About the Role

We are looking for a highly organised, analytical and tech-savvy CRM & Operations Executive who can manage operational data, streamline workflows and improve business efficiency through smart use of Google Sheets, Excel and AI tools.

This role goes beyond basic data entry. You will be responsible for maintaining structured data systems, analysing operational information, developing efficient trackers and reports, and identifying opportunities to automate repetitive tasks using AI-powered tools.

The ideal candidate should have a strong understanding of spreadsheets, logical thinking, problem-solving abilities and a proactive approach towards improving existing processes.

Key Responsibilities

- Data & CRM Management: Maintain and manage daily operational records, order data, CRM databases and business trackers with a high level of accuracy.
- Advanced Spreadsheet Management: Work extensively with Google Sheets and MS Excel, using formulas, VLOOKUP/XLOOKUP, IF, COUNTIF, SUMIF, Pivot Tables, filters and data validation.
- Reporting & Analysis: Prepare daily, weekly and monthly MIS reports, analyse data, identify discrepancies and highlight operational gaps.
- AI Integration & Automation: Use tools like ChatGPT, Claude and other AI platforms to automate repetitive tasks, organise data, generate reports and improve workflow efficiency.
- Process Improvement: Develop, maintain and optimise Google Sheets-based systems, trackers and reporting structures.
- Operational Coordination: Coordinate with internal teams to track order status, resolve data discrepancies, monitor pending activities and ensure timely updates.
- Problem Identification: Identify inefficiencies, inconsistencies and process-related issues and recommend practical solutions.





Required Skills & Qualifications

- 6 months to 2 years of experience in CRM, MIS, Operations, Data Management, Order Management or a similar role.
- Strong command of Google Sheets and working knowledge of MS Excel.
- Practical knowledge of spreadsheet formulas, lookups, Pivot Tables, data filtering and reporting.
- Familiarity with AI tools such as ChatGPT, Claude or similar platforms.
- Strong analytical and logical reasoning abilities.
- Good understanding of data organisation, accuracy and reporting.
- Ability to identify problems and independently work towards solutions.
- Positive communication, coordination and time-management skills.

What Will Give You an Advantage?

- Experience in creating automated Google Sheets trackers and dashboards.
- Knowledge of advanced spreadsheet functions and data analysis.
- Experience using AI tools for workflow automation and productivity.
- Understanding of CRM systems, operational workflows and MIS reporting.
- Ability to identify repetitive tasks and suggest smarter ways to execute them.

Who Should Apply?

We are looking for someone who enjoys working with data, understands processes and takes ownership of responsibilities. You should be comfortable experimenting with technology, using AI to improve productivity and finding smarter ways to solve everyday operational challenges.

Important: This is a data-driven operations role, not a telecalling or customer support position. Candidates with solid spreadsheet skills, analytical thinking and an interest in AI-driven process improvement are encouraged to apply.

Pay: From ₹20,000.00 per month

Application Question(s):

- Share your Face to Face Interview Availability
- Notice Period or LWD?

Work Location: In person

📌 CRM Executive (Sahibzada Ajit Singh Nagar)
🏢 Submit Core
📍 Sahibzada Ajit Singh Nagar