Associate Commercial Analyst 1 Job

Trackwizz; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Trackwizz in Mumbai seeks a detail‑oriented Billing & Analytics Specialist to manage master data, renewals, and CRM integrity.

You will compile monthly usage metrics, align with Finance, and build dashboards. The role involves AI‑driven automation to speed and improve billing accuracy, with cross‑functional collaboration.

Qualifications

• Bachelor's degree in Commerce or related field.
• Proficient in Excel or Google Sheets with LOOKUP and pivot tables.
• Working knowledge of CRM platforms and workflows.
• Familiar with AI tools for drafting communications and data summarisation.
• Excellent attention to detail and data accuracy.
• Strong written and verbal communication and coordination.
• Ability to multitask and meet deadlines.
• Self-motivated with a proactive digital mindset.

Responsibilities

• Maintain master data, update deals, and manage client PO ledger in CRM.
• Track lifecycle events, contracts, pricing scenarios, and milestones in CRM.
• Audit CRM for ARR/MRR accuracy and renewals management.
• Compile monthly usage metrics and coordinate with Finance for invoicing inputs.
• Automate workflows and AI-assisted communications to improve efficiency.
• Develop weekly/monthly sales trackers and renewal dashboards for leadership.
• Prepare MIS reports and provide data-driven insights for management.
• Support ad‑hoc data requests and executive presentations.

Skills

Excel / Sheets

CRM familiarity

AI tools

Attention to detail

Communication skills

Multi-tasking

Proactive mindset

Education

Bachelors in Commerce / Business

Tools

CRM platforms

Google Sheets

Microsoft Excel

Macros / Scripts

Job description

Primary Responsibilities

• System Hygiene: Create and update master data, configure new deals, and maintain the client Purchase Order (PO) ledger in the CRM.
• Lifecycle Tracking: Dynamically update deal records, contract rates, data feeds, pricing scenarios, and milestones (including UAT sign-off and Go‑Live timelines).
• Pipeline Audit: Conduct regular reviews of customer records to ensure the CRM reflects real‑time ARR and MRR metrics.
• Manage and Update renewals in the CRM in a timely manner.

Monthly Billing Operations

• Data Compilation: Extract, validate, and compile monthly customer usage/consumption metrics for precise invoice preparation.
• Cross‑Department Alignment: Coordinate seamlessly with Finance and Accounts to deliver accurate billing inputs within strict monthly cut‑offs.
• Workflow Automation: Build, scale, and manage automated email communications using AI‑assisted tools and digital outreach templates.

Analytics, MIS & Reporting

• Data Alignment: Perform routine cross‑checks between legal contract terms, POs, and CRM data to ensure absolute data alignment.
• Populate monthly utilisation data and update invoice records in the MIS.
• Dashboard Management: Build and maintain weekly/monthly sales trackers, renewal pipelines, and contract aging sheets for leadership visibility.
• Extract, organise, and analyse reports from the CRM; classify and summarise data for management reporting.
• Prepare and share MIS dashboards and monthly reports with internal stakeholders, highlighting key trends, etc.
• Insights Generation: Utilize AI tools, advanced spreadsheet functions to improve speed, accuracy and synthesize raw CRM data into actionable executive presentations.
• Support ad‑hoc data requests and management presentations with accurate, well‑structured data and analysis.

Client Relationship & Renewals

• Follow up proactively with clients, track subscription timelines to initiate renewal conversations and secure client POs well ahead of expiration.
• Build and maintain positive, professional relationships with clients through timely and responsive communication.
• Act as a point of contact for client queries related to renewals, billing, and subscription status, ensuring prompt resolution.
• Identify, flag, and elevate high‑risk or delayed account renewals to management.
• Monitor customer usage patterns during the renewal window to spot and flag potential upsell or cross‑sell opportunities.
• Maintain an up‑to‑date renewals tracker and keep all CRM renewal records current and accurate.

Process Improvement, Automation & AI Integration

• Identify repetitive manual tasks in billing and data entry to propose smart workflow automations.
• Utilise AI productivity tools / assistants to draft crisp client communications, review and maintain data hygiene, etc.
• Enhance Excel and Google Sheets trackers using advanced functions, macros, or scripts to improve team operating efficiency.
• Map, update, and document standard operating procedures (SOPs), identify process improvements to reduce service turnaround times.

Required Qualifications

• Graduate in Commerce, Business Administration, or a related field.
• Advanced proficiency in Microsoft Excel or Google Sheets, including data entry, LOOKUP, pivot tables, etc.
• Working knowledge of CRM platforms and the ability to maintain accurate records and navigate system workflows.
• Basic familiarity with AI tools / assistants, for drafting communications, summarising data, and improving task efficiency.
• Strong attention to detail and accuracy in data management and record maintenance.
• Good written and verbal communication skills for client follow‑up and internal co‑ordination.
• Ability to manage multiple tasks, prioritise effectively, and meet deadlines.
• Self‑motivated with a proactive and digitally‑aware approach to task ownership and problem‑solving.

Preferred Qualifications

• Prior exposure to billing, subscription management, billing processes.
• Experience working in a SaaS, Software, IT Product or technology company.
• Hands‑on experience using AI tools in a professional context.
• Familiarity with data visualisation or reporting tools.