Senior Executive- CRM

Tribeca Creators Llp; Pune District; On-site; INR 400,000 - 700,000; Full time

Job summary

Tribeca Creators Llp in Pune, India, seeks a diligent Post-Sales Support specialist to manage client interactions from booking to possession, ensuring a seamless experience. You will coordinate documentation, monitor payments, maintain CRM records, and collaborate with project, engineering, and facilities teams to deliver timely handovers and a premium customer experience.

This role emphasizes accuracy, responsiveness, and proactive communication to sustain client satisfaction and successful

Qualifications

• Act as the primary contact for customers from booking to handover.
• Coordinate preparation, verification, and execution of post-sales documents.
• Track milestone payments and coordinate with finance for receipt issuance and delays.
• Maintain updated customer records in the CRM and track status.

Responsibilities

• Act as the primary point of contact for customers from booking to handover.
• Coordinate post-sales documents and ensure compliance.
• Follow up on milestone payments and manage schedules with finance.
• Keep CRM records updated and track client status.
• Coordinate handovers with project, engineering and facilities teams.
• Deliver high-touch, luxury-grade client experience through polished communication.
• Prepare and share periodic MIS reports on client status, payments, registrations, escalations, handovers and KPIs.

Skills

Client handling

CRM management

Documentation

Payment tracking

Handover coordination

Client experience

MIS reporting

Tools

CRM software

Job description

Key Responsibilities

1. Post-Sales Support

• Act as the primary point of contact for customers from booking to handover.
  
• Provide accurate, timely, and courteous responses to all client queries to ensure a seamless experience.
  

2. Documentation Management

• Coordinate preparation, verification, and execution of all post-sales documents, including Allotment Letters, Agreements for Sale, Registration documents, and related paperwork.
  
• Liaise with legal and sales teams to ensure compliance and accuracy.
  

3. Payment Tracking & Coordination

• Follow up with customers for milestone-based payments and ensure payment schedules are adhered to.
  
• Coordinate with the finance team for receipt issuance, reconciliation, and escalation of delays.
  

4. CRM System & Data Management

• Maintain updated and accurate customer records in the CRM system.
  
• Track follow-ups, reminders, communication logs, and project-wise client status.
  

5. Handover & Possession Coordination

• Assist in unit readiness checks, snag identification and rectification follow-up.
  
• Coordinate with project, engineering, and facility management teams for smooth handovers.
  
• Ensure all possession documents and kits are ready and delivered professionally.
  

6. Client Interaction & Experience

• Deliver a high-touch, luxury-grade customer experience through polished communication and personalised attention.
  
• Conduct client meetings, project walkthroughs, and escalation handling with professionalism.
  

7. Reporting & MIS

• Prepare and share periodic MIS reports on client status, payments, registrations, escalations, handovers, and other KPIs with internal stakeholders.