Finance CRM Executive - DWS Group

Digital Web Solutions Pvt. Ltd; Gurgaon; On-site; INR 600,000 - 800,000; Full time

Benefits offered by this job

Professional development opportunities

Job summary

A technology solutions company is looking for a Finance CRM Executive in Gurgaon. This mid-level position focuses on managing the backend of the CRM portal, ensuring data accuracy, and performing data reconciliation. The ideal candidate will have 2 to 5 years of relevant experience, strong analytical skills, and proficiency in advanced Excel functions. This role requires excellent attention to detail and problem-solving abilities, with familiarity in accounting software being a plus. Join our dynamic team to enhance financial reporting and data workflows within our organization.

Qualifications

• 2 to 5 years of experience in a CRM or financial role.
• Strong understanding of CRM backend workflows and database management.
• Ability to interpret large datasets and extract insights.

Responsibilities

• Manage and maintain the backend operations of the in-house CRM portal.
• Accurately enter and verify financial transaction data within the CRM system.
• Perform regular data reconciliation between the CRM portal and financial records.
• Develop and generate comprehensive Management Information System (MIS) reports.
• Analyze large datasets to extract meaningful insights related to financial operations.
• Collaborate with Finance and IT teams to troubleshoot CRM-related issues.
• Support the implementation and optimization of CRM workflows.

Skills

Advanced Excel

Data Analysis

CRM Backend Management

Data Reconciliation

MIS Reporting

Transaction Entry

Database Management

Attention to Detail

Problem Solving

Accounting Software Proficiency

Tools

Tally

QuickBooks

Job description

Job opening# Finance CRM Executive - DWS GroupDigital Web Solutions## Job DescriptionDigital Web Solutions is seeking a highly analytical and detail-oriented CRM Executive to join our Finance Department. This pivotal role serves as the crucial link between our robust financial operations and our sophisticated technical systems. You will be instrumental in managing the backend of our in-house CRM portal, ensuring the utmost accuracy in transaction entries, diligently performing data reconciliation, and generating comprehensive Management Information System MIS reports that drive informed decision-making across the organization. The core focus of this position will be on maintaining the integrity and efficiency of our CRM data. This involves meticulous attention to detail in transaction processing, ensuring all financial data within the CRM is accurate and up-to-date. A significant part of your responsibility will be data reconciliation, cross-referencing information to identify and resolve discrepancies. Furthermore, you will leverage your analytical prowess to extract valuable insights from large datasets, translating raw data into actionable intelligence through the creation of detailed MIS reports. Proficiency in advanced Excel functions such as VLOOKUP, HLOOKUP, Pivot Tables, Macros, and complex formulas will be essential for success in this reporting capacity. We are looking for a mid-level professional with 2 to 5 years of experience who possesses a strong understanding of CRM backend workflows and database management. Your ability to interpret large datasets and extract meaningful insights will be highly valued. While not strictly required, familiarity with accounting software such as Tally or QuickBooks will be considered a significant advantage, further enhancing your ability to bridge financial and technical domains. The ideal candidate is someone who thrives in a structured environment, demonstrates exceptional problem-solving skills, and is committed to maintaining data accuracy. Joining Digital Web Solutions means becoming part of a dynamic and growing organization with a team of over 200 dedicated professionals. Our Finance Department fosters a collaborative and supportive environment where your contributions are recognized and valued. We are committed to professional development and provide opportunities for our employees to expand their skill sets and advance their careers. You will work alongside experienced finance professionals and IT specialists, contributing to the overall financial health and technological advancement of our company.## Responsibilities• Manage and maintain the backend operations of the in-house CRM portal, ensuring data integrity and system functionality. • Accurately enter and verify financial transaction data within the CRM system, adhering to established protocols. • Perform regular data reconciliation between the CRM portal and financial records to identify and resolve discrepancies. • Develop and generate comprehensive Management Information System (MIS) reports utilizing advanced Excel functions such as VLOOKUP, HLOOKUP, Pivot Tables, and complex formulas. • Analyze large datasets to extract meaningful insights and trends related to financial operations and customer interactions. • Collaborate with the Finance and IT teams to troubleshoot CRM-related issues and implement system enhancements. • Ensure the accuracy and completeness of financial data captured in the CRM for reporting and decision-making purposes. • Support the implementation and optimization of CRM workflows to improve efficiency and data accuracy. • Assist in the training of new users on CRM backend functionalities and data entry procedures. • Maintain documentation for CRM processes, data standards, and reporting procedures. • Leverage understanding of accounting software principles to ensure seamless integration and data flow with the CRM. • Proactively identify opportunities for process improvement within the CRM backend to enhance financial reporting capabilities.## SkillsAdvanced ExcelData AnalysisCRM Backend ManagementData ReconciliationMIS ReportingTransaction EntryDatabase ManagementAttention to DetailProblem SolvingAccounting Software Proficiency