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Accounts + CRM Specialist

8 - 10 years

6 - 9 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

  • Accounts Management:

    • Oversee daily accounting operations including ledger management, accounts payable and receivable, bank reconciliations, and expense tracking.
    • Prepare and analyze financial statements, balance sheets, profit & loss accounts, and cash flow reports.
    • Ensure compliance with accounting standards, tax regulations, and company policies.
  • Budgeting & Forecasting:

    • Develop and monitor budgets and financial forecasts.
    • Provide variance analysis and recommend corrective actions for budget deviations.
  • Audit & Taxation:

    • Coordinate with external auditors during audits and provide necessary documentation.
    • Manage statutory compliances including GST, TDS, and other tax filings.
  • CRM Management:

    • Manage and maintain the CRM system to ensure accurate customer data and sales pipeline tracking.
    • Analyze CRM data to identify sales trends, customer behavior, and opportunities for business growth.
    • Coordinate with sales, marketing, and customer service teams to streamline CRM processes and improve customer relationship management.
  • Reporting & Analytics:

    • Generate periodic financial and CRM reports for senior management.
    • Use CRM insights to support decision-making and strategy formulation.
  • Team Leadership & Coordination:

    • Lead and mentor junior accounting and CRM staff.
    • Collaborate cross-functionally to improve accounting workflows and CRM utilization.
  • System Implementation & Optimization:

    • Support CRM system upgrades, integrations, and process improvements.
    • Identify automation opportunities to enhance accounting and CRM efficiency.
  • Experience & Skills Required:

    • 8-10 years of progressive experience in accounting and CRM management.
    • Strong knowledge of accounting software and CRM tools.
    • Excellent analytical, organizational, and communication skills.
    • Proficiency in MS Excel and other relevant financial software.

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