Sales & Client Relationship Executive

Company: SoftMaji InfoTech Private Limited
Location: Lucknow, Uttar Pradesh
Job Type: Full-Time
Work Mode: On-Site
Department: Sales & Client Relationship Management
Experience: 0 to 3 Years
Salary: ₹20,000 to ₹40,000 per month + Performance Incentives
Openings: 2

About SoftMaji InfoTech

SoftMaji InfoTech Private Limited is an IT company based in Lucknow, Uttar Pradesh.

We work on web development, software development, mobile applications, digital marketing and SaaS products.

Our customers may work with us for software products, websites, digital services, SaaS subscriptions and other technology requirements.

We are looking for a Sales & Client Relationship Executive who can manage communication with customers, understand their requirements, maintain strong professional relationships and identify genuine opportunities for renewals, upgrades, additional products and services.

This position combines customer relationship management with sales responsibility.

About the Role

This role is not limited to finding new customers.

You will also work with customers who are already connected with the company.

Your responsibility will be to understand customers, stay in regular contact, help them get the right information, coordinate internally when required and identify opportunities where another product or service may genuinely help them.

For example, an existing customer may already use one SaaS product but later need:

• Additional users
• A higher plan
• Another module
• A mobile application
• A website
• Digital marketing
• Another SaaS product
• Additional technical services

Your job is to identify these requirements and help the customer move forward.

Your Main Responsibilities

1. Customer Relationship Management

• Maintain regular communication with assigned customers.
• Understand customer requirements and concerns.
• Keep track of important customer conversations.
• Build professional relationships with customers.
• Make customers feel comfortable contacting the company.
• Ensure customer requests are directed to the right internal team.
• Follow up on pending customer matters.
• Keep customer information updated.

2. Customer Communication

You may communicate with customers through:

• Phone calls
• WhatsApp
• Email
• Online meetings
• Other company-approved communication channels

You should communicate clearly and professionally.

You should also know when an issue needs to be transferred to the technical, support, accounts or management team.

3. Understand Customer Needs

You should regularly understand:

• What the customer is currently using.
• Whether the customer is satisfied with the product or service.
• Whether they need additional features.
• Whether their business requirements have changed.
• Whether they need more users.
• Whether they need additional services.
• Whether they have upcoming requirements.
• Whether their subscription is approaching renewal.

This information can help the company serve customers better and identify legitimate sales opportunities.

4. Renewals

Renewals are an important part of this role, especially for SaaS customers.

You may be responsible for:

• Checking upcoming renewals.
• Contacting customers before renewal dates.
• Explaining renewal plans.
• Answering basic renewal questions.
• Following up on pending renewals.
• Coordinating payment information.
• Updating renewal status.
• Reporting customers who may not renew.

The goal is to make the renewal process simple and clear for the customer.

5. Upselling

Upselling means helping an existing customer move to a higher plan when their current plan no longer meets their requirements.

For example:

A customer may have started with a basic plan but later require more users or additional features.

You will:

• Understand the new requirement.
• Explain the available higher plan.
• Explain the additional features.
• Explain the additional cost.
• Help the customer make an informed decision.
• Coordinate the upgrade.

You should never recommend an upgrade only to increase the sales value.

The upgrade should have a genuine reason.

6. Cross-Selling

Customers may need products or services that they are not currently using.

For example, an existing software customer may later require:

• Website development
• Mobile application development
• Digital marketing
• Another SaaS product
• Additional software modules
• Other IT services

You will identify such requirements and introduce the appropriate service.

7. Customer Retention

You will help maintain a positive relationship with customers.

This includes:

• Regular communication.
• Understanding customer concerns.
• Following up on unresolved matters.
• Sharing important product information.
• Coordinating with support teams.
• Monitoring renewal situations.
• Understanding why a customer may be considering leaving.

You will not be expected to personally solve technical problems.

Your responsibility is to make sure the customer’s concern reaches the right team and is followed up properly.

