MIS Coordinator

To ensure accurate CRM data discipline, generate timely MIS reports across departments, and provide business insights for better decision-making and performance tracking.

Key Responsibilities

1. CRM Compliance & Process Monitoring

• Audit daily entries in CRM (Airtable / Kylas / etc.) to ensure all SOPs are being followed.
• Track lead status updates, follow-ups, appointment confirmation, sales closure entries, and doctor recommendations.
• Identify errors or missing data and follow up with respective team members for corrections.

2. MIS & Reporting

• Generate Daily / Weekly / Monthly reports for:
• Clinic Appointments & Follow-up Status
• Conversion Rate by Advisor / TL / Clinic
• Product vs Service Sales
• Marketing Funnel – Lead Source vs Output vs Cost
• Doctor-wise / Branch-wise Revenue & Upsell Performance
• Customize reports and share with concerned departments (Sales / Marketing / Finance / HR).

3. Business Analysis

• Highlight patterns, gaps, leakages or underperformance through reports.
• Provide actionable recommendations backed by numbers.
• Work closely with management to plan improvements based on data trends.

4. Coordination & Automation Support (If Skilled)

• Liaise with CRM / Automation vendors or internal tech team to update dashboards and trackers.
• Maintain central data health score of CRM.

Required Skills & Qualifications

• Experience with CRM Tools (Airtable / Zoho / HubSpot / Kylas etc.)
• Strong Excel / Google Sheets & Reporting skills
• Understanding of Sales / Operations processes preferred
• Analytical mindset — should not just compile data but interpret it

Personality Traits

• Process-oriented and discipline-focused
• Assertive in following up for accurate data entries
• Detail-oriented with high ownership attitude

KPIs (Success Metrics)

• 100% CRM Data Compliance Score (No Missing Entries)
• Timely Submission of Daily / Weekly Reports
• Insights leading to measurable improvement in Conversion % or Follow-up efficiency

Job Type: Full-time

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: In person