- Handle day-to-day backend data operations for clients.
- Upload, update, validate, and maintain client data in internal systems.
- Prepare and maintain MIS reports, operational reports, and data summaries.
- Perform basic data analysis and identify discrepancies/errors in client data.
- Verify data accuracy and ensure timely completion of assigned tasks.
- Support the Key Account Manager with client-related backend activities and data requirements.
- Coordinate with internal teams such as Product, Technology, and Implementation to ensure client requirements are met.
- Follow up on pending information and ensure timely closure of backend activities.
- Maintain proper documentation and records of client-related activities.
- Assist in resolving basic client data-related queries and issues.
- Identify recurring data issues and highlight them to the concerned team.
- Support other backend and operational activities as required by the business.
Accounting Knowledge Required:
The candidate should have a basic understanding of:
- Debit & Credit
- Accounts Payable (AP) and Accounts Receivable (AR)
- Invoices and payments
- Ledger and accounting entries
- Basic financial/accounting terminology
Candidates do not need to be accounting specialists, but should be comfortable understanding accounting-related data.
Required Skills:
- Good knowledge of MS Excel / Google Sheets
- Data handling and reporting skills
- Good attention to detail
- Basic accounting knowledge
- Good analytical and problem-solving skills
- Good written and verbal communication
- Ability to work with software and learn current systems quickly
- Good follow-up and coordination skills
- Ability to manage multiple tasks and meet deadlines
Preferred Candidate Profile:
- B.Com / M.Com / BBA / equivalent qualification
- 1–2 years of experience in backend operations, data management, MIS, customer support operations, finance operations, or similar roles
- Experience working with accounting software, ERP, Fin-tech, SaaS, or B2B platforms will be an advantage.