MIS Manager Position: MIS Manager

Experience: 4+ years

Location: Gurugram

Functional Practices: Financial Services Practice, Customer Service

Job Type: Permanent

Contact Name: Radhika Malhotra

Contact Email: [email protected]

Job Ref: 136815

Published: about 12 hours ago

About Your Future Employer A leading technology-enabled financial services firm that partners with investment banks, private credit funds, hedge funds, asset managers, and other financial institutions. The organization specializes in structured finance, private credit, loan operations, portfolio management, valuation support, data analytics, and financial technology solutions.

Responsibilities

- Own and manage Microsoft Dynamics 365 Sales and Customer Engagement (CE) as a single source of truth for sales and customer engagement data, ensuring effective adoption and business impact.
- Translate business requirements into CRM enhancements, product features, and user stories, prioritizing improvements based on business strategy and stakeholder feedback.
- Collaborate with Sales, Marketing, Client Success, Leadership, and Operations teams to align CRM initiatives with commercial objectives and improve cross-functional coordination.
- Drive CRM adoption and process optimization through user training, best practices, change management, and streamlined lead-to-opportunity, account management, and client engagement workflows.
- Define and monitor key commercial KPIs, develop management dashboards, and improve pipeline visibility, account intelligence, activity tracking, sales forecasting, and performance reporting.
- Establish data quality standards, validation checks, and exception reports to ensure accurate CRM data, opportunity tracking,



ownership, and sales activity records.
- Partner with analytics and technology teams to generate actionable business insights and facilitate integrations across CRM, marketing automation, document management, data platforms, and other business applications.
- Develop recurring MIS reports and leadership dashboards to support sales reviews, account planning, campaign tracking, commercial decision-making, and board-level reporting.

Requirements

- 4-7 years of relevant experience working with Microsoft Dynamics 365 Sales and Customer Engagement (CE).
- Experience in B2B SaaS, financial services, fintech, private credit, banking, or capital markets environments.
- Exposure to Sales Operations, Revenue Operations, commercial processes, legal workflow tracking, or client lifecycle management.
- Proven experience driving CRM adoption and user engagement initiatives across large user groups.
- Robust documentation, business process mapping, and workflow optimization skills.
- Microsoft certifications in Dynamics 365, Power Platform, or related technologies would be an added advantage.

What is in it for you

- Opportunity to own and drive CRM strategy using Microsoft Dynamics 365 Sales and CE.
- Work closely with senior leadership and cross-functional teams.
- Drive impactful business transformation, process optimization,



and digital adoption initiatives.
- Gain exposure to commercial strategy, revenue operations, and business intelligence.
- Build expertise in CRM product ownership, MIS reporting, and data-driven decision-making.

Reach Us If you think this role aligns with your career aspirations, kindly email your updated CV to [email protected] for a confidential discussion about the role.

Disclaimer Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, colour, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Note: We receive many applications daily, so it becomes difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated. Scammers can misuse Crescendo Global's name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at www.crescendo-global.com and report fraud immediately. Stay alert!

Keywords Microsoft Dynamics 365 Sales, Customer Engagement (CE), CRM Product Ownership, MIS Reporting, Sales Operations, Revenue Operations, CRM Adoption, Process Optimization, Stakeholder Management, Dashboarding, KPI Tracking, Pipeline Management, Data Analytics, Business Intelligence, Workflow Automation, Power Platform, B2B SaaS, Financial Services, Client Lifecycle Management, Change Management.

📌 MIS Manager - 4+ years - Gurugram job in Gurugram (India)
🏢 Crescendo Global
📍 India