CRM Executive

Job Title - CRM Executive – Client Coordination (Field Role)

Job Type- Full-time | Field-based

Location - Mumbai

Role Summary - We are looking for a CRM Executive who will act as the single point of contact for assigned clients. The role involves client coordination, service issue handling, and billing follow-ups by coordinating with internal operations and accounts teams. This is a field-based role involving regular visits to client offices.

Key Responsibilities

Client Coordination & Relationship Management -

• Act as the primary contact for assigned clients / officers
• Handle client queries related to:
• Service issues
• Vehicle / driver concerns
• Billing status and documentation
• Visit client offices for coordination, follow-ups, and relationship management
• Maintain professional and long-term relationships with client representatives

Service Issue Coordination

• Receive service-related complaints or feedback from clients
• Coordinate with the Operations team for resolution
• Track issue closure and confirm resolution with clients
• Ensure vendors and drivers do not directly interact with clients

Billing Coordination

• Ensure invoices reach client offices on time
• Coordinate billing clarifications between client offices and internal accounts team
• Follow up for bill acknowledgement and processing status
• Update internal teams on billing progress and pending issues

Internal Communication

• Share regular updates with Operations and Accounts teams
• Escalate critical issues to City Head / Founder when required

Scope Clarification

This role does not include sales targets or business development

• Pricing, rate negotiation, and commercial decisions are handled by senior management
• Vendor payments and financial approvals are handled by the accounts team
• Driver and vendor discipline is managed by the operations team

Candidate Profile

• 2–5 years experience in CRM / client coordination / field operations / PRO-type roles
• Comfortable with field work and client office visits
• Good communication skills (Hindi + basic English+ Marathi)
• Professional, calm, and presentable
• Basic understanding of billing and documentation (training will be provided)
• Comfortable travelling by local train / bus

Salary & Benefits

• Salary: ₹22,000 – ₹35,000 per month (based on experience)
• Travel allowance: Provided (local train / bus)
• Weekly off as per company policy

Reporting To

City Head / Founder