Company Description

About Our Company

- TSS Consultancy is a rapidly growing product-based company dedicated to delivering comprehensive solutions tailored to the unique needs of Fintech and Regtech organizations. Our mission is to fight financial crime through innovation and expertise. With a keen understanding of the market, we have developed cutting-edge products that set us apart in the industry.
- Our commitment to excellence has earned us the trust and partnership of some of the most prestigious institutions. We proudly serve 9 out of the top 10 brokers, 4 out of the top 5 private sector banks, and 3 out of the top 4 exchanges. Our client portfolio extends further, including leading financial institutions and regulatory bodies, reinforcing our reputation as a reliable and forward-thinking partner.
- We have our vibrant offices in the cities of Mumbai, Rajkot and Gandhinagar. In our growing presence we currently have our clients across India, South Africa and USA.

For more information : www.trackwizz.com

CRM & Deal Management

- System Hygiene: Create and update master data, configure new deals, and maintain the client Purchase Order (PO) ledger in the CRM.
- Lifecycle Tracking: Dynamically update deal records, contract rates, data feeds, pricing scenarios, and milestones (including UAT sign-off and Go-Live timelines).
- Pipeline Audit: Conduct regular reviews of customer records to ensure the CRM reflects real-time ARR (Annual Recurring Revenue) and MRR (Monthly Recurring Revenue)

metrics.

- Manage and Update renewals in the CRM in a timely manner

Monthly Billing Operations

- Data Compilation: Extract, validate, and compile monthly customer usage/consumption metrics for precise invoice preparation.
- Cross-Department Alignment: Coordinate seamlessly with Finance and

Accounts to deliver accurate billing inputs within strict monthly cut-offs.

- Workflow Automation: Build, scale,



and manage automated email communications using AI-assisted tools and digital outreach templates.

Analytics, MIS & Reporting

- Data Alignment: Perform routine cross-checks between legal contract terms, POs, and

CRM data to ensure absolute data alignment.

- Populate monthly utilisation data and update invoice records in the MIS
- Dashboard Management: Build and maintain weekly/monthly sales trackers,

renewal pipelines, and contract aging sheets for leadership visibility.

- Extract, organise, and analyse reports from the CRM; classify and summarise data for management reporting
- Prepare and share MIS dashboards and monthly reports with internal stakeholders,

highlighting key trends, etc.

- Insights Generation: Utilize AI tools, advanced spreadsheet functions to to improve the speed, accuracy and synthesize raw CRM data into actionable executive presentations.
- Support ad hoc data requests and management presentations with accurate, well-

structured data and analysis

Client Relationship & Renewals

Proactive Engagement

- Follow up proactively with clients, track subscription timelines to initiate renewal conversations and secure client POs well ahead of expiration.
- Build and maintain positive, professional relationships with clients through timely and responsive communication
- Act as a point of contact for client queries related to renewals, billing, and subscription status, ensuring prompt resolution
- Identify, flag, and escalate high-risk or delayed account renewals to the Management.

Expansion Insights





- Monitor customer usage patterns during the renewal window to spot and flag potential upsell or cross-sell opportunities.
- Maintain an up-to-date renewals tracker and ensure all CRM renewal records are current and accurate

Process Improvement, Automation & AI Integration

- Identify repetitive manual tasks in billing and data entry to propose smart workflow automations.
- Utilize AI productivity tools /assistants to draft crisp client communications, review and maintain data hygiene, etc.
- Enhance Excel and Google Sheets trackers using advanced functions, macros, or scripts to improve team operating efficiency.
- Map, update, and document standard operating procedures (SOPs), identify process improvements to reduce service turnaround times.

Qualifications

• Graduate in Commerce, Business Administration, or a related field
- Advanced Proficiency in Microsoft Excel or Google Sheets, including data entry, LOOKUP,

pivot tables, etc.

- Working knowledge of CRM platforms and the ability to maintain accurate records and navigate system workflows
- Basic familiarity with AI tools / assistants, for drafting communications, summarising data,

and improving task efficiency

- Robust attention to detail and accuracy in data management and record maintenance
- Good written and verbal communication skills for client follow-up and internal co-ordination
- Ability to manage multiple tasks, prioritise effectively, and meet deadlines
- Self-motivated with a proactive and digitally-aware approach to task ownership and problem-solving

Additional Information

• Prior exposure to billing, subscription management, billing processes
- Experience working in a SaaS, Software, IT Product or technology company.
- Hands-on experience using AI tools in a professional context
- Familiarity with data visualisation or reporting tools

📌 Associate Commercial Analyst | Mumbai
🏢 Tss Consultancy
📍 Mumbai