CareerXperts Consulting
Website:
careerxperts.com
Job details:
We are looking for a detail-oriented and customer-focused CRM Specialist to manage and optimize customer relationship processes, engagement workflows, and client communication strategies. This role is ideal for someone who understands customer lifecycle management, data-driven engagement, and how strong relationship management contributes to business growth and retention.
You will work closely with sales, marketing, customer success, and leadership teams to improve customer experience, streamline CRM operations, and strengthen long-term customer relationships.
Key Responsibilities
- Manage and maintain the organization’s CRM platform and customer database
- Ensure customer data accuracy, segmentation, and reporting consistency
- Monitor customer interactions and engagement across different touchpoints
- Develop and optimize customer communication workflows and follow-up processes
- Support sales and customer success teams with pipeline tracking and relationship management
- Generate reports, dashboards, and insights related to customer engagement, retention, and business performance
- Coordinate customer outreach campaigns, onboarding communications, and engagement initiatives
- Identify opportunities to improve customer experience and operational efficiency
- Track customer feedback and collaborate with internal teams to improve processes and service delivery
- Maintain CRM best practices, documentation, and process compliance
Required Skills & Experience
- Bachelor’s degree in Business Administration, Marketing, Communications, or related field
- 2–5 years of experience in CRM management, customer success, account coordination, or related roles
- Hands-on experience with CRM platforms such as Salesforce, HubSpot, Zoho CRM, Freshsales, or similar tools
- Strong understanding of customer lifecycle management and relationship-building strategies
- Excellent communication and interpersonal skills
- Strong analytical, organizational, and reporting capabilities
- Proficiency in Excel, reporting tools, and CRM analytics
- Ability to manage multiple customer interactions and workflows simultaneously
- Strong attention to detail and process-oriented thinking
- Ability to work collaboratively across teams in fast-paced environments
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