Sales Data Coordinator

1 day ago

Alleppey, Kerala, India beBeeSuccess Full time ₹ 25,00,000 - ₹ 45,00,000
Job Title: Client Success Associate - Sales Support & CRM Executive

We are seeking a detail-oriented and organized individual to ensure timely updates and accuracy of sales data within our CRM/LMS system.

This role involves coordinating with sales teams, verifying lead information, escalating gaps, and supporting business development activities.

Key Responsibilities:

  1. CRM & Data Management:
  2. Ensure timely updates of CRM by following up with sales executives.
  3. Verify and maintain accuracy of CRM and LMS data on a daily basis.
  4. Track tasks, lead reviews, and pending assignments on a regular basis.
  5. Manage imported leads, bookings, and retails in the system efficiently.
  6. Ensure proper classification of excluded numbers, employees, and branches.
  7. Communication & Coordination:
  8. Communicate effectively with sales executives regarding pending updates.
  9. Maintain professional communication with sales/BDM teams at all times.
  10. Escalate unresolved issues to higher management promptly.
  11. Reporting & Analysis (DAR – Daily Activity Report):
  12. Prepare and share daily, weekly, and monthly reports on lead status and follow-ups.
  13. Highlight delays, pending actions, and escalate issues when required.
  14. Support BDMs with data-driven insights for business development purposes.

Required Skills and Qualifications:

  • Strong communication and follow-up skills.
  • Fluency in Tamil, Kannada, Telugu, or Hindi along with English.
  • Basic knowledge of CRM/LMS systems and data entry.
  • High attention to detail, patience, and accuracy.
  • Ability to coordinate with multiple stakeholders and escalate effectively if needed.

Preferred Attributes:

  • Prior experience in sales support/data entry/CRM executive roles.
  • Strong organizational and time-management skills.
  • Ability to work under pressure with persistence and discipline.

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