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Client Documentation & CRM Coordinator

📍 Location
Bengaluru
⏰ Job Type
Full-time
📅 Posted
June 03, 2026

About the Role

About the Role

We are looking for a detail oriented and customer-focused professional to manage sales operations, customer documentation, and CRM activities. The role involves coordination between sales, finance, and customers to ensure smooth booking, documentation, and post booking processes.


Key Responsibilities


- Maintain and update inventory and booking records in real time


- Coordinate booking approvals and ensure process compliance


- Manage customer communication including booking confirmations and payment updates


- Prepare agreements, receipts, demand letters, and related documentation


- Track payment schedules and ensure timely follow-ups


- Handle CRM updates including customer records and service history


- Support customer queries, modifications, and post-booking requirements


Requirements

  • Grad...

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