Client Success Specialist

11 hours ago

Belgaum, Karnataka, India beBeeDataManagement Full time ₹ 9,00,000 - ₹ 12,00,000
Job Opportunity

We are seeking a detail-oriented Client Success Associate to ensure timely updates and accuracy of sales data within the CRM/LMS system.

The role involves coordinating with Sales Executives, verifying lead information, escalating gaps, and supporting business development activities with strong communication across multiple languages.

  • Data Management:
  • Follow up with Sales Executives to ensure CRM is updated on time.
  • Verify and maintain accuracy of CRM and LMS data.
  • Track Tasks, Lead Reviews, Pending Assignments on a daily basis.
  • Manage Imported Leads, Bookings, and Retails in the system.
  • Ensure proper classification of Excluded Numbers, Employees, and Branches.
  • Communication And Coordination:
  • Call and follow up with Sales Executives regarding pending updates.
  • Maintain professional communication with Sales/BDM teams.
  • Escalate unresolved issues to higher management.
  • Reporting And Analysis (DAR – Daily Activity Report):
  • Prepare and share daily, weekly, and monthly reports on lead status and follow-ups.
  • Highlight delays, pending actions, and escalate issues when required.
  • Support BDMs with data-driven insights for business development.

Required Skills

  • Strong communication & 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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