About the Role

We are looking for a detail-oriented CRM & Accounts Executive to manage our CRM data, prepare invoices, and generate regular reports. You will be the backbone of our back-office operations, ensuring records are accurate, billing is timely, and management always has the right information.

Key Responsibilities CRM Handling

- Enter, update, and maintain lead, customer, and booking data in the CRM accurately and on time
- Assign leads, follow up with sales teams on pending updates, and keep lead statuses current
- Coordinate with sales and customer service teams for documents, payment updates, and customer queries
- Maintain data hygiene by removing duplicates and correcting errors

Invoice Making & Billing

- Prepare invoices, demand letters, receipts, and credit/debit notes as per booking and payment milestones
- Ensure GST and other tax details are correct on every invoice
- Track outstanding payments and follow up with customers and sales teams for collections
- Maintain organized records of all invoices and supporting documents

Reports & MIS

- Prepare daily, weekly, and monthly reports on collections, pending payments, bookings, and CRM activity
- Maintain MIS sheets in Excel / Google Sheets with accurate and up-to-date data
- Share reports with management and highlight discrepancies or delays

Required Qualifications & Experience

- Bachelor's degree in Commerce, Accounting, Business,



or a related field
- 1 year of experience in CRM handling, accounts, billing, or back-office operations
- Working knowledge of Tally / Zoho Books or similar accounting software
- Good command of MS Excel / Google Sheets (VLOOKUP, pivot tables, formulas)
- Basic understanding of GST and invoicing
- Good written and verbal communication in English, Hindi, and/or Marathi

Preferred Skills

- Prior experience in real estate or construction accounting
- Experience with CRM tools such as Zoho, LeadSquared, Salesforce, or Sell.Do

Key Competencies

- Attention to detail and accuracy
- Good time management and ability to meet deadlines
- Integrity and confidentiality in handling financial data
- Team player with a willingness to learn

Key Performance Indicators

- Accuracy and timeliness of CRM data updates
- Invoices and receipts issued within defined timelines
- On-time delivery of reports and MIS
- Accuracy of billing and payment follow-ups

What We Offer

- Salary as per company norms and industry standards, based on experience and skills
- Other advantages and leaves as per company policy
- Opportunity to work on landmark projects
- Learning and skill development support
- Clear growth path within the operations and accounts team

Pay: ₹25,000.00 - ₹35,000.00 per month

Perks

- Paid sick time

Work Location: In person

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