Customer Relationship Manager

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Location: Chakala, Andheri East, Mumbai

Experience: 2-4 Years

Looking for a role where your Zoho CRM expertise can make a real impact?

We're seeking a Zoho CRM Executive who enjoys improving processes, managing CRM data, building automation, and supporting business teams. If you've worked hands-on with Zoho CRM and want to take ownership of CRM operations, we'd love to hear from you.

What You'll Do

• Manage and maintain Zoho CRM on a daily basis
• Create workflows, automation rules, reports, and dashboards
• Support lead management and sales pipeline activities
• Ensure CRM data is accurate, organized, and up to date
• Handle data imports, updates, and cleanup projects
• Work with teams across Sales, Marketing, and Operations
• Support CRM integrations with business tools and platforms
• Identify process improvements and help drive CRM efficiency

What We're Looking For

• 2-4 years of hands-on Zoho CRM experience
• Experience creating workflows and automation
• Strong understanding of CRM data management
• Experience building reports and dashboards
• Good problem-solving and communication skills
• Ability to work independently and take ownership

Nice to Have

• Experience supporting Sales or Marketing teams
• Exposure to CRM integrations
• Experience with CRM process improvement initiatives

Why Join?

• Opportunity to own and improve CRM processes
• Cross-functional exposure across multiple business teams
• High-impact role with visibility and responsibility
• Learning and growth opportunities in operations and CRM management

Apply If You Have

✅ Strong Zoho CRM experience

✅ Experience with workflows, reports, and dashboards

✅ A passion for process improvement and data accuracy

✅ A proactive and solution-oriented approach to work

We're primarily looking for candidates with hands-on Zoho CRM experience.

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.

Key Responsibilities:

• Coordinate with different internal teams to ensure timely task completion.
• Track project activities, deadlines, pending tasks, and deliverables.
• Maintain and regularly update CRM with accurate client and lead information.
• Manage follow-ups with internal teams and clients.
• Track client requirements, feedback, approvals, and pending information.
• Ensure proper client onboarding and handover between teams.
• Monitor CRM follow-ups and ensure no leads or client activities are missed.
• Identify process delays and escalate issues to the concerned manager.
• Prepare daily/weekly MIS and process reports for management.
• Maintain trackers, documentation, and process records.
• Support the team in improving internal processes and workflow efficiency.

Requirements:

• 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
• Good knowledge of Excel/Google Sheets and CRM tools.
• Strong communication and follow-up skills.
• Excellent organizational and time-management abilities.
• Ability to coordinate with multiple teams simultaneously.
• Strong attention to detail and problem-solving skills.
• Basic understanding of digital marketing is preferred.
• Ability to work in a fast-paced agency environment.

Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation

Who you are ?

SERP Forge is looking for a proactive and client-focused Client Success Manager to help our clients achieve their SEO and link-building goals while building long-term relationships that drive retention and growth.

As a Client Success Manager, you'll serve as the primary point of contact for clients after they become customers. You'll work closely with our SEO, outreach, content, and sales teams to ensure smooth onboarding, exceptional communication, successful campaign execution, and outstanding client experiences.

This role is ideal for someone who enjoys building relationships, solving problems, managing projects, and helping clients get maximum value from the services they purchase.

What You'll Do

• Onboard new clients and understand their goals, requirements, and expectations
• Serve as the primary point of contact for assigned accounts
• Build strong relationships with clients and key stakeholders
• Coordinate with internal teams to ensure successful campaign delivery
• Provide regular updates, reports, and progress communication
• Manage feedback, approvals, revisions, and client requests
• Monitor account health and identify potential risks proactively
• Improve retention through excellent communication and service
• Identify upsell and cross-sell opportunities where appropriate
• Maintain accurate client records and activity history in Pipedrive

What We're Looking For

• Excellent written and spoken English
• Strong relationship-building and communication skills
• Strong organizational and project management abilities
• Ability to manage multiple client accounts simultaneously
• Problem-solving mindset
• High attention to detail
• Professional and confident client-facing communication
• Ability to handle difficult conversations diplomatically

Preferred Experience

• 3+ years of Client Success, Account Management, Customer Success, or Account Management experience
• Experience working in an SEO, digital marketing, SaaS, or agency environment
• Experience managing international clients
• Experience using CRM platforms such as Pipedrive, HubSpot, Salesforce, or Zoho CRM
• Experience working with remote teams

Bonus Points If You Understand

• SEO
• Link Building
• Digital Marketing
• SaaS Businesses
• Agency Operations
• Client Retention Strategies
• Customer Success Processes

Tools You'll Use

• Pipedrive
• Slack
• Google Meet
• Google Workspace
• Service Provider Pro

What Success Looks Like

Within your first few months, you'll be expected to:

• Manage client communications confidently
• Successfully onboard clients independently
• Maintain accurate CRM records
• Coordinate effectively with internal teams
• Build strong client relationships
• Identify opportunities to improve retention and account growth

Why Join SERP Forge?

• Fully remote role
• Work with international SaaS companies, agencies, and brands
• Direct impact on client retention and business growth
• Opportunity to help shape our client success processes
• Collaborative and growth-focused environment
• Long-term career progression opportunities

How to Apply:

Please send:

• Your resume
• A short introduction about yourself
• Details of your client-facing experience
• Any experience with SEO, digital marketing, SaaS, or agency services

Shortlisted candidates may be asked to complete a client communication assessment or account management exercise.

If you're passionate about building client relationships, delivering exceptional customer experiences, and helping clients succeed, we'd love to hear from you.