Job Description

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, qualified 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

Strong 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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Associate Commercial Analyst | Mumbai
🏢 Tss Consultancy
📍 Mumbai