, with a strong background in receivables management. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables function. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze and report on key performance indicators (KPIs) related to receivables management. Ensure compliance with regulatory requirements and internal policies. Provide training and guidance to junior staff members on receivables procedures. Job Requirements Strong knowledge of BFSI regulations and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficiency in MS Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working with CRM systems is an added advantage.

2-5 years of progressive experience in business development, sales, or key account management roles, with a demonstrable focus on EPC services within the renewable energy, power, or infrastructure sectors. Required Candidate profile Knowledge of India's renewable energy market dynamics, competitive landscape for EPC players, and relevant policies/regulation CRM software and Microsoft Office Suite (especially PowerPoint and Excel)

Were hiring Telecallers to handle outbound/inbound calls, follow-ups, and lead updates. Good communication & basic computer skills needed. Freshers welcome. Training & incentives provided. Sales incentives Provident fund Employee state insurance

Identify, prospect, and generate new leads and business opportunities. Convert leads into clients through effective communication and follow-ups. Conduct market research to identify trends, competitor activities

Role & responsibilities Devise effective territory sales and marketing strategies Analyze data to find the most efficient sales methods Meet with customers to address concerns and provide solutions Discover sales opportunities through consumer research Present products and services to prospective customers Participate in industry or promotional events (e.g. trade shows) to cultivate customer relationships Conduct training in sales techniques and company product attributes Assess sales performance according to KPIs Monitor competition within assigned region Prepare and submit reports to Sales Head Developing the new business in Chennai region Preferred candidate profile Sales Profile in Logistic Department Perks and benefits Local and Travel Conveyance

Job Title: Export Sales Manager Location : Sanand Factory, Gujarat Industry : Furniture / Furnishing Department : International Business Development Team Size at Factory: 50 People Educational Qualifications: Graduate in any discipline (BBA/ B. Com/B.E. etc.) MBA/PGDM in International Business/Marketing is preferred. Facilities Provided: Transportation: Company-provided Tempo Traveller bus from Head Office to Sanand Factory. Meals: Lunch facility provided at the factory. Job Summary: We are looking for a proactive and experienced Export Manager to lead and grow our international business, particularly in the APAC region, with a focus on hotel interior projects. This role demands a strong background in international sales, dealer/distributor management, and customer relationship management across global markets. Role & responsibilities Manage international business development for interior furniture and furnishing products, especially for hotel projects. Handle international client relationship management, ensuring client satisfaction and long-term association. Develop and manage a network of international dealers and distributors. Drive export operations in the APAC region and identify new business opportunities. Coordinate closely with the internal production and logistics teams to ensure timely execution of international orders. Work with architects, consultants, and project managers globally for large-scale interior project execution. Maintain detailed documentation and ensure compliance with export regulations and international trade standards. Preferred candidate profile Minimum 10+ years of experience in international business/export management, preferably in furniture/interior industry. Must have experience handling interior projects for hotels internationally. Strong knowledge of export documentation, trade compliance, and logistics. Excellent communication, negotiation, and interpersonal skills for global client interactions. Experience managing international accounts in the APAC region is highly preferred. Ability to manage multiple international projects and dealer accounts simultaneously. Daksha Sindhi Voice / WhatsApp 6353077232 E - Mail: daksha@upman.in

Min 2-5 years of progressive experience in business development, sales, or client management roles within the renewable energy sector, with demonstrable exposure to both solar and wind projects. Required Candidate profile Maintain accurate & up-to-date records of all BD activities client interactions & pipeline status in the company's CRM system Prepare regular reports on BD progress market insight & forecast for mgmt.

CRM Operations & Database Management Maintain the accuracy and cleanliness of client and property data in the CRM. Monitor entries to avoid duplicates or missing records. Generate pipeline and lead quality reports daily/weekly, and flag anomalies to management. Lead Tracking & Opportunity Management Track opportunities from lead generation to conversion. Assign leads to sales agents based on segmentation, priority, and workload. Set tasks and reminders within CRM for timely follow-ups. Client Engagement & PostSales Coordination Monitor client feedback and resolve issues related to documentation, legalities, loan processes, handover, etc. from booking through possession. Liaise between clients and relevant departments (sales, legal, finance, operations).

