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
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 exact 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 digit