Executive – CRM

MAIN PURPOSE OF THE JOB:To ensure a smooth post-order customer experience by coordinating approvals, inspections, payments, and delivery, aligning all activities with customer satisfaction and the company’s sales goals.

KEY ACCOUNTABILITIES:

 KEY RESULTS:
-Ensure timely processing of order.
-Delight customer timely resolution of enquiries.
-Ensure timely receipt of payments.
-Ensure adherence of monthly sales plan.
-Collect customer feedback & improve customer satisfaction.
-Collaborate with other departments to ensure timely delivery. 

KEY ACTIVITIES:
-Coordinate with the design team to prepare and submit drawings to customers.
-Follow up with customers to secure drawing approvals within agreed timelines.
-Regularly update customers on order milestones (production, inspection, dispatch).
-Serve as the main point of contact for customers, promptly addressing inquiries or concerns.
-Schedule customer inspections and coordinate approvals to ensure alignment with order timelines.
-Monitor payment schedules and follow up on due payments as per agreed terms.
-Prepare bank guarantee (BG) draft, get customer approval, coordinate with accounts for getting the BG made and submit to customer.
-Report on payment statuses to ensure timely cash flow aligned with the sales plan.
-Coordinate with logistics to manage the dispatch schedule, ensuring timely delivery.
-Keep customers informed about dispatch dates and handle any logistics-related queries.
-Communicate with Engineering, Production, and Quality teams to address and resolve order-specific issues.
-Track resolution progress for any issues that could impact customer satisfaction or delivery timelines.
-Ensure internal stakeholders are updated on customer feedback or concerns affecting current or future orders.
-Prepare monthly sales plan and production requirement plan to ensure sales plan adherence.
-Collect customer feedback and document insights to identify areas for service improvement.
-Implement customer feedback-driven improvements and track satisfaction metrics.
EXPERIENCE & QUALIFICATIONS:Qualification (Must/Desirable): Graduate Any Stream  
Experience:  Min. 2 years’ experience in similar role at an engineering company
SPECIAL SKILLS:-Excellent Communication and interpersonal skills.
-Excellent Cross-functional Coordination skills.
-Process Orientation.
-Ability to handle difficult situations with customers.
-Customer Centricity.
-Ability to review contracts, commercial terms in orders.
-Computer Skills – Google Workspace Apps, Excel, Gmail, SAP B1

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