CRM manager

REVIEW CRITERIA:

MANDATORY:

• Strong Customer Success, Large account management Profile
• Must have 5+ YOE in Customer Success, Account Management, or Client Relationship in a SaaS environment.
• Must have 3+ YOE in Team management
• Must have expertise in managing and ensuring long-term satisfaction and growth with the enterprise-level customers,
• Must be proficient in CRM and customer success tools
• Candidate for Hyderabad should know 1 more South Indian language (Tamil, Kannada, Malayalam) other than Telugu

PREFERRED:

• Retail, Manufacturing or FMCG
• Candidates for Hyderabad knowing any other south Indian language apart from Telegu

ROLE & RESPONSIBILITIES:

• Build and maintain strong relationships with key stakeholders within assigned high ticket accounts.
• Serve as the primary point of contact for strategic customers, ensuring their needs are met and expectations are exceeded.
• Develop and execute customer success plans, including onboarding, training, and ongoing support.
• Proactively identify and address customer challenges, providing solutions and recommendations to drive customer success.
• Collaborate with cross-functional teams, including Sales, Product, and Support, to ensure a seamless customer experience.
• Conduct regular business reviews with customers to review performance, identify areas for improvement, and present new opportunities.
• Monitor customer health metrics and proactively address any red flags to prevent churn.
• Act as a customer advocate, providing feedback and insights to internal teams to drive product enhancements and improvements.
• Stay up-to-date with industry trends and best practices in customer success management.

IDEAL CANDIDATE:

• Bachelor's degree in Business Administration, Accounts, or a related field.
• Minimum of 5 years of experience in a customer success role, preferably in a SaaS company.
• Proven track record of managing and retaining high-value customers.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers.
• Strong problem-solving and analytical skills, with the ability to identify and address customer challenges.
• Self-motivated and results-oriented, with the ability to work independently and as part of a team.
• Proficient in CRM software and other customer success tools.
• Ability to travel as needed to meet with customers.

Job Summary: Position Title: Customer Service Executive

Location: Mumbai

Job Description: we are looking a proactive and customer-focused Customer Service Executive to join our team. The ideal candidate will be responsible for managing customer inquiries, resolving issues, and ensuring a positive customer experience. This role requires excellent communication skills, both written and verbal, and the ability to handle customer concerns effectively via email and phone.

Responsibilities:

• Attending inbound calls involves receiving and responding to incoming calls from customers

• Provide accurate and relevant information regarding products, services, company policies, and procedures.

• Respond to customer inquiries via email in a timely, clear, and professional manner.

• Ensure all customer emails are acknowledged and resolved

• Listen actively to customer concerns, complaints, and issues, ensuring full understanding and empathy.

• Resolve customer grievances and complaints quickly and effectively, escalating to higher management when necessary.

• Follow-up with customers to ensure satisfaction after issue resolution and that the solution meets their expectations.

• Identify recurring customer issues and proactively work with internal teams to suggest improvements or preventative measures.

• Assist customers with order tracking, billing inquiries, account management, and product-related questions.

• Inform customers about order status, shipment tracking, delivery delays, or product/service updates.

• Accurately document all customer interactions and complaints in the CRM system, ensuring a clear audit trail.

• Maintain detailed logs of follow-up actions, resolutions, and outcomes.

• Collect customer feedback and report trends to management for continuous service improvement

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Roles and Responsibilities

• Client acquisition & Grievance Handling. Explain Trading Strategies, Company Terms, and Market Risk to the Clients.
• Generate prospects on Daily Basis via Telephonic, Visual & Text conversations.
• Conduct Risk Profile Management & Trading Strategies sessions with the clients.
• Coordinate with Digital Marketing & Research Team to Service Best to the Clients.
• Explore Global Market, Keep updated on current affairs to Serve Investors & Traders.Achieve Monthly tasks via Client Acquisition on Generating Leads.

Desired Candidate Profile

• Minimum Graduate or Post Graduate. Talkative, Enthusiastic, and Innovative.
• Knowledge of Global Market. (Forex &Comex) Fluent English Communication, Sales & Marketing Skills require.
• Should be a self-motivated, independent, detail-oriented, responsible team player and exhibit exceptional relationship management skills.
• Experienced in International Sales, Marketing, Global Market and Financial Services will be preferred.

Perks and Benefits

• Desired Incentives. Overseas Trip by Company.
• Monthly Contest & Trophies.
• Quarterly and Annual Rewards and Recognition.

While the role will vary depending on the company and the industry, you might expect your tasks to include:

. Identifying opportunities in target markets for your organization’s products and services

· Generating leads through cold calling prospective clients or networking at trade shows.

