Team Member - Sales Operations & MIS

About the role

Backend Team Executive

Team Management and Development:

Oversees the daily operations of the Backend CRM team, ensuring efficient execution of tasks.

Provides guidance and support to the team in resolving CRM-related issues and inquiries.

Conducts training sessions for team members on CRM processes, SAP usage, and financial procedures.

CRM Management:

Leads the creation and management of offers within the CRM system, ensuring accuracy and timely updates.

Collaborates with the finance team to manage cash flow information and approve bank entries.

Project Management on SAP:

Oversees project creation and management within the SAP system, ensuring alignment with business objectives.

Monitors project status and provides reports to senior management as needed.

Manages pricing processes within the CRM, ensuring competitive and profitable pricing strategies are implemented.

Works with sales and finance teams to analyze pricing trends and make adjustments as necessary.

Collaboration and Support:

Serves as a liaison between finance, CRM, and sales teams, facilitating effective communication and support.

Conducts regular meetings with team members and stakeholders to discuss updates, challenges, and strategies.

Performance Monitoring:

Establishes KPIs for team performance and ensures they are met or exceeded.

Conducts performance evaluations and provides feedback to team members.

Key Stakeholders - Internal

Finance Team

Projects Team

Legal Team

Marketing and Sales Team

CRM Team

Qualifications

Qualification:

• Graduate in any discipline (B.Com / BBA / B.Sc preferred)

• MBA (Operations / Finance / Marketing) preferred

• Strong working knowledge of MS Excel, PowerPoint, and MIS tools

Experience

• 5 to 8 years of experience in MIS / Sales Operations / Backend roles

• Experience in real estate / sales-driven organizations preferred

• Strong exposure to data management, reporting, and dashboard preparation