Mis Executive

SP Yarns; Kolkata District; On-site; INR 300,000 - 500,000; Full time

Job summary

SP Yarns is seeking an MIS Executive CRM to manage CRM data, prepare sales MIS reports, maintain customer records, and generate dashboards to support management decisions.

The role will involve tracking leads and orders, coordinating with Sales, Marketing, Production and Dispatch, and ensuring data accuracy and timely reporting. Strong Excel and CRM system familiarity are essential.

Qualifications

• Advanced MS Excel skills including Pivot Tables and lookup formulas.
• Experience with Google Sheets.
• Hands-on CRM software experience (Zoho, Salesforce, HubSpot).
• ERP knowledge is preferred.
• Strong analytical and communication skills.

Responsibilities

• Maintain and update CRM database.
• Prepare daily, weekly, and monthly MIS reports.
• Track leads, quotations, follow-ups, and order status.
• Create Excel dashboards and analyze sales trends.
• Coordinate with Sales, Marketing, Production, and Dispatch teams.
• Ensure data accuracy and timely reporting.
• Maintain confidential customer records.

Skills

MS Excel

Pivot Tables

XLOOKUP/VLOOKUP

IF

Charts

Google Sheets

CRM Software

ERP Knowledge

Analytical Skills

Communication Skills

Tools

Zoho CRM

Salesforce

HubSpot

ERP Systems

Job description

Job Summary

The MIS Executive CRM will manage CRM data, prepare sales MIS reports, maintain customer records, generate dashboards, support sales operations, and provide business insights for management.

Key Responsibilities

Maintain and update CRM database.

Prepare daily, weekly, and monthly MIS reports.

Track leads, quotations, follow-ups, and order status.

Create Excel dashboards and analyze sales trends.

Coordinate with Sales, Marketing, Production, and Dispatch teams.

Ensure data accuracy and timely reporting.

Maintain confidential customer records.

Skills Required

Advanced MS Excel (Pivot Tables, XLOOKUP/VLOOKUP, IF, Charts)

Google Sheets

CRM Software (Zoho/Salesforce/HubSpot)

ERP knowledge preferred

Strong analytical and communication skills

KPIs

CRM data accuracy

Timely MIS reporting

Dashboard accuracy

Lead tracking efficiency

Sales support effectivenes