MIS Executive & CRM

SP Yarns; Kolkata District; On-site; INR 400,000 - 600,000; Full time

Job summary

SP Yarns is seeking an MIS Executive CRM to manage CRM data, prepare sales MIS reports, maintain customer records, and provide insights for management. You will generate dashboards and support sales operations across departments.

This role requires advanced Excel and familiarity with CRM tools (Zoho/Salesforce/HubSpot), strong analytical abilities, and clear communication to coordinate with Sales, Marketing, Production, and Dispatch teams.

Qualifications

• Experience with CRM data management and MIS reporting.
• Proficient Excel with pivot tables and formulas.
• 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

Advanced Excel

Google Sheets

Analytical & communication

Tools

Zoho/Salesforce/HubSpot

ERP knowledge

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