Optimizing Client Relationships

1 day ago


Pulong Santa Cruz, Calabarzon, Philippines beBeeExpertise Full time ₱3,000,000 - ₱6,000,000
Customer Relationship Management Specialist

This CRM specialist position is focused on enhancing client satisfaction, streamlining workflows, and optimizing operations using cutting-edge technology.

  • Cleanup and Data Management: Conduct audits to clean existing contacts, accounts, and deals; implement tools for ongoing data hygiene and enrichment.
  • Workflow Automation: Design and implement automated workflows, streamline lead-to-deal conversion processes, and create task automation to reduce manual input.
  • Reporting and Dashboards: Develop customized dashboards for real-time visibility of company key performance indicators, provide insights on sales performance, pipeline health, and client activity.
  • Customer Portals and Engagement: Develop branded customer portals, centralize documentation, communication, and deal progress tracking, and enhance customer interactions with AI-driven tools.
  • AI Integration: Utilize AI features, integrate applications into a seamless platform, and ensure scalability and best practices for long-term business growth.
Requirements
  • Proven expertise in CRM systems and related technologies.
  • Strong background in workflow automation, customization, and integrations.
  • Familiarity with AI tools and features within CRM platforms.
  • Strong problem-solving, analytical, and documentation skills.
  • Experience with reporting, dashboards, and client portal development preferred.


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