Job Summary

We are looking for a detail-oriented and organized CRM Coordinator to manage customer/vendor-related coordination, documentation, CRM updates, MIS reporting, claims, and commercial support activities. The role requires strong follow-up skills, good Excel knowledge, and the ability to coordinate effectively with internal teams, vendors, customers, and OEMs.

Key Responsibilities

- CRM &
- Data Management
- Maintain and update customer, vendor, and opportunity-related information in the CRM system.
- Ensure accuracy and completeness of CRM data.
- Track enquiries, opportunities, activities, follow-ups, and status updates.
- Generate basic CRM reports and provide regular updates to the concerned teams.
- Ensure timely updating and closure of assigned CRM activities.
- Claims Management
- Coordinate and track various vendor/OEM claims from initiation to closure.
- Collect required documents and information for claim submissions.
- Maintain claim trackers and ensure timely submission of claims.
- Follow up with internal teams, vendors, and OEMs on pending claims.
- Monitor claim status and maintain proper supporting records.
- NDA &
- SLA Coordination
- Coordinate with internal teams, vendors, and customers for NDA documentation and execution.
- Maintain records of NDAs, agreements, and related documents.
- Track SLA activities, expiry dates, and renewals.
- Follow up with stakeholders for pending approvals and documentation.
- Vendor Registration
- Coordinate the complete vendor registration process.
- Collect and verify GST, PAN, bank details, company registration documents,



and other required documents.
- Coordinate with vendors and internal teams for missing information.
- Maintain an updated vendor database and registration tracker.
- Incentive Calculation &
- Coordination
- Collect data required for monthly/quarterly incentive calculations.
- Prepare incentive calculations using Excel.
- Verify data and coordinate with concerned teams for discrepancies.
- Maintain incentive records and supporting documents.
- Follow up for approvals and closure of incentive-related activities.
- Vendor / Customer / OEM Coordination
- Coordinate with vendors, customers, OEMs, and internal teams for day-to-day requirements.
- Share required information and documentation with stakeholders.
- Follow up on pending actions, approvals, claims, registrations, and payments.
- Ensure timely communication and closure of assigned activities.
- MIS &
- Excel Management
- Maintain daily, weekly, and monthly trackers and MIS reports.
- Update and maintain data accurately in Excel and CRM.
- Prepare basic reports, summaries, and status updates.
- Perform data validation, filtering, sorting, and basic calculations.
- Maintain proper documentation and records.
- Tally &




- Basic Accounts Support
- Perform basic data entry and record maintenance in Tally.
- Support basic invoice and accounting-related activities.
- Maintain commercial and transaction-related records as required.

Required Skills &

- Qualifications

- Graduate in B.Com, BBA, or any relevant field.
- Valuable knowledge of MS Excel, including formulas, filters, sorting, VLOOKUP/XLOOKUP, and Pivot Tables.
- Basic knowledge of CRM systems and data management.
- Basic knowledge of Tally and accounting concepts.
- Understanding of invoices, claims, commercial processes, and documentation.
- Good written and verbal communication skills.
- Strong follow-up, coordination, and stakeholder management skills.
- High attention to detail and accuracy.
- Ability to manage multiple tasks and meet deadlines.
- Good documentation and record-keeping skills.
- Willingness to learn and work with different internal and external stakeholders.

Preferred Experience

- 1-3 years of experience in CRM coordination, sales coordination, commercial operations, vendor coordination, MIS, or a similar role.
- Experience working with vendors, customers, OEMs, or internal commercial/sales teams will be an advantage.

Key Competencies
- CRM &
- Data Management
- Vendor Coordination
- Customer Coordination
- Claims &
- Commercial Coordination
- MIS Reporting
- Advanced Excel
- Documentation &
- Record Keeping
- Follow-up &
- Stakeholder Management
- Attention to Detail
- Time Management

📌 EXECUTIVE - BACKEND COORDINATOR (Mumbai)
🏢 Network Techlab India
📍 Mumbai