CRM & New Business Coordinator

Catalys; Hyderabad, Bengaluru, Delhi; Remote; INR 600,000 - 1,000,000; Full time

Job summary

Catalys is seeking a CRM and account management professional who can coordinate sales activities, service clients, and manage data across the CRM system. The role requires collaboration with clients, sales teams, and internal units to ensure timely follow-ups and accurate information.

You will need 3-5 years in CRM, client servicing, or related roles, with hands-on Meta Marketing experience. The ideal candidate is highly organized, proactive, and able to handle multiple priorities while

Qualifications

• 3-5 years of experience in CRM, Sales Coordination, Client Servicing, or Account Management.
• Strong communication, coordination, and relationship-management skills.
• Prior hands-on experience in Meta Marketing is mandatory.
• Highly organised, detail-oriented, and proactive with a strong follow-up mindset.
• Comfortable managing multiple leads, clients, and priorities simultaneously.

Responsibilities

• Manage and maintain accurate CRM, lead, client, and sales pipeline records.
• Coordinate with the sales team on lead follow-ups, updates, and pipeline tracking.
• Manage client communication, account coordination, follow-ups, and day-to-day requirements.
• Act as a bridge between clients and internal teams to ensure smooth execution.
• Schedule and coordinate client calls, meetings, reviews, and follow-ups.
• Track client requirements, pending tasks, and action items through to timely closure.
• Maintain client records, trackers, reports, proposals, and presentations.
• Identify and resolve gaps in CRM, sales, and client data.
• Support client retention and business growth through strong relationship management and identifying repeat-business opportunities.
• Maintain strict confidentiality of client and Company information.
• Support CRM and account management process improvements and take up other responsibilities assigned by management.
• Travel occasionally for official meetings or client interactions, as required.

Skills

CRM tools

Sales coordination

Client servicing

Account management

Meta Marketing

Tools

Spreadsheet tools

Reporting tools

Job description

Job Summary

The Employee shall be responsible for supporting the Company's CRM, sales coordination, client servicing, and account management functions. The role requires effective coordination with clients, the sales team, and internal teams to ensure accurate data management, timely follow-ups, smooth execution of client requirements, and continued client engagement.

Who You Are

• 3-5 years of experience in CRM, Sales Coordination, Client Servicing, or Account Management.
• Strong communication, coordination, and relationship-management skills.
• Prior hands-on experience in Meta Marketing is mandatory. Please do not apply if you do not have relevant Meta Marketing experience.
• Highly organised, detail-oriented, and proactive with a strong follow-up mindset.
• Comfortable managing multiple leads, clients, and priorities simultaneously.
• Experience with CRM tools, spreadsheets, trackers, and reporting.
• Experience with D2C, e-commerce, or digital marketing is preferred.

What You'll Do

• Manage and maintain accurate CRM, lead, client, and sales pipeline records.
• Coordinate with the sales team on lead follow-ups, updates, and pipeline tracking.
• Manage client communication, account coordination, follow-ups, and day-to-day requirements.
• Act as a bridge between clients and internal teams to ensure smooth execution.
• Schedule and coordinate client calls, meetings, reviews, and follow-ups.
• Track client requirements, pending tasks, and action items through to timely closure.
• Maintain client records, trackers, reports, proposals, and presentations.
• Identify and resolve gaps in CRM, sales, and client data.
• Support client retention and business growth through strong relationship management and identifying repeat-business opportunities.
• Maintain strict confidentiality of client and Company information.
• Support CRM and account management process improvements and take up other responsibilities assigned by management.
• Travel occasionally for official meetings or client interactions, as required.

Location - Remote-Bengaluru,Hyderabad,Delhi / NCR,Chennai,Pune,Kolkata,Ahmedabad,Mumbai