Accounts & MIS person to support the CRM team in managing customer financial data, payment tracking, and reporting. The role involves close coordination with sales, finance, and CRM teams to ensure accurate records, timely collections tracking, and insightful MIS reporting.

Key Responsibilities:
Maintain and update customer ledgers, payment schedules, and receipts
Track customer payments, dues, and outstanding balances
Calculation of Interest, Delay Payment, NPV, IRR etc.
Coordinate with finance/accounts team for payment reconciliation
Raising in invoicing, demand letters, and payment reminders
Prepare daily, weekly, and monthly MIS reports related to collections, receivables, and sales
Generate reports on booking status, cancellations, and revenue realization
Analyze data and highlight variances, trends, and risks
Maintain dashboards for management review
Ensure accurate data entry and updates in CRM software
Validate customer data, unit details, pricing, and payment plans




Support CRM team in system audits and data hygiene

Key Skills & Competencies:
Robust knowledge of accounts receivable and collections
Advanced proficiency in MS Excel (Pivot Tables, VLOOKUP, MIS reporting)
Familiarity with CRM tools and ERP systems (e.g., Far Vision or real estate CRM platforms)
Positive analytical and problem-solving skills
High attention to detail and accuracy
Robust communication and coordination skills

Qualifications & Experience:
Bachelor’s degree in Commerce.
Minimum 5 years of experience in a related role.

Pay: ₹800,000.00 - ₹1,000,000.00 per year

Benefits:
Commuter assistance
Provident Fund

Application Question(s):
How many years of experience do you have in Sales MIS / CRM MIS / Post-Sales?
When can you start?
Where are you currently located?
What is your salary expectation?

Work Location: In person

📌 Crm Mis Manager Thane (India)
🏢 Clean Charm
📍 India