Customer Services Team Leader - Chief Executive - Customer services

Treelife; Mumbai; On-site; INR 500,000 - 800,000; Full time

Job summary

Treelife in Mumbai's BKC is seeking a Client Servicing Executive to nurture B2B relationships, ensure satisfaction, and support growth through coordinated client activities and reporting.

You will own the CRM, qualify prospects, coordinate meetings and proposals, and maintain MIS dashboards with the advisory team to track opportunities and outcomes. The role suits someone who is highly organized, communicates professionally in English, and thrives in a fast-paced startup environment.

Qualifications

• Bachelor's degree in Business Administration or marketing is required.
• Minimum 2+ years in client servicing or B2B service roles.
• Proficiency with CRM tools (HubSpot/Zoho/Salesforce) is essential.
• Excellent written and spoken English; professional communication.
• Strong organisational skills with proactive follow-up.

Responsibilities

• Own Treelife's CRM data hygiene, pipeline, and activity logging.
• Qualify prospects, conduct discovery calls, and prep notes for meetings.
• Coordinate meetings, proposals, and client-facing documents with advisory team.
• Maintain MIS reports and track sales opportunities and outcomes.
• Track projects across teams and ensure timely closure of action items.

Skills

CRM ownership

Client qualification

Client communication

Data management

Project coordination

Education

Bachelor's degree in Business Administration

Tools

HubSpot

Zoho

Salesforce

Job description

Position Hiring for: Client/Customer Service Executive

Location: BKC, Mumbai

What are we looking for: We are seeking an experienced Client Servicing Executive to manage B2B client relationships, ensure satisfaction, and drive growth opportunities. The role involves maintaining strong client connections, delivering exceptional service, and supporting sales efforts through efficient coordination and reporting.

Key Responsibilities

• 1. CRM ownership Own Treelife's CRM: data hygiene, pipeline stages, activity logging, and follow-up sequences Set up and maintain lead lists, track outreach status, and make sure nothing slips Build reports and dashboards to give visibility on pipeline health
• 2. Client Qualification Make discovery calls to understand a prospect's needs and qualify fit for Treelife's services Handle inbound inquiries, respond quickly, and move prospects to the next stage Brief senior team members before meetings with context and qualification notes
• 3. Client Communication - Follow-ups & Co-ordination Manage client databases, making sure information is accurate and up to date Coordinate and schedule meetings, calls, and follow-ups for the sales team Prepare and send proposals, agreements, and other client-facing documents in coordination with the advisory team Track progress on sales opportunities and make sure timely follow-through happens
• 4. Data management and reporting (MIS) Maintain and share regular pipeline and outreach reports with the team Keep a comprehensive record of client interactions, outreach activity, and service outcomes Flag patterns and surface information that helps the team make better decisions
• 5. Project Coordination & Execution Track projects, timelines, and deliverables across teams. Follow up regularly to ensure closure of action items.

Key Requirements

• ~ Bachelors degree in Business Administration, Marketing, or a related field.
• ~2+ years of experience in client servicing, account management, or a similar role in the B2B service industry.
• ~ Comfortable with CRM tools such as HubSpot, Zoho, or Salesforce. Willingness to own it end to end
• ~ Good written and spoken English. Knows how to communicate professionally without sounding robotic
• ~ Not afraid of calling.
• Treats the phone as a tool, not a hurdle
• ~ Highly organised. You close loops. You follow up. You do not drop things
• ~ Exposure to startup, legal, financial services, or professional services environments is a plus
• ~ Comfortable working in a fast-moving, lean team where you will build process, not just follow it .