MIS Executive

MIS & CRM Coordinator – Job Description

Position Overview

The MIS & CRM Coordinator will be responsible for managing business data, generating actionable reports, and ensuring smooth operation of the CRM system. This role bridges data management, reporting, and customer relationship processes, providing key insights to management and supporting the sales, marketing, and operations teams.

Key Responsibilities1. MIS (Management Information System)

· Collect, organize, and maintain business data from different departments (sales, marketing, finance, operations).

· Prepare daily/weekly/monthly reports (sales performance, customer trends, stock levels, etc.).

· Track KPIs and provide dashboard summaries for management review.

· Ensure data accuracy, consistency, and timely availability.

· Support management in decision-making with analytical insights.

· Identify gaps, variances, and highlight actionable points.

2. CRM (Customer Relationship Management)

· Manage the CRM system (data entry, updates, lead tracking, pipeline monitoring).

· Ensure that sales and customer interaction data are correctly captured.

· Train and support staff on CRM usage where required.

· Track customer journey, follow-ups, and ensure timely reminders for sales/after-sales teams.

· Generate CRM-based reports (customer acquisition, retention, follow-up status, etc.).

· Maintain clean and updated customer databases.

Daily/Weekly Activities

· Daily data entry and sales/CRM updates.

· Preparing daily sales tracker and follow-up reports.

· Weekly consolidation of MIS reports for management.

· Coordinating with sales and operations teams for missing data.

· Updating customer pipeline and sending reminders/alerts.

Skills Required

· Strong knowledge of MS Excel, Google Sheets, and reporting tools.

· Hands-on experience (or willingness to learn) in CRM platforms (Zoho, Salesforce, HubSpot, or internal system).

· Analytical mindset with attention to detail.

· Good communication and coordination skills.

· Ability to multitask and meet deadlines.

KPIs for Evaluation

· Accuracy and timeliness of reports.

· Quality and completeness of CRM database.

· Adoption and proper usage of CRM by sales team.

· Management satisfaction with insights provided.

· Contribution to improved customer follow-up and conversion rates.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹40,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Paid sick time
• Paid time off

Application Question(s):

• Microsoft Excel

Education:

• Bachelor's (Required)

Experience:

• Data management: 2 years (Required)

Language:

• English (Required)

Work Location: In person