CRM Executive

Job Overview

This role involves managing customer orders, coordinating material dispatch, overseeing logistics, communicating with customers, and ensuring payment collection, all while fostering strong relationships between clients and internal teams.

Primary Responsibilities

• Organize material shipments based on client needs and delivery timelines.
• Collaborate with internal teams and transport providers to manage logistics, transportation, and delivery processes.
• Monitor shipments and keep customers and stakeholders promptly informed about delivery statuses.
• Liaise with Production, Stores, Accounts, Sales, and Dispatch departments to ensure seamless order processing.
• Conduct proactive follow-ups with customers and internal parties regarding pending payments and outstanding dues.
• Maintain comprehensive records of orders, dispatch details, delivery confirmations, invoices, and payment progress.
• Address customer inquiries related to orders, shipment, documentation, and payment issues.
• Distribute invoices, e-way bills, delivery notes, and all required documentation punctually.
• Identify delays in deliveries or payments and escalate unresolved issues to management timely.
• Maintain consistent communication with customers to boost satisfaction and facilitate swift resolution of concerns.
• Compile and present regular MIS reports covering dispatch, logistics, collections, and pending orders.

Required Qualifications and Skills

• Effective communication and consistent follow-up capabilities.
• Strong organizational skills and coordination proficiency.
• Basic knowledge of logistics operations, dispatch coordination, and billing processes.
• Competence in MS Excel or Google Sheets and familiarity with CRM/ERP software platforms.
• Meticulous attention to detail and the ability to track multiple follow-ups efficiently.

Performance Metrics

• Timeliness of dispatch and delivery.
• Efficiency of payment collection and follow-up on outstanding invoices.
• Accuracy in order fulfillment and delivery processes.
• Effective resolution of customer queries.
• Cost-effectiveness and smooth coordination of logistics operations.