CRM Executive

Job Description Role Summary: Act as the records and coordination backbone of the Business Development team — maintaining accurate CRM data, calendars, meeting notes, and case files so that every lead, case, and document is organized, current, and easy to retrieve. Key Responsibilities: • Enter and update lead, case, and opportunity data in the CRM system accurately and on time. • Maintain the team's shared calendar — scheduling meetings, client calls, and internal reviews, and sending reminders. • Take and circulate notes for meetings and events, ensuring key action items and dates are captured. • File and organize documents (case files, correspondence, MoMs, proposals) into the correct folders/systems. • Maintain and issue tracking IDs for leads and cases, ensuring consistent numbering a