CRM -Back Office Specialist (Pune)

CRM -Back Office Specialist (Pune)

01 Oct
|
Security and Intelligence Services (SIS)
|
Pune

01 Oct

Security and Intelligence Services (SIS)

Pune

Job Summary

We are seeking an experienced Back Office Operations Executive to support day-to-day business operations, CRM management, MIS reporting, and client coordination for our Facility Services business. The role requires a highly organized professional with robust Excel skills, experience handling B2B clients, and the ability to manage operational data, reports, and internal coordination efficiently.

Key Responsibilities

- Manage and maintain CRM records, customer databases, and operational information.
- Handle back-office operational activities, documentation, and process coordination.
- Prepare and maintain daily, weekly, and monthly MIS reports.
- Generate business reports, dashboards, and performance trackers using Excel.
- Coordinate with Sales, Operations, HR, and Finance teams for smooth business operations.
- Track client contracts, service requests, invoices, and operational updates.
- Ensure data accuracy, timely reporting, and proper record management.
- Support management with data analysis and operational insights.




- Maintain CRM hygiene and ensure all customer and operational information is updated regularly.
- Assist in process improvement initiatives and operational compliance.

Required Skills & Experience
- Graduate in any discipline.
- Minimum 5 years of experience in Back Office Operations, CRM Management, MIS Reporting, or Sales Coordination.
- Experience working with B2B clients, preferably in the Facility Services / Facility Management industry.
- Strong proficiency in MS Excel, including:

- Pivot Tables

- VLOOKUP/XLOOKUP

- Advanced Formulas

- Data Analysis
- MIS & Dashboard Preparation
- Working knowledge of CRM systems.
- Strong analytical, coordination, and organizational skills.
- Good communication and stakeholder management abilities.

Preferred Candidate Profile
- Experience in handling operational reporting and business support functions.
- Ability to manage large volumes of data with high accuracy.
- Self-driven, detail-oriented, and capable of working in a fast-paced environment.

📌 CRM -Back Office Specialist (Pune)
🏢 Security and Intelligence Services (SIS)
📍 Pune

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