· Developing and nurturing relationships with key customer accounts.

· Keeping up with the latest industry developments, including market positioning of corporate competitors.

·  Assessing client needs and the company’s ability to meet those needs.

· Following up with new leads and referrals generated from the sales team.

· Preparing status reports on goals.

· Using customer relationship management (CRM) software, such as Salesforce, to manage interactions.

Job Description:

A sales development representative (SDR) is responsible for outbound sales prospecting for the Enterprise segment. Rather than trying to close deals, his/her work revolves around generating and qualifying new leads and moving them through the sales pipeline, until they’re ready to talk to the account executives/sales closers. He/she has to validate and screen potential customers given by LDRs (Lead Development Representatives) who can benefit from our products. As the first line of communication with prospects, ideal SDRs should have a strong understanding of the sales process, excel at researching leads, understand key pain points, start new relationships, and set our sales closers up for success. You should be a quick learner with strong communication skills and have the ability to showcase our offerings compellingly. Every potential customer is an opportunity for you to boost top-line revenue growth, customer acquisition levels, and profitability.

Role & Responsibilities

• Generate Sales Qualified Opportunities from various lead generating channels through LDRs, LinkedIn, Company Reports and profiles etc.,
• Design email campaigns (persona wise) to generate interest in the leads.
• Do discovery meetings to understand the pain points of the prospects.
• Do email/calls to the target audience to generate interest and fix demo appointments.
• Represent our company’s products and services, starting with a comprehensive understanding and leading to consumer research to identify how our solutions meet needs.
• Build relationships by nurturing warm prospects and finding new potential sales outlets.
• Manage and maintain a pipeline of interested prospects and engage sales executives for the next steps.
• Identify best practices to refine the company’s lead generation.

Desired Candidate Profile

• Bachelor’s/Master’s Degree from an accredited University with relevant 0-2 years of sales experience.
• Must have strong interpersonal, communication, and presentation skills across a variety of channels (email, social media, phone, etc.)
• Should showcase a target-oriented approach toward his/her work.
• Possess a research-oriented approach to identifying opportunities.
• Prior automotive experience is preferred but not mandatory.
• Willingness to work outside the strict job description parameters, thinking creatively about how to provide the highest level of internal and external customer service.
• Strong desire and ability to come up with innovative ideas.
• Ability to see problems as opportunities.
• Prior experience in using CRM is preferred but not mandatory.

Employment Type

Full-time

Apply through this link

https://garageplug.freshteam.com/jobs/GFHD8JF1VJm7/sales-development-representative-sdr" target="_blank">https://garageplug.freshteam.com/jobs/GFHD8JF1VJm7/sales-development-representative-sdr

Who you are:

We are looking for experienced / energetic Demo Jockey (s) who can represent the 500apps brand well and engage our prospective customers in partnership with the sales team in meaningful ways for customers as well as 500apps.. Ideal candidates will share our passion to learn and master the apps to make customers appreciate 500apps in their situation / context. The successful candidate will be business savvy, detail oriented and be able to build effective demo’s to suit a prospective customer's use case. She / he would have had relevant experience in a SaaS / Product based company.

What you will be doing (responsibilities):

1. Work as part of the Sales POD in a matrixed environment to close deals.

2. Pull together effective demo’s using necessary apps for desired outcomes.

3. Keep an eye on the Sales pipeline and build / customize demo’s as needed prior to client meetings in partnership with the sales team.

4. Gather feedback from Customers post demonstration and provide the same to the Product team for potential enhancements / tweaks to fit into the customer's environment.

5. Be available / flex for demo’s as per shift / region assigned.

6. Build and maintain a repository of ready to use Demo’s for most frequent use cases.

7. Create and submit necessary reports.

8. Be the product champion / evangelist for 500apps.com

9. Stay on top of updates in current apps and new apps being launched - explore new app combinations for enhanced results.

Skills, Qualifications, Requirements:

• Clear and articulate communicator in English language to be able to effectively engage International customers.
• Ability to learn and apply apps in a stand alone fashion as well as in combination with other apps to deliver enhanced results for Customer use cases.
• Ideal candidate has a broad understanding of industries, domains, functions and disciplines to be able to effectively and quickly apply the apps in appropriate scenarios.
• You will ideally have a combination of both Product (Computer Sciences) and Business education and experience.
• At least 3 years of relevant experience as Demo Specialist or Onboarding Specialist in a B2B setting.
• Should be able to work effectively in a Matrixed environment - working closely with Sales and Customer Success Teams.

• Ability to learn and adapt fast.

Required Candidate profile