Role Synopsis We are looking for a dynamic, data-driven CRM Leader to own and drive patient journeys and engagement processes across multiple hospitals and specialties. This role will lead the configuration, optimization, and governance of the CRM solution (LeadSquared) and its integration with the Contact Centre solution (Ozonetel) and Hospital Information System (HIS) platforms. The ideal candidate will have hands-on experience with multi-stage customer journeys, contact centre operations, and real-time system integrations to ensure high conversion, retention, service excellence, and patient satisfaction. Key Responsibilities CRM Strategy & Configuration Own the overall CRM configuration and design using LeadSquared for capturing, routing, nurturing, and converting patient leads across all channels (Digital, Inbound Calls, Outbound Calls, Walk-ins), categories (Enquiries, ER, International, High-Value) and business lines (OP, Diagnostics, Pharmacy, IP, etc.) Define/Document specialty-wise lead scoring, routing rules, SLA frameworks, and escalation pathways Design, test, and deploy campaigns, automation workflows, and triggers tailored to each specialty and patient type (new vs. returning) Bring information used by Call Center agents from external sources (Excel sheets, Website, etc.) into the CRM Lead Management & Contact Centre Integration Manage and optimize the end-to-end patient journey from lead acquisition to consultation, and all post-consultation workflows, including medicine prescription flow, lab/diagnostics flow, radiology flow, IP admission, and follow-ups Define and maintain specialty-wise flows, accounting for treatment types, urgency levels, consultation preferences (tele/in-person), and condition-specific nuances Work closely with the Contact Center Solution team to ensure: Call routing and IVR flows align with CRM journeys Dispositions sync automatically with CRM statuses Missed calls trigger re-engagement workflows Establish SLA monitoring dashboards for inbound and outbound call performance in alignment with lead and patient engagement workflows Measurable Patient Engagement, Retention & LTV Data Integration with HIS and Other Systems Define and manage real-time data exchange between CRM and HIS, including: Fetching live doctor schedules, appointment statuses, prescription outcomes, diagnostics prescribed, admission statuses, etc. Triggering CRM journeys based on HIS events (e.g., consultation completed, prescription added, test advised) Determine what data is stored in CRM vs. fetched from HIS, ensuring consistency, security, and real-time availability. Coordinate with HIS and IT teams to define API requirements, ensure uptime, and resolve sync issues. Campaigns & Automation Build lifecycle campaigns in LeadSquared tailored to patient status (lead, booked, post-consult, admitted, discharged, lost) and specialty. Automate communication across multiple channels (SMS, Email, WhatsApp, Voice) based on patient engagement behaviour, medical events, and preferences. Run reactivation and retention campaigns for lost or dormant patients with specialty-specific messaging. KPIs and Reports Track and report on key metrics such as (this is a representative list): Lead-to-Consult conversion rate Consult-to-Diagnostics conversion rate Consult-to-IP conversion rate TAT from lead capture to various milestones in the patient journey Campaign and agent performance Patient drop-offs and re-engagement success Conversions and Revenue by various attributes (Lead type, Channel, Sales Agent, Speciality, Campaign, etc.) Project Management Own the project management roadmap and execution, including stakeholder collaboration, change management, adoption and outcomes Liaise with marketing, digital, operations, clinical, and IT teams to align CRM flows with business priorities. Enable and train call centre agents, counsellors, and field teams on CRM SOPs and processes. Act as the primary business Leader for CRM across specialties, locations, and patient types. Key Requirements 8 to 12 years in CRM process definition, implementation and management, preferably in healthcare or high-touch service industries. Proven experience with LeadSquared or similar CRM tools, and knowledge of healthcare workflows preferred. Strong understanding of contact centre systems like Ozonetel/Exotel/Genesys, including IVR, agent routing, and call dispositioning. Experience working with HIS/EMR integrations and healthcare data flows. Ability to break down complex patient journeys into data-driven, automatable CRM workflows. Excellent project management and cross-functional collaboration skills. Highly data-oriented, with strong analytical and problem-solving mindset. Role & responsibilities Preferred candidate profile

Hi, Job Type: Full-Time (Permanent Position) Job Time: 9:30am to 6pm (6 Days Working) Job Location: S. G. Highway Role & responsibilities 1) Make outbound calls to prospective and existing customers to generate sales leads and follow up on inquiries. 2) Handle incoming calls and respond to customer queries promptly and professionally. 3) Maintain and update customer databases and CRM systems. 4) Coordinate with the sales team to support order processing, follow-ups, and client servicing. 5) Assist in scheduling meetings, product demos, and follow-ups for the sales team. 6) Maintain call records, daily reports, and activity logs. 7) Provide accurate product and service information to customers. Prepare and send quotations as per customer requirements, ensuring accuracy in pricing, product details, and delivery terms. Preferred candidate profile 1) Proven experience in tele calling, tele sales, or customer service preferred. 2) Excellent verbal communication skills in English (mandatory). 3) Good listening and interpersonal skills. 4) Basic computer knowledge (MS Office, Email, CRM tools) 5) Pleasant voice, confident personality, and positive attitude. Prior experience in sales coordination or support roles is an advantage Email: hr-2@fornnax.com or WhatsApp on +91- 9104359711