Junior CRM & Operations Executive

JD:

CRM Updates

• Maintain and update client, vendor, and site-level data in the CRM on a regular basis
• Track service requests, collections, escalations, and closures
• Ensure accuracy and timeliness of all CRM entries

Invoice Raising

• Prepare and raise invoices based on approved rates, agreements, and service delivery records
• Coordinate with operations and finance teams for validation and timely billing
• Track invoice status and support collections follow-ups

Documentation

• Maintain operational and statutory documentation related to waste collection, transportation, processing, and disposal
• Ensure proper filing of service reports and compliance-related documents
• Support audits and internal reviews through accurate documentation

Manpower Onboarding

• Coordinate onboarding of operational staff including documentation, ID creation, and system access
• Maintain manpower records, attendance data, and deployment details
• Act as a point of contact for onboarding-related operational support

Data Management

• Collect, organize, and manage operational data from multiple sites and stakeholders
• Ensure data accuracy, consistency, and accessibility for analysis
• Support data-driven decision-making for operations improvement

Report Making

• Prepare daily, weekly, and monthly operational reports
• Track key metrics such as waste quantities, service performance, manpower utilization, and billing data
• Share insights and summaries with internal stakeholders

Event Management:

·       R1. To involve in client communications to get the requirement from the client

·       R2. To initiate MoU/Agreement and finalize costing with client ( as required)

·       R3. Execute the event operations with support from Project coordinators or field team as required

·       R4. Should raise the invoice and submit the report after 7 days of the event

Zoho CRM & Creator

• Use Zoho CRM to manage client data, service workflows, and escalations
• Work with Zoho Creator for custom forms, operational tracking, and process automation
• Coordinate with internal teams to improve system efficiency and data quality

Agreement & PO Management

• Maintain records of client agreements, work orders, and purchase orders
• Track agreement validity, scope, and commercial terms
• Ensure services are delivered as per agreed SLAs and commercial conditions