CRM Executive

Job Description

Job Title: MIS & Task Management Executive – Office of the Director

Location: Pune

Department: Operation Support

Reporting To: Director / Senior Leadership

Employment Type: Full-time

Job Summary:

We are seeking a highly organized and data-driven professional to support the Director in strategic and operational decision-making by managing task tracking tools and compiling actionable MIS reports. This role blends the responsibilities of MIS reporting, task management, and executive support. The ideal candidate will serve as a key enabler for the Director, ensuring visibility across projects, deadlines, team deliverables, and performance metrics.

Key Responsibilities:

• Collect, consolidate, and validate data from various departments for daily, weekly, and monthly MIS reports.
• Manage and monitor task management/project management tools (e.g., Asana, Trello, Monday.com, ClickUp) and ensure timely updates by relevant stakeholders.
• Track progress of key initiatives and provide status reports to the Director with actionable insights and flags.
• Assist the Director in monitoring organizational KPIs, team performance, and project milestones.
• Coordinate follow-ups and ensure accountability across teams for assigned tasks and deliverables.
• Maintain dashboards and trackers for key functional areas (e.g., operations, sales, finance, HR, etc.).
• Support data-backed decision-making by preparing analytical summaries, charts, and executive presentations.
• Organize internal meetings, prepare minutes of meetings (MoMs), and ensure closure of action items.
• Maintain confidentiality and manage sensitive data with discretion and professionalism.
• Proactively identify process gaps and suggest improvements in data management and task tracking systems.

Requirements:

• Bachelor’s degree in Business Administration, IT, Statistics, or a related field.
• 2–5 years of experience in MIS reporting, data analytics, or executive coordination roles.
• Strong proficiency in Excel (including Pivot Tables, VLOOKUP, dashboards), task management software, and reporting tools.
• Excellent analytical, coordination, and time management skills.
• High level of accountability, ownership, and attention to detail.
• Clear and effective communicator—both verbal and written.
• Ability to manage multiple priorities and deadlines simultaneously.

Preferred Skills:

• Experience with BI tools like Power BI, Google Data Studio, or Tableau.
• Familiarity with CRM systems and how they integrate into business operations.
• Exposure to working with senior management or C-suite executives.
• Basic understanding of business functions like sales, HR, operations, and finance.

Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹40,000.00 per month

Ability to commute/relocate:

• Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: In person