CRM Executive

• Customer Payment Follow-up
• Track customer payment schedules as per project milestones or AMC contracts.

Customer Issue Handling (System Problems)

• Receive and log customer complaints related to solar system issues such as low generation, inverter errors, monitoring issues, or system faults.
• Create service tickets in CRM and assign them to the technical/O\&M team.
• Coordinate with field engineers for site visits and issue resolution.
• Follow up internally to ensure timely closure of complaints.
• Update customers on status and expected resolution timelines.

CRM \& Documentation

• Maintain updated customer records, contracts, invoices, and service history.
• Track AMC payments and renewals.
• Maintain records of service tickets, complaints, and resolutions.

Reporting

• Prepare reports on
• Pending payments and collections
• Customer complaints and service status
• AMC renewal tracking
• Share regular updates with management and finance teams.
• Follow up with customers via calls, emails, and messages for pending payments.
• Maintain accurate records of invoices, payments received, and outstanding dues in the CRM system.
• Coordinate with the finance/accounts team to reconcile payments and update customer ledgers.
• Send payment reminders, invoices, and payment confirmations to customers.
• Support the sales and accounts team in closing pending dues.

Job Types

Full-time, Permanent

Pay

₹20,000.00 - ₹32,000.00 per month

Work Location

In person