CRM Executive

Digital Web Solutions Pvt. Ltd; India; On-site; INR 400,000 - 600,000; Full time

Job summary

A leading tech firm in India is seeking a detail-oriented CRM Executive for its Finance Department. This role focuses on backend data management within the in-house CRM portal, emphasizing transaction integrity and collaboration with the accounts team. The ideal candidate will handle data reconciliation, generate detailed MIS reports, and enhance system performance. Strong software skills in Excel, CRM/ERP, and data analysis are essential. Join us to play a crucial role in our financial operations.

Qualifications

• Strong proficiency in advanced Excel functions.
• Experience with CRM and ERP systems.
• Ability to analyze and interpret financial data.

Responsibilities

• Execute backend transaction entries with high precision.
• Ensure compliance with accounting standards.
• Manage and troubleshoot the CRM portal's performance.
• Generate daily, weekly, and monthly MIS reports.

Skills

Advanced Excel

CRM/ERP Proficiency

Data Analysis

Accounting Software

Job description

Job opening# CRM ExecutiveDigital Web Solutions## Job DescriptionWe are seeking a detail-oriented and analytical CRM Executive for our Finance Department. This role is critical in bridging the gap between our financial operations and our technical systems. The ideal candidate will be responsible for managing the backend of our in-house CRM portal, ensuring accurate transaction entries, performing data reconciliation, and generating comprehensive MIS reports. Unlike a traditional customer-facing CRM role, this position focuses heavily on backend data integrity, financial accuracy, and supporting the accounts team with reliable data management.## ResponsibilitiesBackend Transaction & Data Management Execute daily backend transaction entries with high precision within the company's financial systems. Process and verify high volumes of banked data, ensuring all entries align with bank statements and internal records. Collaborate closely with the accounts team to reconcile payment discrepancies and validate transaction statuses. Ensure all financial data entries comply with company policies and accounting standards. Maintain accurate logs of all transaction adjustments and manual entries for audit purposes. In-House CRM Portal Management Serve as the primary administrator for the finance module of the in-house CRM portal. Monitor the portal's performance regarding transaction processing and data synchronization. Manage user access rights and troubleshoot technical issues faced by the finance team within the portal. Coordinate with the IT/Development team to report bugs, suggest system improvements, and test new features relevant to finance operations. Ensure the CRM database is clean, updated, and free of duplicate or erroneous records. MIS Reporting & Analytics Design and generate daily, weekly, and monthly MIS reports for the Finance Manager and Senior Management. Create dashboards to track key financial metrics, transaction volumes, pending reconciliations, and payment success rates. Analyze data trends to identify irregularities or opportunities for process optimization. Provide ad-hoc reports as requested by the accounts team to support financial closings and audits. Automate reporting processes where possible using advanced Excel functions or other tools.## SkillsAdvanced ExcelCRM/ERP ProficiencyData AnalysisAccounting Software