CRM Team Lead

Posted 13 Days Ago
Be an Early Applicant
Kolkata, West Bengal, IND
In-Office
Mid level
Professional Services
The Role
Leads a CRM team, monitors productivity, manages customer feedback and complaints, analyzes retention and service-inflow data, and develops follow-up campaigns. The role requires preparing CRM MIS, using Excel for dashboards and analysis, identifying dissatisfaction and repeat-service trends, coordinating corrective actions with service teams, and improving customer retention, complaint closure, and service-centre customer inflow.
Summary Generated by Built In

Key Responsibilities

1. Team Management & Daily Monitoring

  • Lead and supervise a team of Customer Relationship Executives (CREs).
  • Allocate daily activities and monitor individual productivity.
  • Track calls, follow-ups, service reminders, customer feedback and pending activities.
  • Ensure all assigned CRM activities are completed within defined timelines.
  • Review daily MIS and follow up with team members on pending tasks.
  • Conduct regular team reviews and provide guidance to improve performance.

2. Customer Retention & Feedback

  • Monitor customer retention and repeat-service behaviour.
  • Track customer feedback received after service.
  • Analyse customer satisfaction trends across different service centres.
  • Identify customers who are not returning for subsequent services and develop appropriate follow-up plans.
  • Monitor service reminders, follow-ups and customer reactivation activities.

3. Complaint Management & Root-Cause Analysis

  • Monitor customer complaints and escalations.
  • Understand the root cause behind customer dissatisfaction rather than merely recording complaints.
  • Coordinate with service teams to identify recurring operational/service issues.
  • Prepare complaint analysis and identify trends or recurring problem areas.
  • Recommend corrective and preventive actions to reduce customer complaints.
  • Follow up to ensure complaints are closed satisfactorily.

4. Increasing Customer Inflow

  • Develop strategies to increase customer visits to the service centres.
  • Analyse the existing customer database to identify opportunities for service reminders, repeat visits and inactive customers.
  • Plan targeted calling and follow-up campaigns with the CRE team.
  • Track campaign effectiveness and customer conversion.
  • Work closely with workshop/service teams to improve customer engagement and retention.

5. MIS, Excel & Data Analysis

  • Prepare and maintain daily, weekly and monthly CRM MIS.
  • Track CRE-wise and service-centre-wise productivity.
  • Analyse customer feedback, complaints, retention and service-inflow data.
  • Prepare reports for management review.
  • Use MS Excel extensively for data tracking, analysis, dashboards and reporting.
  • Candidates should be comfortable working with Excel formulas, filters, sorting, Pivot Tables and basic data analysis.

Key Performance Areas

The candidate will be evaluated on:

  • CRE productivity and task completion
  • Customer retention and repeat service
  • Customer feedback and satisfaction trends
  • Reduction in recurring complaints
  • Complaint closure and escalation management
  • Service-centre customer inflow
  • CRM campaign effectiveness
  • Accuracy and timeliness of MIS
  • Team performance and discipline


Requirements

Candidate Profile

  • Female candidate preferred.
  • Graduate with approximately 3–7 years of experience in CRM, customer relationship management, automobile dealerships, service centres, retail or a similar customer-facing environment.
  • Prior experience managing a team will be strongly preferred.
  • Automobile/service-centre CRM experience would be an advantage.
  • Strong communication and interpersonal skills.
  • Good analytical and problem-solving ability.
  • Strong working knowledge of MS Excel is essential.
  • Should be comfortable working with numbers, MIS and customer databases.
  • Should have the ability to identify patterns and convert customer data into actionable improvement areas.
  • Must be organised, proactive and capable of following up with multiple teams.
  • Should have a customer-centric approach with the ability to handle escalations professionally.

Ideal Candidate

We are looking for someone who can move beyond simply making calls and collecting feedback and can actually lead the CRM team, understand the data, identify why customers are dissatisfied or not returning, and work with the service teams to improve customer retention and workshop inflow.



Benefits
As per industry standards 

Skills Required

  • Graduate degree
  • Approximately 3–7 years of experience in CRM, customer relationship management, automobile dealerships, service centres, retail, or a similar customer-facing environment
  • Strong working knowledge of MS Excel, including formulas, filters, sorting, Pivot Tables, dashboards, and basic data analysis
  • Strong communication and interpersonal skills
  • Good analytical and problem-solving ability
  • Ability to work with numbers, MIS, and customer databases
  • Ability to identify patterns and convert customer data into actionable improvement areas
  • Ability to manage multiple teams and follow up on activities
  • Organized and proactive work style
  • Customer-centric approach and ability to handle escalations professionally
  • Prior team management experience
  • Automobile or service-centre CRM experience
  • Female candidate
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
3 Employees
Year Founded: 2022

What We Do

Yogini Tradex Private Limited is a Kolkata-based human resources and recruitment agency that helps businesses hire personnel across multiple sectors. It provides HR solutions and recruitment services for clients in areas including accounting, call centres, cement, electronics, FMCG, government, hospitals, insurance, IT hardware, oil and gas, real estate, transport, and sports and fitness. Its services include candidate sourcing, screening, selection, and placement support.

Similar Jobs

Ericsson Logo Ericsson

Devops Engineer

Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
In-Office
Kolkata, West Bengal, IND
88000 Employees

The Aerospace Corporation Logo The Aerospace Corporation

Accountant

Aerospace • Artificial Intelligence • Cloud • Machine Learning • Software • Cybersecurity • Defense
Remote or Hybrid
India
4600 Employees

The Aerospace Corporation Logo The Aerospace Corporation

Sr. Finance Analyst

Aerospace • Artificial Intelligence • Cloud • Machine Learning • Software • Cybersecurity • Defense
Remote or Hybrid
India
4600 Employees

The Aerospace Corporation Logo The Aerospace Corporation

Sr Advanced Embedded Engr

Aerospace • Artificial Intelligence • Cloud • Machine Learning • Software • Cybersecurity • Defense
Remote or Hybrid
India
4600 Employees

Similar Companies Hiring

Fora Thumbnail
Agency • On-Demand • Professional Services • Sales • Software • Travel • Hospitality
New York, NY
250 Employees
Energy CX Thumbnail
Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Chicago, IL
150 Employees
Cravath, Swaine & Moore LLP Thumbnail
Legal Tech • Other • Professional Services
New York, NY
1200 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account