CRM Executive & Project Manager

Full Job Description

Job Title: CRM & Project Manager Company: The Balance Group Location: Hyderabad (On-site) Employment Type: Full-time

About The Balance Group The Balance Group is a growing organization focused on delivering strong client outcomes through structured processes and proactive relationship management. We're looking for a CRM & Project Manager to own client relationships end-to-end while ensuring projects are delivered on time and to scope.

Role Overview We're seeking someone who can wear two hats - managing client relationships as the primary point of contact, while also driving internal project execution across teams. This role suits someone highly organized, communicative, and comfortable juggling client expectations with operational delivery.

Key Responsibilities

Client Relationship Management

Serve as the primary point of contact for assigned client accounts

Build and maintain strong, long-term client relationships to ensure satisfaction and retention

Manage client onboarding, regular check-ins, and account reviews

Address client queries, concerns, and escalations promptly and professionally

Identify upsell/cross-sell opportunities within existing accounts

Maintain and update CRM records, client history, and communication logs

Project Management

Plan, schedule, and oversee project timelines across multiple client accounts

Coordinate between internal teams (creative, marketing, production) to ensure timely delivery

Track project milestones, deliverables, and budgets; flag risks or delays early

Prepare and share status reports/updates with clients and internal stakeholders

Ensure quality control and adherence to client briefs before final delivery

Maintain project documentation and process consistency across accounts

Requirements

Bachelor's degree in Business Administration, Marketing, or related field (MBA preferred)

2–4 years of experience in client servicing, account management, or project coordination

Strong proficiency with CRM tools (HubSpot, Zoho, Salesforce, or similar) and project management tools (Trello, Asana, Monday.com, or similar)

Excellent communication, negotiation, and stakeholder management skills

Highly organized with strong attention to detail and ability to multitask across accounts

Problem-solving mindset with a proactive approach to client and project issues

What We Offer

Direct client ownership and cross-functional exposure

Collaborative, growth-oriented work environment

Competitive compensation

Pay: ₹20,000.00 - ₹40,000.00 per month

Work Location: In person