Office Manager

Jitojobs; Pune District; On-site; INR 240,000 - 320,000; Full time

Job summary

Jitojobs in Pune is seeking an Office Assistant – Administration & CRM to support day-to-day office operations, maintain team expense records, and keep the company's CRM up to date.

The role acts as a coordination point between management, sales, technical teams, vendors, and other internal departments to ensure information, expenses, follow-ups, and customer records are properly documented.

Responsibilities

• Maintain daily records of team expenses.
• Collect and verify bills, receipts, invoices, and expense proofs from employees.
• Maintain an Employee Expense Register.
• Track fuel, travel, courier, stationery, petty cash, refreshments, and other approved business expenses.
• Prepare weekly/monthly expense summaries for management.
• Coordinate with accounts for reimbursement and payment processing.
• Enter and update CRM data, follow-ups, and order status.
• Ensure all enquiries are entered into CRM from calls, WhatsApp, website, and social channels.
• Maintain follow-up schedules and remind team members about pending actions.
• Maintain proper digital filing of expense-related documents.

Job description

Job Type: FullTimePermanent

Location: Pune

Work Mode: Onsite

Experience: EntryLevel

Travel Requirements: Travel Required

Office Assistant – Administration, Team Expenses & CRM

Department: Administration & Operations

Position: Office Assistant – Administration & CRM

Location: Office No 2 Midas Touch Lulla Nagar Pune

Reports To: Management / Operations Head

Employment Type: Full-Time

1. Role Overview

We are looking for a well-organised, responsible, and detail-oriented Office Assistant to support day-to-day office administration, maintain records of team expenses, and ensure that the company's CRM is regularly updated and accurately maintained. The candidate will act as a coordination point between the management, sales team, technical team, vendors, and other internal departments, ensuring that information, expenses, follow-ups, and customer records are properly documented.

Key Responsibilities

• A. Team Expense Management
• Maintain daily records of team expenses.
• Collect and verify bills, receipts, invoices, and expense proofs from employees.
• Maintain an Employee Expense Register.
• Track fuel, travel, courier, stationery, petty cash, refreshments, and other approved business expenses.
• Check expenses against approved limits and company policies.
• Prepare weekly/monthly expense summaries for management.
• Coordinate with accounts for reimbursement and payment processing.
• Follow up with team members for missing bills or expense details.
• Maintain proper digital filing of all expense-related documents.
• B. CRM Management
• Maintain and regularly update the company's CRM.
• Enter new customer and lead information accurately.
• Update lead status, customer requirements, quotations, follow-ups, site visits, and order status.
• Ensure that every enquiry received through phone, WhatsApp, website, social media, or other channels is entered into the CRM.
• Maintain follow-up schedules and remind concerned team members about pending actions.
• Track enquiries from Lead → Contact → Site Visit → Quotation → Follow-up → Order →