CX Order management

r3 Consultant; Mumbai; On-site; INR 201,000 - 335,000; Full time

Job summary

r3 Consultant is seeking a CX (Order Management) Executive – CRM in Mumbai to manage CRM data, support retention, and coordinate with operations, product, and sales teams. The role emphasizes Excel proficiency, Zoho CRM expertise, and strong data management skills to update client information and drive engagement.

The successful candidate will work closely with Senior CRM Manager, contribute to quarterly connects, and execute marketing invitations while maintaining organized customer records and

Qualifications

• Experience with CRM systems and data upkeep.
• Ability to manage customer records accurately and maintain CRM data quality.
• Familiarity with retention programs and customer engagement initiatives.

Responsibilities

• Manage CRM data and ensure client information is up-to-date in CRM tools.
• Support retention strategies and collaborate with cross-functional teams.
• Coordinate with operations, product, and sales to prioritize CRM-related projects.
• Execute marketing initiatives like quarterly connects and invitations and track engagement.

Skills

CRM data management

Excel proficiency

Zoho CRM

Data analysis

Email campaigns

Marketing coordination

Education

Graduate degree in any discipline

Tools

Zoho CRM

Salesforce

HubSpot

Job description

Job Description: CX (Order Management) Executive – CRM

Job Title: CX (Order Management) Executive – CRM

Location: Nariman Point, Mumbai

Department: Customer Experience / CRM

Reports To: Senior CRM Manager

Employment Type: Full-Time

Experience: 2–3 Years

Salary Range: ₹18,000 – ₹30,000 per month

About the Role:

We are looking for a CX (Order Management) Executive to manage customer relationships, ensure accurate CRM data, and support retention strategies. This role requires a highly organized, detail-oriented professional with strong Excel and CRM skills (Zoho preferred). The ideal candidate will work closely with operations, product, and sales teams to prioritize projects, maintain client information, and execute marketing initiatives like quarterly connects and invitations.

Key Responsibilities:

• CRM Data Management
• Ensure client information is up-to-date in CRM tools (Zoho preferred)
• Maintain accurate, organized, and documented customer records
• Follow standard practices for data entry, updates, and cleanup
• Track customer interactions, orders, and follow-ups in CRM
• Retention Strategy Support
• Support the Senior CRM Manager in defining and developing retention strategy, roadmap, and budget
• Help achieve targets and KPIs for customer retention and engagement
• Analyze customer data to identify trends, churn risks, and opportunities
• Cross-Functional Coordination
• Work closely with operations and product managers to prioritize projects that fit business needs
• Lead regular status meetings and gather field input through regular connects with teams
• Collaborate with sales, marketing, and customer service teams for seamless customer experience
• Marketing & Customer Engagement
• Manage the sending of Quarterly Connects and other marketing invitations to clients
• Coordinate email campaigns, event invitations, and customer engagement activities
• Track response rates and engagement metrics for marketing initiatives
• Continuous Learning & Development
• Develop as a professional sales rep by acquiring working knowledge and selling techniques
• Remain current on new and updated information (products, services, industry trends)
• Stay bright and willing to learn new tools, processes, and best practices

Skills & Qualifications:

Education:

• Graduate in any discipline (Business, Marketing, or Communication preferred)
• Additional certification in CRM, Customer Experience, or Data Management is a plus

Experience:

• 2–3 years of experience in CRM, customer experience, order management, or sales operations
• Experience with Zoho CRM is highly preferred
• Experience in retention strategy, customer engagement, or marketing coordination is a bonus

Technical Skills:

• Highly numerate with excellent proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas, charts)
• Proficient in Zoho CRM (or similar CRM tools like Salesforce, HubSpot)
• Strong data management and reporting skills
• Comfortable with email campaigns, marketing tools, and analytics

Soft Skills:

• Excellent organizational skills — can manage multiple projects simultaneously
• Attention to detail — accurate data entry and record-keeping
• Strong communication — verbal and written (English, Hindi, Marathi)
• Team collaboration — works well with operations, product, sales, and marketing teams
• Analytical thinking — can interpret data and provide insights
• Proactive and self-motivated — takes initiative without constant supervision

What We Offer:

• Salary: ₹18,000 – ₹30,000 per month (based on experience and skills)
• Location: Nariman Point, Mumbai (prime corporate location)
• Work Schedule: 5 days a week (Monday – Friday), Day Shift
• Growth: Opportunity to grow into Senior CRM Executive, CRM Manager, or Customer Experience Manager roles
• Environment: Professional, collaborative work culture with learning opportunities
• Exposure: Work with senior leadership on retention strategy and customer engagement initiatives