Crm Executive

Innovatiview

Uttar Pradesh

On-site

INR 350,000 - 550,000

Full time

14 days+

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Job summary

Get It Rent is seeking a CRM Executive to manage and strengthen B2B client relationships from Noida (Sector 127). You will handle client communication, coordination, issue resolution, payment follow-ups, invoice coordination, and CRM management to ensure a seamless rental lifecycle.

The ideal candidate has 2+ years in CRM/client servicing, strong communication, and hands-on CRM skills to support growth through upselling and cross-selling. Relevant IT rental domain exposure is a plus.

Qualifications

  • Minimum 2 years of CRM/client servicing experience.
  • Experience in B2B client relationships and CRM processes.
  • Hands-on knowledge of CRM tools and customer management.
  • Experience in upselling and cross-selling.
  • Proficiency in MS Office.

Responsibilities

  • Handle end-to-end client relationship management for B2B clients.
  • Act as the primary point of contact for client queries and service requests.
  • Coordinate with internal teams including sales, operations, logistics, accounts, and technical support.
  • Maintain and update customer records in CRM software regularly.
  • Ensure timely resolution of client concerns, complaints, and escalations.
  • Follow up with clients regarding quotations, deliveries, contract renewals, and feedback.
  • Coordinate with the accounts team for invoice sharing and payment tracking.
  • Conduct timely payment follow-ups with clients to ensure outstanding collections are cleared.
  • Maintain records of invoices, payments, pending dues, and client communications.
  • Prepare MIS reports, customer interaction reports, payment status reports, and service updates.
  • Build long-term relationships to ensure client satisfaction and retention.
  • Monitor customer engagement and identify opportunities for service improvement.
  • Ensure professional communication and smooth coordination at all stages of the client lifecycle.
  • Identify upselling and cross-selling opportunities from existing clients.

Skills

Communication
Client Handling
CRM
Upselling
Invoices
Payment Follow-ups
MS Office
Negotiation
Coordination

Education

Graduation

Tools

CRM Software

Job description

Job description
  • Job Tittle: CRM Executive
  • Experience Required- Minimum 2 Years of Relevant Experience
  • Job Location - Noida (Sector 127)
  • Company: Get It Rent ( Sister Concern Of Innovatiview India Ltd.)
  • Industry Refrence: IT Rental / IT Infrastructure / B2B Services
Website:

https://www.getitrent.com/

Parent Company

https://www.innovatiview.com/

About the Company:

Get IT Rent is a leading IT rental company providing laptops, desktops, servers, printers, networking devices, and other IT equipment on rent to corporate clients across India. We specialize in delivering reliable and customized IT rental solutions for businesses, events, training, startups, and enterprises.

Job Summary:

We are looking for a dynamic and customer-focused CRM Executive to manage and strengthen B2B client relationships. The candidate will be responsible for client communication, coordination, issue resolution, payment follow-ups, invoice coordination, CRM management, and ensuring a seamless customer experience throughout the rental lifecycle.

The ideal candidate should possess excellent communication skills, prior experience in CRM/client servicing roles, and hands-on knowledge of CRM tools and customer management processes and and support business growth through upselling and cross-selling.

Key Responsibilities:
  • Handle end-to-end client relationship management for B2B clients
  • Act as the primary point of contact for client queries and service requests
  • Coordinate with internal teams including sales, operations, logistics, accounts, and technical support
  • Maintain and update customer records in CRM software regularly
  • Ensure timely resolution of client concerns, complaints, and escalations
  • Follow up with clients regarding quotations, deliveries, contract renewals, and feedback
  • Coordinate with the accounts team for invoice sharing and payment tracking
  • Conduct timely payment follow-ups with clients to ensure outstanding collections are cleared
  • Maintain records of invoices, payments, pending dues, and client communications
  • Ensure proper documentation related to billing, invoicing, and client servicing activities
  • Prepare MIS reports, customer interaction reports, payment status reports, and service updates
  • Build strong long-term relationships to ensure client satisfaction and retention
  • Monitor customer engagement and identify opportunities for service improvement
  • Ensure professional communication and smooth coordination at all stages of the client lifecycle
  • Identify upselling and cross-selling opportunities from existing clients.
Required Skills & Competencies:
  • Excellent verbal and written communication skills
  • Strong client handling and relationship management abilities
  • Experience in payment follow-ups, invoice coordination, and customer servicing
  • Exposure to upselling, cross-selling, renewals, or account expansion.
  • Prior experience in CRM profiles and CRM tools/software
  • Good coordination, negotiation, and problem-solving skills
  • Ability to manage multiple clients and tasks efficiently
  • Professional email drafting and follow-up skills
  • Proficiency in MS Office (Excel, Word, Outlook)
  • Strong organizational and interpersonal skills
Preferred Candidate Profile:
  • Graduate in any discipline
  • Minimum 2 years of experience in CRM, client servicing, customer support, account management, or payment coordination
  • Experience in B2B service industry preferred
  • Prior experience in IT rental, IT services, telecom, SaaS, or technology-related companies will be an added advantage
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