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Client Relationship Management (CRM)

Ahmedabad
Full-Time
Mid-Level: 4 to 6 years
9L - 12L (Per Year)
Posted on Feb 21 2024

Not Accepting Applications

About the Job

Skills

Client Relations
Communication
Onboarding
collaboration
Customer Retention
Client Satisfaction

Company Overview


Entigrity is a leading provider of offshore staffing solutions for accounting, CPA, and tax firms across the globe. With a workforce of 2,200+ employees, we have served 600+ CPAs and public accounting firms nationwide. Our services begin at just $11 per hour, making offshore staffing an affordable and practical solution for firms of all sizes. We are a proud independent member of the BDO Alliance USA and have collaborated with IMA to train and upskill professionals in India. Entigrity has also signed MOUs with the Governments of Gujarat and Kerala to boost employment and create jobs in the states. With our strong reputation and track record, we have been recognized as the Dream Employer of the Year and received the Best Employer Brands 2023 award.


Job Overview


We are seeking a knowledgeable and experienced Client Relationship Manager (CRM) to join our team. As a CRM, you will be responsible for managing relationships with our clients, ensuring their satisfaction, and driving customer retention. This is a mid-level position with 4 to 6 years of experience. The job is located in Ahmedabad, Gujarat, India, and is a full-time role.


Qualifications and Skills


  • 4 to 6 years of experience in client relationship management or a similar role
  • Excellent communication and interpersonal skills
  • Strong problem-solving and decision-making abilities
  • Ability to collaborate and build relationships with internal and external stakeholders
  • Experience in onboarding and implementing solutions for clients
  • Proven track record in customer retention and client satisfaction
  • Proficient in using CRM software and tools
  • Knowledge of the accounting industry is a plus
  • Bachelor's degree in business administration, marketing, or a related field


Roles and Responsibilities


  • Manage relationships with clients and serve as their primary point of contact
  • Understand client needs and provide solutions to ensure their satisfaction
  • Collaborate with internal teams to ensure effective onboarding and successful implementation of services
  • Monitor and track client accounts to identify opportunities for upselling and cross-selling
  • Proactively address client issues and resolve them in a timely manner
  • Conduct regular meetings and check-ins with clients to ensure ongoing satisfaction
  • Prepare and deliver client reports and presentations
  • Stay updated on industry trends and best practices to provide valuable insights to clients
  • Work closely with the sales team to identify expansion opportunities within existing accounts
  • Maintain accurate and updated client records in the CRM system





About the company

Entigrity is a leading provider of offshore staffing solutions for accounting, CPA, and tax firms across the globe. Our experienced team of professionals can help you hire offshore staff for a variety of positions, including accountants, tax preparers, bookkeepers, tax reviewers, tax seniors, audit associates, admin executives, and more. With a workforce of 2,200+ employees, We have served 600+ CP ...Show More

Industry

Financial Services

Company Size

1001-5000 Employees

Headquarter

Sugar Land

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