CRM Executive

Overview

Lead Management & CRM Administration

• Verify and validate incoming sales leads.
• Create and manage contacts and deals in the CRM system.
• Track and monitor deal progression from Lead to EOI (Booking) stage.
• Ensure timely creation and issuance of Booking Request Forms (BRF) and coordination for SPA processing.
• Maintain accurate unit allocation and deal status in the CRM.

CRM Data Management & Pipeline Hygiene

• Ensure accuracy, completeness, and consistency of CRM data.
• Maintain proper pipeline movement and stage discipline.
• Support Sales Managers with CRM data, updates, and reports.

Compliance & Documentation Control

• Maintain and update customer compliance records (KYC, EOI, and required documents).
• Track missing or pending documents and follow up with Sales Managers.
• Ensure all sales transactions comply with internal policies and regulatory requirements.

Sales Reporting & MIS

• Prepare and share Daily Sales Reports with management.
• Maintain Daily Sales Tracker, including:
• Units sold
• EOIs
• Sales stages
• Missing documents
• Required follow-ups
• Provide concise summaries highlighting risks, delays, and pending actions.

Inventory Management

• Share Daily Inventory Sheet with the Sales team.
• Maintain real-time unit status (Available, Reserved, EOI, Sold, Blocked).
• Reconcile discrepancies between CRM, sales, and inventory records.

Sales Coordination & Support

• Act as the primary coordination point for sales-related activities.
• Support Sales Team with administrative tasks, documentation, and follow-ups.
• Coordinate on payment tracking, pending issues, and customer queries.

Penalty Tracking & Reporting

• Review penalty invoices related to delayed payments.
• Prepare and share monthly penalty reports within defined timelines.

Onboarding & Administrative Support

• Support onboarding of new team members by sharing required documents.
• Coordinate onboarding communication with Head Office.

Cross-Department Coordination

• Liaise with Finance and Head Office for smooth deal processing.
• Coordinate BRF SPA documentation flow and signing schedules.
• Ensure seamless communication across departments for deal closure.