Customer Relationship Executive

Were Hiring | Customer Relationship Executive (Key Accounts) B2B Customer Support / Customer Success

Mumbai (2 positions) | Pune (2 positions)

Full-time | Office-based + field coordination (as required)

Reporting to: Sales Head / Business Development Head

At Filtra Consultants And Engineers Ltd, we work with 3000+ SKUs across 30 product categories and serve 10,000+ B2B clients. were building a strong Key Accounts Customer Support team to service and grow these customers.

Manage and grow key B2B customer accounts by ensuring:

• Smooth account servicing & order execution
• Disciplined outstanding recovery / collections
• Consistent upsell & cross-sell across product categories

1) Key Account Servicing

• SPOC for allotted key accounts for daily requirements
• Handle enquiries; coordinate quotations with Proposal Team
• Follow-up, coordinate order confirmation and dispatch
• Internal coordination with stores, logistics, procurement, technical team
• Ability to generate Proforma Invoice
• Professional communication via calls/email + interaction logging

2) Outstanding Recovery & Credit Discipline

• Resolve blockers (GRN issues, rate differences, pending credit notes, docs gaps, etc.)
• Coordinate invoices, POD and statements with accounts team

3) Upsell & Cross-sell

• Identify cross-sell/upsell opportunities across Filtras product categories
• Promote bundles/add-ons (spares, consumables, instruments, accessories)
• Share product updates and ensure continuity of follow-up with sales team

4) Reporting & CRM Hygiene

• Maintain customer data (contacts, decision makers, history, payment pattern)
• Update CRM/Excel tracker with follow-ups, quotation status, dispatch status, outstanding
• Weekly account summary and performance reporting

• Response TAT, order accuracy, repeat order rate
• Cross-sell/upsell conversions + gross profit contribution
• Follow-up closure rate + CRM discipline

• Age: 2435 preferred
• Experience: 26 years in B2B customer support / inside sales / key accounts / collections
• Education: Graduate (B.Com/BBA/BA) or Diploma/BE (preferred)
• Strong communication & negotiation (collections)
• Strong Excel/CRM discipline
• Knowledge of invoice/GST basics/PO-GRN process preferred
• Calm, consistent follow-ups; comfortable with targets

Send your CV with subject line:

CRE Key Accounts Mumbai or CRE Key Accounts Pune

to [HR email] / WhatsApp [HR number]

Please mention: Current CTC | Expected CTC | Notice period | Location preference