Associate Commercial Analyst | Mumbai

TSS Consultancy; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

TSS Consultancy in Mumbai seeks an experienced CRM and Billing Operations Specialist to join our team and drive data hygiene, renewal management, and accurate monthly invoicing.

You will coordinate with Finance, manage CRM records, and build MIS dashboards while exploring AI-assisted workflows to improve efficiency and data accuracy. This role emphasizes meticulous data handling and proactive client communication.

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.

Responsibilities

• CRM & Deal Management: Maintain master data, configure deals, and track POs in the CRM.
• Monthly Billing Operations: Compile usage metrics, coordinate with Finance for billing cut-offs, enable automated communications.
• Analytics, MIS & Reporting: Align data across contracts, POs, and CRM; build weekly/monthly sales trackers and dashboards.
• Client Relationship & Renewals: Manage renewals, engage clients, and flag high-risk accounts for management.
• Expansion Insights: Monitor renewal windows for upsell/cross-sell opportunities and update renewal trackers.
• Process Improvement, Automation & AI Integration: Identify repetitive tasks and implement smart automation; enhance trackers and SOPs.

Skills

Excel/Sheets

CRM systems

AI tools

Attention to detail

Communication

Task management

Self-motivation

Education

Bachelors degree in Commerce/Business Admin

Tools

CRM platforms

AI assistants

Job description

Key Responsibilities

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 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 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.

Expansion Insights:

• 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 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