We are looking for a Tally Operator & CRM Executive who is well-versed in Tally, highly proficient in Microsoft Excel, and comfortable working with CRM software.

The candidate will be responsible for maintaining accurate financial and operational records, handling day-to-day data entry, preparing reports, and ensuring that customer and business data is properly updated in our CRM.

Key Responsibilities

- Handle day-to-day accounting and data entry work in Tally.
- Maintain sales, purchase, expense, payment, receipt, and other financial records.
- Prepare invoices, bills, vouchers, and basic accounting reports.
- Maintain and update records accurately and on time.
- Use Microsoft Excel extensively for data management, reporting, calculations, and analysis.
- Maintain Excel sheets, trackers, MIS reports, and other business records.
- Enter, update, and manage customer/client information in the CRM.
- Track leads, follow-ups, customer interactions, and sales-related activities through the CRM.
- Ensure CRM data is accurate, complete, and regularly updated.
- Coordinate with the accounts, sales, and management teams whenever required.
- Maintain proper documentation and organized records.
- Assist management with data and reports whenever required.
- Ensure confidentiality and accuracy of financial and customer information.

Required Skills

- Solid knowledge of Tally and basic accounting operations.




- Excellent command of Microsoft Excel.
- Knowledge of Excel formulas, sorting, filtering, data formatting, and basic reporting is required.
- Good English reading and writing skills.
- Comfortable working with computers and business software.
- Willingness and ability to learn and operate CRM software.
- Good data-entry speed with strong attention to detail.
- Ability to maintain accurate records and meet deadlines.
- Good communication and coordination skills.

Preferred

- Previous experience working with a CRM system.
- Knowledge of GST, invoicing, and basic accounting procedures.
- Experience preparing MIS or business reports.
- Prior experience in a company handling multiple clients/customers will be an advantage.

Candidate Profile

We are looking for someone who is:

- Detail-oriented and organized
- Responsible and reliable
- Comfortable handling large amounts of data
- Good with numbers and Excel
- Able to communicate and understand instructions in English
- Willing to take responsibility for both accounts and CRM-related operations

Qualification

Minimum: 12th Pass / Graduate
Preferred: B.Com or relevant accounting/business qualification

Pay: ₹20,000.00 - ₹25,000.00 per month

Education:

- Bachelor's (Preferred)

Experience:

- Tally: 3 years (Preferred)

Work Location: In person

📌 Tally Operator (India)
🏢 KB Enterprises
📍 India