Update, validate, and maintain accurate client records in the CRM system, ensuring data integrity and compliance.
Serve as the main point of contact for clients, maintaining strong professional relationships.
Regularly visit clients to strengthen relationships, understand their needs, and provide ongoing support.
Ensure timely communication with clients regarding services, renewals, and feedback.
Generate CRM reports and insights to support management in business decisions.
Work closely with sales, marketing, and operations teams to ensure customer satisfaction.
Gather client feedback during visits and share insights to enhance services and client retention.
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