Job Description
Role Purpose
Own the client journey after deal confirmation, ensuring visibility, follow-up, execution tracking, and customer satisfaction through structured CRM usage, coordination, and reporting. The role reports directly to the CEO.
1. CRM Ownership & Client Visibility
- Track deal progress, customer activity, delivery status, and open actions.
- Provide regular, clear summaries highlighting progress, delays, inactive clients, and unresolved items.
- Use CRM data to turn activity into insights and priorities.
- Own and maintain the CRM for confirmed deals and active clients.
2. Client Coordination, Delivery & Payments
- Act as the main coordination point for clients after confirmation.
- Communicate execution status, timelines, and changes to customers.
- Track delivery progress and follow up on payments or discrepancies.
- Handle post-confirmation documentation such as contracts or formal letters when required.
- Escalate risks early to protect timelines and customer satisfaction.
3. Reporting, Customer Intelligence & Growth Support
- Prepare structured updates covering deals, clients, execution, and issues.
- Analyze client behavior to identify active, inactive, and under-engaged customers.
- Support business growth by coordinating client insights and contact lists for future outreach.
Qualifications
Ideal Candidate Profile
- +3 years' Experience in similar field
- Experience in CRM, client operations, or post-sales coordination roles.
- Strong follow-up, communication, and organization skills.
- Comfortable operating independently in a small team environment.
- Able to summarize complex activity into clear, actionable updates.