CRM Executive

**Position Overview**

The **CRM Executive** at Be the BEE plays a vital role in maintaining and enhancing client relationships, tracking engagement, and supporting retention strategies. This role ensures that client databases, campaign records, feedback loops, and communications are well-managed — contributing directly to client satisfaction, loyalty, and repeat business.

Ideal for a detail-oriented communicator who thrives on **relationship-building**, this role demands both **operational efficiency** and **people-centric intuition**, especially within the dynamic environment of Indian advertising.

**Key Responsibilities**

**1. Client Relationship Database Management**
- Maintain an updated CRM system with contact information, communication history, campaign updates, and milestone logs.
- Segment clients based on campaign type, size, industry, and relationship value to support tailored communication and upselling.
- Doing regular follow up for payment from client.

**2. Client Engagement & Communication**
- Send periodic check-ins, festival greetings, newsletters, campaign reports, and follow-up notes to ensure warm and consistent communication with existing and potential clients.
- Track birthdays, anniversaries, milestones, and key dates to enhance personalization in client interactions.

**3. Campaign Support & Feedback Tracking**
- Post-campaign, collect client feedback and generate reports on satisfaction, outcomes, and areas for improvement.
- Maintain logs of issues, resolutions, and recommendations to support relationship enhancement.

**4. Retention & Loyalty Programs**
- Assist in planning and executing client appreciation programs, gifting, surveys, and exclusive previews of agency innovations or success stories.

**5. CRM Analytics & Reporting**
- Support senior leadership with CRM-driven insights that inform strategic growth and client outreach.

**6. Tool & Data Administration**
- Ensure all CRM-related tools are maintained, updated, and integrated with marketing and client servicing dashboards.
- Train new team members on CRM usage best practices.

**Skills & Competencies**
- **Relationship-Driven Mindset**: Prioritizes warmth, empathy, and proactive client communication.
- **Detail-Oriented**: Ensures records are complete, accurate, and timely.
- **Follow-Up Champion**: Doesn’t let leads go cold or conversations fall through.
- **CRM Fluency**: Understands how CRM systems work and how to maximize them for relationship building.
- **Marketing Understanding**: Knows how campaigns connect to business outcomes and client goals.

**Tools & Software**
- CRM Platforms**:Zoho CRM, HubSpot, Salesforce, Bitrix24** or similar
- Reporting & Analysis**:Excel, Google Sheets, Data Studio (for NPS tracking)**
- Communication: WhatsApp for Business, Zoom, Slack

**Qualifications**
- Bachelor's degree in **Marketing**, **Business Administration**, **Mass Communication**, or related fields.
- 2-4 years of experience in a **CRM, client servicing, or customer engagement role** within advertising, media, or B2B services.

**Regional/Cultural Expectations**
- Understands Indian festival calendars, regional etiquette, and emotional cues in professional communication.
- Comfortable customizing CRM touchpoints for different tiers of clients - regional, national, or niche accounts.
- Familiarity with client lifecycle management within a creative services environment.

**Job Types**: Full-time, Permanent

Pay: ₹22,000.00 - ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Internet reimbursement
- Paid sick time
- Provident Fund

Ability to commute/relocate:

- Kalighat, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Master's (required)

**Experience**:

- CRM software: 2 years (required)
- SAP CRM: 2 years (required)

Work Location: In person