Associate Commercial Analyst | Mumbai

Tss-Consultancy-Pvt.-Ltd.; Mumbai; On-site; INR 650,000 - 1,000,000; Full time

Job summary

TSS Consultancy is a rapidly growing product-based company delivering Fintech and Regtech solutions. This role focuses on CRM & Deal Management, monthly billing operations, analytics & reporting, and client renewals.

You will maintain master data, track deals, manage renewals, collaborate with Finance, and build automated workflows using AI-assisted tools to improve accuracy and efficiency.

Qualifications

• Graduate in Commerce, Business Administration, or a related field.
• Advanced Proficiency in Microsoft Excel or Google Sheets, including data entry, LOOKUP.
• Working knowledge of CRM platforms and the ability to maintain accurate records
• Basic familiarity with AI tools / assistants for drafting communications and data summarisation
• Strong attention to detail and accuracy in data management
• Good written and verbal communication skills for client follow-up and internal coordination
• 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

Responsibilities

• System Hygiene: Create and update master data, configure new deals, and maintain the client 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
• Data Compilation: Extract, validate, and compile monthly customer usage/consumption metrics for precise invoice preparation.
• Cross-Department Alignment: Coordinate 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 templates.
• Data Alignment: Perform routine cross-checks between legal contract terms, POs, and invoices.
• 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.
• Insights Generation: Utilize AI tools and advanced spreadsheet functions to improve speed, accuracy and synthesize CRM data into actionable presentations.
• Support ad hoc data requests and management presentations with accurate data and analysis
• Proactive Engagement: Follow up with clients, track subscription timelines to initiate renewal conversations and secure POs ahead of expiration.
• Build and maintain professional relationships with clients through timely communication.
• Act as a point of contact for renewal, billing, and subscription status queries.
• Identify and escalate high-risk renewals to Management.
• Monitor usage patterns during renewal windows to spot upsell opportunities.
• Maintain renewals tracker and ensure CRM renewal records are current.

Skills

Attention to detail

Good written and verbal communication

Ability to manage multiple tasks

Self-motivated

Proactive and digitally-aware

Education

Graduate in Commerce or Business Administration

Tools

Microsoft Excel

Google Sheets

CRM platforms

Job description

• TSS Consultancy is a rapidly growing product-based company dedicated to delivering comprehensive solutions tailored to the unique needs of Fintech and Regtech organizations. Our mission is to fight financial crime through innovation and expertise. With a keen understanding of the market, we have developed cutting-edge products that set us apart in the industry.
• Our commitment to excellence has earned us the trust and partnership of some of the most prestigious institutions. We proudly serve 9 out of the top 10 brokers, 4 out of the top 5 private sector banks, and 3 out of the top 4 exchanges. Our client portfolio extends further, including leading financial institutions and regulatory bodies, reinforcing our reputation as a reliable and forward-thinking partner.
• We have our vibrant offices in the cities of Mumbai, Rajkot and Gandhinagar. In our growing presence we currently have our clients across India, South Africa and USA.

Job Description

CRM & Deal Management

• 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 (Annual Recurring Revenue) and MRR (Monthly Recurring Revenue) 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
• 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 to improve the 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

• Proactive Engagement: 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 the 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 ensure all CRM renewal records are current and accurate

Process Improvement, Automation & AI Integration

• Identify repetitive manual tasks in billing and data entry to propose smart workflow automations.
• Utilize AI productivity tools /assistants to draft crisp client communications, review and
• 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.

Qualifications

• Graduate in Commerce, Business Administration, or a related field
• Advanced Proficiency in Microsoft Excel or Google Sheets, including data entry, LOOKUP,
• Working knowledge of CRM platforms and the ability to maintain accurate records and
• 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

Additional Information

• 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