8. Handle Customer Complaints Professionally

Customers may sometimes be unhappy about:

• Technical issues
• Delays
• Billing
• Product limitations
• Support response
• Subscription terms
• Service requirements

You should:

• Listen carefully.
• Understand the actual issue.
• Avoid arguing with the customer.
• Record the issue correctly.
• Coordinate with the appropriate team.
• Follow up until the matter reaches the appropriate stage.
• Keep the customer informed where required.

You should not make promises that have not been approved by the company.

9. New Sales

Although this role focuses strongly on existing customers, new sales are also part of the position.

You may:

• Respond to new enquiries.
• Contact referrals.
• Generate leads.
• Introduce products to potential customers.
• Conduct basic product demonstrations.
• Prepare quotations.
• Follow up with prospects.
• Convert suitable prospects into customers.

10. Customer Product Knowledge

You will need to understand the company’s products properly.

You should know:

• Main features
• Plans
• Pricing
• User limits
• Subscription periods
• Renewal terms
• Available modules
• Basic product workflow
• Support process
• Upgrade options
• Additional services

You do not need programming knowledge.

However, you must be willing to learn the products well enough to explain them accurately.

11. CRM and Customer Records

You will maintain accurate customer information.

This can include:

• Customer name
• Company name
• Contact details
• Products purchased
• Subscription plan
• Renewal date
• Previous conversations
• Pending requirements
• Complaints
• Upsell opportunities
• Cross-sell opportunities
• Follow-up dates
• Sales status

Good record keeping is an important part of this position.

12. Sales Opportunities

You will identify opportunities such as:

• Renewals
• Plan upgrades
• Additional users
• Additional modules
• New products
• New services
• Referrals
• Additional business requirements

You will discuss these opportunities with the customer and coordinate internally when required.

13. Customer Feedback

Customer feedback can help improve products and services.

You may collect feedback about:

• Product usability
• Features
• Pricing
• Support
• Service quality
• Missing features
• Customer expectations

Important feedback should be shared with the appropriate team or management.

14. Reporting

You may prepare:

• Daily customer follow-up reports
• Renewal reports
• Sales reports
• Upgrade reports
• Customer requirement reports
• Pending issue reports
• Monthly sales reports

Skills Required

• Good communication skills
• Customer relationship management
• Sales skills
• Active listening
• Customer handling
• Follow-up management
• Basic negotiation
• Problem understanding
• Product presentation
• Basic computer knowledge
• CRM knowledge
• Email communication
• WhatsApp communication
• Time management

Preferred Skills

Experience in any of the following will be an advantage:

• Client relationship management
• Account management
• Customer success
• SaaS sales
• Software sales
• IT sales
• B2B sales
• Inside sales
• Customer support
• Renewals
• Upselling
• Cross-selling

Communication Requirements

Hindi: Good communication required.

English: Basic to good professional communication preferred.

You should be able to speak with customers politely and professionally.

Perfect English is not required.

The ability to understand customers and communicate clearly is more important.

Education

Graduation in any stream is preferred.

Candidates with relevant experience in sales, customer relationship management or account management may also be considered.

Experience

0 to 3 Years

Freshers can apply if they have good communication skills, basic computer knowledge and an interest in sales and customer relationship management.

Candidates with experience in client handling, customer support, account management, SaaS or IT sales will be preferred.

Salary

₹20,000 to ₹40,000 per month + Performance Incentives

The final salary will depend on:

• Experience
• Communication skills
• Customer handling ability
• Sales ability
• Product understanding
• Interview performance

Performance Incentives

Performance-based incentives may be provided based on approved sales and business targets.

This may include:

• New sales
• Renewals
• Upgrades
• Additional services
• Cross-selling
• Revenue generated
• Target achievement

The applicable incentive structure will be explained during the hiring process.

Employee Benefits

• Competitive fixed salary
• Performance-based incentives
• Sales and renewal incentives
• Target-based rewards
• Paid leave as per company policy
• Weekly off
• Product training
• Customer relationship training
• SaaS product exposure
• Career growth opportunities
• Regular performance reviews
• Professional working environment
• Support from sales, technical and support teams

Career Growth

Possible career progression:

Sales & Client Relationship Executive → Senior Client Relationship Executive → Client Relationship Manager → Account / Sales Manager

Growth will depend on performance, customer handling, sales results and ability to take additional responsibility.

