Job Title: ERP & Operations Automation Executive

Experience: 1-3 years

Role Summary

We are looking for a practical, detail-oriented person to help implement and maintain our internal ERP/workflow systems across sales, quotation, design, production, inventory, dispatch, and accounts. The role is ideal for someone with solid Excel/Google Sheets skills, basic automation experience.

Key Responsibilities

- Map company processes from quotation request to dispatch and payment.
- Build and maintain trackers, forms, dashboards, and reports.
- Support ERP/CRM implementation across sales, quotation, production, inventory, and accounts.
- Create workflows for quote requests, project tracking, material consumption, purchase tracking, dispatch, and payment follow-ups.
- Automate repetitive Excel/Google Sheets tasks using formulas, scripts, macros, or low-code tools.
- Maintain master data such as customers, products, materials, vendors, and project codes.
- Coordinate with sales, design, production, stores, dispatch,



and accounts teams to ensure data is updated correctly.
- Create SOPs and train team members on using the system.
- Identify gaps in the process and suggest practical improvements.
- Work with external software vendors or consultants when needed.

Required Skills

- Strong Excel / Google Sheets skills: formulas, lookups, pivot tables, data cleaning.
- Basic understanding of business workflows and operations.
- Experience with any CRM, ERP, Airtable, Zoho, Smartsheet, or similar tool.
- Ability to create forms, trackers, dashboards, and reports.
- Good communication skills to work with non-technical teams.
- Detail-oriented and comfortable following up with people for data updates.
- Basic understanding of inventory, purchase, sales, invoicing, or project tracking is preferred.
- Basic knowledge of APIs or database concepts.

📌 ERP & Operations Automation Executive (Bengaluru)
🏢 Tplusa India
📍 Bengaluru