Client Relationship Executive

Job Description

CRM Executive Duties & Responsibilities:

Highly numerate with excellent proficiency in Microsoft Excel.
Support the Senior CRM manager to define and develop the retention strategy, roadmap and budget that will achieve targets and KPIs.
Ensuring that client information is most updated in CRM tools.
Lead regular status meetings and glean field input through regular connects.
Develop further as professional sales rep by acquiring working knowledge and selling techniques.
Proficient in Zoho and Excel preferred.
Work closely with operations and product managers to effectively prioritize projects to fit business needs.
Follow standard practices, keeping data organized, readable, maintainable, and documented
Remain current on new and updated information.
Manage the sending of the Quarterly connects and other marketing invitations to client.
Bright and willing to learn.