Client Data Management/ Prospecting Strategy & Recruitment
- Maintain accurate and up to date client profiles.
- Ensure accurate and high-quality client data capture in View
- Support the team in actively recruiting new prospects through walk-ins, referrals, and client networks
- Ensure each sales associate actively contributes to prospect acquisition targets
- Monitor and drive consistent prospect database growth
Appointment (Rendezvous) Management
- Coordinate and manage client appointments for product discovery, high value sales and events
- Ensure each sales associate contributes to weekly appointment targets
- Maintain an organized appointment calendar to optimize boutique traffic
Conversion & Client Journey
- Support the team in achieving a targeted conversion rate from appointments to sale
- Assist in preparing clients before visits (preferences, selection, communication)
- Ensure structured post-appointment follow up to maximize sales and retention
CRM Operations & Campaign Support
- Maintain accurate client profiles, ensuring data completeness and quality
- Support execution of CRM activities such as client outreaches, events and launches
- Track participation and engagement
Performance Tracking & Reporting
- Monitor and report on: Prospect Recruitment; Number of appointments; Show up rate; Conversion rate as specified by CRM department
- Provide insights to improve boutique performance
Team Support & CRM Discipline
- Encourage consistent CRM usage and clienteling practices
- Support onboarding and guidance on CRM best practices
- Act as a point of reference for CRM related activities