CRM Executive

About the role

Act as the records and coordination backbone of the Business Development team — maintaining accurate CRM data, calendars, meeting notes, and case files so that every lead, case, and document is organized, current, and easy to retrieve.

What you'll do

• Enter and update lead, case, and opportunity data in the CRM system accurately and on time
• Maintain the team's shared calendar — scheduling meetings, client calls, and internal reviews, and sending reminders
• Take and circulate notes for meetings and events, ensuring key action items and dates are captured
• File and organize documents (case files, correspondence, MoMs, proposals) into the correct folders/systems
• Maintain and issue tracking IDs for leads and cases, ensuring consistent numbering and traceability

What you need

• 1–3 yrs of experience
• CRM
• Any graduate