Our client is a leading holistic wellness organization dedicated to transforming lives through evidence-based nutrition, lifestyle, and integrative health coaching.

Key Responsibilities

Manage and maintain lead data, allocation, referrals, and CRM updates.
Coordinate client onboarding and PDMR completion for seamless program initiation.
Handle CRM-related issues by coordinating with the IT team.
Process refunds, program transfers, and ensure accurate backend documentation.
Track installment payments, invoices, and coordinate with Finance.
Maintain employee referral records and prepare monthly payout reports.
Support daily sales operations, maintain trackers, and drive process improvements.

Desired Candidate Profile

Bachelor's degree in Business Administration, Commerce, Management, or a related field.
1–3 years of experience in Sales Operations, Customer Success, CRM Administration, or Backend Operations.
Strong knowledge of CRM tools (Zoho, Salesforce, HubSpot, or similar) and Microsoft Excel.
Excellent communication, coordination, and stakeholder management skills.
Highly organized with strong attention to detail and problem-solving abilities.
Ability to multitask, manage deadlines, and work effectively in a fast-paced environment.
Customer-focused mindset with a proactive approach to process improvement.

Contact Person:
Tithi Sadhu
unitedk@uhr.co.in

Job Requirements: CRM, Customer Support, customer support executive, mis reports, excel, customer handling, support sales tea, support sales team, zoho crm

Customer Support Agent

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