Senior CRM Executive cum Sales Coordinator

Mentor Infocomm; Chennai; On-site; INR 400,000 - 700,000; Full time

Job summary

Mentorinfocomm is seeking an experienced Senior CRM Executive cum Sales Coordinator to manage our Zoho CRM Plus customer database and coordinate between customers, the sales team, support teams and management. You will maintain accurate records, capture enquiries, track opportunities through closure and coordinate customer support requirements.

The role requires ownership of CRM discipline, follow-up tracking and timely reporting to support business growth and customer satisfaction.

Qualifications

• Graduate in any discipline with CRM and sales coordination experience.
• Minimum 3 years of practical experience using Zoho CRM, preferably Zoho CRM Plus.
• Strong working knowledge of leads, contacts, accounts, deals, activities, workflows, reports and dashboards.
• Experience handling a substantial customer database and coordinating with multiple salespeople.
• Good Excel skills, including data cleaning, reconciliation and report preparation.
• Strong communication skills in Tamil and English, both spoken and written.
• Excellent follow-up, organisation, attention to detail and customer-handling skills.
• Familiarity with Zoho Desk, Zoho Books and related Zoho applications is an added advantage.

Responsibilities

• Maintain and update Zoho CRM Plus daily with customer data.
• Capture enquiries received through multiple channels and assign leads.
• Monitor lead follow-up within agreed timelines and track opportunities to closure.
• Coordinate with sales, presales, product, and support to deliver proposals.
• Prepare CRM reports, dashboards and track pipeline and activity status.

Skills

CRM coordination

Lead management

Customer coordination

Tamil and English

Excel data cleaning

Attention to detail

Multitasking

IT products knowledge

Education

Graduate in any discipline

Tools

Zoho CRM Plus

Zoho Desk

Zoho Books

Job description

We are seeking an experienced Senior CRM Executive cum Sales Coordinator to manage our existing Zoho CRM Plus customer database and coordinate between customers, the sales team, support teams and management.

The role involves maintaining accurate customer records, ensuring every incoming enquiry is captured and assigned, tracking sales opportunities through closure, and coordinating customer support requirements. The candidate must take ownership of CRM discipline, follow-up tracking and timely reporting to support business growth and customer satisfaction

Key Roles and Responsibilities:

CRM and Customer Database Management

• Maintain and update Zoho CRM Plus daily, including customer account names, contact persons, designations, telephone numbers, email addresses and locations.
• Review existing records, remove duplicates, correct incomplete information and maintain consistent data standards.
• Ensure leads, contacts, accounts and deals are linked correctly, converting qualified leads into the appropriate CRM records.
• Record customer interactions, requirements, assigned sales personnel, next actions and follow-up dates.
• Protect customer information and follow company procedures for CRM access and data handling.

Lead Management and Sales Coordination

• Capture enquiries received through telephone, email, the website, campaigns, referrals and other company channels.
• Verify basic customer requirements and promptly assign leads to the appropriate salesperson.
• Monitor whether assigned leads are contacted and followed up within agreed timelines.
• Track opportunities from initial enquiry through site visits, demonstrations, quotations, negotiations and order closure.
• Coordinate with sales, presales and product teams to ensure customers receive timely proposals and clarifications.
• Flag unattended leads, delayed quotations, overdue follow-ups and stalled opportunities to management.
• Record reasons for lost opportunities and identify enquiries that can be reactivated.

Customer and Support Coordination

• Act as a central coordination point for customer enquiries and status updates.
• Route installation, service, warranty and support requests to the responsible teams.
• Track pending customer issues, **escalate** delays and follow up until closure.
• Coordinate with sales, support, operations and accounts on customer commitments, order status and payment follow-ups.
• Identify renewal, repeat-business, cross-selling and upselling opportunities within the existing customer base.

Reporting and Performance Monitoring

• Prepare daily, weekly and monthly reports on leads, quotations, pipeline, conversions, orders and pending activities.
• Maintain dashboards showing sales performance against targets and salesperson-wise follow-up status.
• Track support requests, ageing issues and closure status.
• Support management reviews by preparing accurate CRM reports and tracking agreed action points.
• Encourage consistent CRM usage across the sales team and recommend improvements to workflows and reporting.

Required Skills and Qualifications

• Graduate in any discipline with relevant CRM and sales coordination experience.
• Minimum 3 years of practical experience using Zoho CRM, preferably Zoho CRM Plus.
• Strong working knowledge of leads, contacts, accounts, deals, activities, workflows, reports and dashboards.
• Experience handling a substantial customer database and coordinating with multiple salespeople.
• Good Excel skills, including data cleaning, reconciliation and report preparation.
• Strong communication skills in Tamil and English, both spoken and written.
• Excellent follow-up, organisation, attention to detail and customer-handling skills.
• Ability to prioritise multiple requirements and elevate issues promptly.
• Experience in IT products, system integration, audiovisual solutions, networking or technical services is preferred.
• Familiarity with Zoho Desk, Zoho Books and related Zoho applications is an added advantage.

Location and Availability

Candidates residing within a convenient commuting distance of our Greams Road, Chennai office will be preferred. Immediate joiners and candidates with a short notice period are encouraged to apply.

Performance Expectations

Success in this role will be measured through CRM data accuracy, timely lead assignment, follow-up compliance, visibility of the sales pipeline, timely reporting and effective coordination of customer support requests.

.