Customer Experience (CX) Executive

Lucky International; Hinoba-an; On-site; PHP 357,000 - 580,000; Full time

Job summary

Lucky International in the Philippines is seeking a CRM support role focused on data quality and retention strategy. You will assist the Senior CRM manager with defining the retention roadmap and budget, and ensure client data remains current in Zoho and Excel.

You'll lead regular status meetings, collaborate with operations and product managers to prioritize projects, and help expand selling techniques while keeping documentation up to date.

Qualifications

• CRM tools and data management experience preferred.
• Familiarity with Zoho CRM is desirable.
• Strong numerical ability and Excel proficiency.

Responsibilities

• Support the Senior CRM manager to define and develop the retention strategy, roadmap and budget that will achieve targets and KPIs
• Ensure that client information is most updated in CRM tools
• Lead regular status meetings and glean field input through regular connects
• Develop further as professional sales rep by acquiring working knowledge and selling techniques
• Work closely with operations and product managers to effectively prioritize projects to fit business needs
• Follow standard practices, keeping data organized, readable, maintainable, and documented
• Remain current on new and updated information
• Manage the sending of the Quarterly connects and other marketing invitations to client.

Skills

Numeracy

Excel proficiency

Selling techniques

Tools

Zoho

Microsoft Excel

Job description

Sample responsibilities for this position include:

Highly numerate with excellent proficiency in MicrosoftExcel

Support the Senior CRM manager to define and develop theretention strategy, roadmap and budget that will achieve targets and KPIs

Ensuring that client information is most updated inCRM tools

Lead regular status meetings and glean field input throughregular connects

Develop further as professional sales rep by acquiringworking knowledge and selling techniques

Proficient in Zoho and Excel preferred

Work closely with operations and product managers toeffectively prioritize projects to fit business needs

Follow standardpractices, keeping data organized, readable, maintainable, anddocumented

Remain current on new and updated information

Manage the sending of the Quarterly connects and othermarketinginvitations to client.