EXECUTIVE - BACKEND COORDINATOR

Nextstudycircle; Mumbai; On-site; INR 240,000 - 420,000; Full time

Job summary

Nextstudycircle is seeking a CRM Coordinator to manage customer and vendor coordination, maintain CRM data, and support MIS reporting. The role involves NDA/SLA coordination, claims tracking, and incentive-related activities across internal teams and external partners.

The ideal candidate will have a B.Com or BBA, strong MS Excel skills (formulas, VLOOKUP, Pivot Tables), and familiarity with CRM systems and Tally. Attention to detail and multi-tasking are essential for success.

Qualifications

• Graduate in B.Com, BBA, or any relevant field.
• Good knowledge of MS Excel, including formulas, filters, sorting, VLOOKUP/XLOOKUP, and Pivot Tables.
• Basic knowledge of CRM systems and data management.
• Basic knowledge of Tally and accounting concepts.
• Understanding of invoices, claims, commercial processes, and documentation.
• Good written and verbal communication skills.
• Strong follow-up, coordination, and stakeholder management skills.
• High attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Good documentation and record-keeping skills.
• Willingness to learn and work with different internal and external stakeholders.

Responsibilities

• CRM & Data Management: update customer, vendor, and opportunity info in the CRM and ensure data accuracy.
• Track enquiries, opportunities, activities, follow-ups, and status updates; generate basic CRM reports.
• NDA & SLA Coordination: manage NDA documentation, vendor registrations, and track expiry dates.
• Claims Management: coordinate vendor/OEM claims from initiation to closure with documentation.
• Incentive Calculation & Coordination: collect data for monthly/quarterly incentives and maintain records.
• MIS & Excel Management: maintain daily/weekly/monthly trackers and Excel data.
• Tally & Basic Accounts Support: perform basic data entry and invoice-related tasks.

Skills

MS Excel

Follow-up

Coordination

Documentation

Stakeholder management

Education

B.Com

BBA

Tools

CRM systems

Tally

Job description

We are looking for a detail-oriented and organized CRM Coordinator to manage customer/vendor-related coordination, documentation, CRM updates, MIS reporting, claims, and commercial support activities. The role requires strong follow-up skills, good Excel knowledge, and the ability to coordinate effectively with internal teams, vendors, customers, and OEMs.

Key Responsibilities

1. CRM & Data Management

Maintain and update customer, vendor, and opportunity-related information in the CRM system.

Ensure accuracy and completeness of CRM data.

Track enquiries, opportunities, activities, follow-ups, and status updates.

Generate basic CRM reports and provide regular updates to the concerned teams.

Ensure timely updating and closure of assigned CRM activities.

2. Claims Management

Coordinate and track various vendor/OEM claims from initiation to closure.

Collect required documents and information for claim submissions.

Maintain claim trackers and ensure timely submission of claims.

Follow up with internal teams, vendors, and OEMs on pending claims.

Monitor claim status and maintain proper supporting records.

3. NDA & SLA Coordination

Coordinate with internal teams, vendors, and customers for NDA documentation and execution.

Maintain records of NDAs, agreements, and related documents.

Track SLA activities, expiry dates, and renewals.

Follow up with stakeholders for pending approvals and documentation.

Coordinate the complete vendor registration process.

Collect and verify GST, PAN, bank details, company registration documents, and other required documents.

Coordinate with vendors and internal teams for missing information.

Maintain an updated vendor database and registration tracker.

5. Incentive Calculation & Coordination

Collect data required for monthly/quarterly incentive calculations.

Preserve incentive calculations using Excel.

Verify data and coordinate with concerned teams for discrepancies.

Maintain incentive records and supporting documents.

Follow up for approvals and closure of incentive-related activities.

Coordinate with vendors, customers, OEMs, and internal teams for day-to-day requirements.

Share required information and documentation with stakeholders.

Follow up on pending actions, approvals, claims, registrations, and payments.

Ensure timely communication and closure of assigned activities.

7. MIS & Excel Management

Maintain daily, weekly, and monthly trackers and MIS reports.

Update and maintain data accurately in Excel and CRM.

Prepare basic reports, summaries, and status updates.

Perform data validation, filtering, sorting, and basic calculations.

Maintain proper documentation and records.

8. Tally & Basic Accounts Support

Perform basic data entry and record maintenance in Tally.

Support basic invoice and accounting-related activities.

Maintain commercial and transaction-related records as required.

Required Skills & Qualifications

Graduate in B.Com, BBA, or any relevant field.

Good knowledge of MS Excel, including formulas, filters, sorting, VLOOKUP/XLOOKUP, and Pivot Tables.

Basic knowledge of CRM systems and data management.

Basic knowledge of Tally and accounting concepts.

Understanding of invoices, claims, commercial processes, and documentation.

Good written and verbal communication skills.

Strong follow-up, coordination, and stakeholder management skills.

High attention to detail and accuracy.

Ability to manage multiple tasks and meet deadlines.

Good documentation and record-keeping skills.

Willingness to learn and work with different internal and external stakeholders.

Preferred Experience

1–3 years of experience in CRM coordination, sales coordination, commercial operations, vendor coordination, MIS, or a similar role.

Experience working with vendors, customers, OEMs, or internal commercial/sales teams will be an advantage.