CRM Specialist
- Security Intelligence
- 5 - 10 years
- Pune
- 6 days ago
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Job Description
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 strong 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.
Job Classification
Industry: Facility Management ServicesFunctional Area / Department: Customer Success, Service & OperationsRole Category: Customer SuccessRole: Customer Success AssociateEmployement Type: Full timeContact Details:
Company: Security IntelligenceLocation(s): Pune
Keyskills: MS Office Excel CRM Management Back Office Operations MIS Operations Data Management Backend Operations Advanced Excel MIS Reporting HLOOKUP Operational Support Pivot Table B2B Client Coordination VLOOKUP Back Office CRM
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About Accenture\r\n\r\n \r\n\r\nAccenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations...
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