CRM Executive

Interact with customers and make follow-up calls in order to collect the amounts due and Upselling.

Building and maintaining a relationship with the existing clients.

Engage, Retain and Upsell existing customer accounts by delivering great customer experiences.

Call existing customers and establish buying cycles, customer needs and create a customer supplier relationship.

Timely payment & collections from the customers

Interaction with customers Emails & over the phone.

Process payments and refunds

Increasing the company's sales by upselling its services.

Resolve billing and customer credit issues

Update account status records and collection efforts

Updating the existing customers on the ongoing projects.

Coordinating with Sales Team & Accounts Team regularly with regards to payment and work status.

Required Candidate profile

Proven experience as a CRM Executive/Sr. Executive, BDM, Customer Success or Collection Specialist role

Team handling experience is a plus point.

Knowledge of billing procedures and collection techniques

Working knowledge of MS Office and databases

Excellent communication skills (written and oral)

Skilled in negotiation

Problem-solving skills