Working Schedule

Working Days: Monday to Saturday
Weekly Off: Sunday
Working Hours: 10:00 AM to 8:00 PM
Location: Lucknow, Uttar Pradesh

This is an on-site position.

Who Can Apply?

This position may be suitable for you if you:

• Enjoy communicating with customers.
• Like building professional relationships.
• Are comfortable handling customer conversations.
• Can follow up regularly.
• Want to work in sales and customer relationship management.
• Are interested in software products.
• Can understand customer requirements.
• Are comfortable discussing renewals and upgrades.
• Want to build a career in SaaS, IT sales or account management.

Who May Not Be Suitable?

This role may not be suitable if you:

• Do not want regular customer interaction.
• Do not want sales responsibility.
• Do not want to make follow-up calls.
• Are uncomfortable discussing renewals.
• Do not want to learn software products.
• Prefer a role with no customer-facing responsibilities.

What You Will Learn

You will gain practical experience in:

• Client relationship management
• SaaS customer management
• Customer retention
• Renewals
• Upselling
• Cross-selling
• B2B sales
• Customer communication
• Complaint handling
• Product demonstrations
• Negotiation
• CRM management
• Account management
• Sales reporting

A Typical Day

Your day may include:

• Checking customer follow-ups.
• Contacting existing customers.
• Checking upcoming renewals.
• Speaking with customers about their requirements.
• Following up on pending issues.
• Coordinating with the support or technical team.
• Discussing upgrades with eligible customers.
• Identifying additional requirements.
• Contacting new enquiries.
• Preparing quotations.
• Updating CRM records.
• Reporting important customer concerns.
• Following up on sales opportunities.

Performance Expectations

This is both a customer relationship and sales position.

Performance may be measured through:

• Customer follow-ups
• Renewal rate
• Customer communication
• Sales generated
• Upgrades
• Cross-sales
• Customer requirements identified
• Revenue generated
• Response and follow-up discipline
• CRM accuracy
• Customer relationship quality

Targets will be communicated by the management team according to the role and business requirements.

Important: Skill Test Required Before Applying

Complete the Skill Test First

Before applying for this job, please take the test for the same skill.

1. Take Test

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2. Pass Test

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3. Share Certificate

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Take Skill Test →

After passing the test, share your certificate with us. We will then process your application.

Please complete the skill test before submitting your application.

Applications without the required skill-test certificate may not be processed.

Hiring Process

1. Skill Test

Complete the Sales & Client Relationship Executive skill assessment.

2. Certificate Verification

Share your certificate with our recruitment team.

3. Application Screening

Our team will review your resume, experience and test result.

4. HR Interview

Discussion about your background, communication, salary expectations and career plans.

5. Customer Relationship & Sales Interview

Discussion about customer handling, communication, sales, renewals, complaints and relationship management.

6. Practical Round

You may be given a sample customer situation.

For example, you may be asked how you would handle:

• An unhappy customer.
• A customer asking for a discount.
• A customer whose subscription is expiring.
• A customer asking for additional features.
• A customer considering another software.
• An existing customer who needs an upgrade.

7. Final Discussion

Salary, joining date, responsibilities and employment terms will be discussed.

8. Offer

Selected candidates will receive the employment offer.

The hiring process may vary depending on the candidate’s profile.

Important Things to Know Before Applying

This role involves regular customer communication.

You will not simply receive complaints and forward them to another department.

You will be expected to understand the customer’s situation, communicate properly, follow up internally and keep the customer informed where appropriate.

At the same time, you will be responsible for identifying genuine sales opportunities such as renewals, upgrades and additional services.

We are looking for someone who can build a professional relationship with customers while also understanding the commercial side of the relationship.

How to Apply

Before applying, complete the required skill test.

Step 1: Take the Skill Test.

Step 2: Pass the test and receive your certificate.

Step 3: Share your certificate along with your updated resume with our recruitment team.

Skill Test: https://certify.softmaji.in/tests

Company: SoftMaji InfoTech Private Limited
Location: Lucknow, Uttar Pradesh