Primary Responsibilities
CRM & Deal Management
• System Hygiene: Create and update master data, configure new deals, and maintain the
client Purchase Order (PO) ledger in the CRM.
• Lifecycle Tracking: Dynamically update deal records, contract rates, data feeds, pricing
scenarios, and milestones (including UAT sign-off and Go-Live timelines).
• Pipeline Audit: Conduct regular reviews of customer records to ensure the CRM reflects
real-time ARR (Annual Recurring Revenue) and MRR (Monthly Recurring Revenue)
metrics.
• Manage and Update renewals in the CRM in a timely manner
Monthly Billing Operations
• Data Compilation: Extract, validate, and compile monthly customer
usage/consumption metrics for precise invoice preparation.
• Cross-Department Alignment: Coordinate seamlessly with Finance and
Accounts to deliver accurate billing inputs within strict monthly cut-offs.
• Workflow Automation: Build, scale, and manage automated email
communications using AI-assisted tools and digital outreach templates.
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Analytics, MIS & Reporting
• Data Alignment: Perform routine cross-checks between legal contract terms, POs, and
CRM data to ensure absolute data alignment.
• Populate monthly utilisation data and update invoice records in the MIS
• Dashboard Management: Build and maintain weekly/monthly sales trackers,
renewal pipelines, and contract aging sheets for leadership visibility.
• Extract, organise, and analyse reports from the CRM; classify and summarise data for
management reporting
• Prepare and share MIS dashboards and monthly reports with internal stakeholders,
highlighting key trends, etc.
• Insights Generation: Utilize AI tools, advanced spreadsheet functions to to
improve the speed, accuracy and synthesize raw CRM data into actionable
executive presentations.
• Support ad hoc data requests and management presentations with accurate, wellstructured data and analysis
Client Relationship & Renewals
 Proactive Engagement:
• Follow up proactively with clients, track subscription timelines to initiate renewal
conversations and secure client POs well ahead of expiration.
• Build and maintain positive, professional relationships with clients through timely and
responsive communication
• Act as a point of contact for client queries related to renewals, billing, and subscription
status, ensuring prompt resolution
• Identify, flag, and escalate high-risk or delayed account renewals to the Management.
Expansion Insights:
• Monitor customer usage patterns during the renewal window to spot and flag potential
upsell or cross-sell opportunities.
• Maintain an up-to-date renewals tracker and ensure all CRM renewal records are current
and accurate
Process Improvement, Automation & AI Integration
• Identify repetitive manual tasks in billing and data entry to propose smart workflow
automations.
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• Utilize AI productivity tools /assistants to draft crisp client communications, review and
maintain data hygiene, etc.
• Enhance Excel and Google Sheets trackers using advanced functions, macros, or scripts
to improve team operating efficiency.
• Map, update, and document standard operating procedures (SOPs), identify
process improvements to reduce service turnaround times.
Required Qualifications
• Graduate in Commerce, Business Administration, or a related field
• Advanced Proficiency in Microsoft Excel or Google Sheets, including data entry, LOOKUP,
pivot tables, etc.
• Working knowledge of CRM platforms and the ability to maintain accurate records and
navigate system workflows
• Basic familiarity with AI tools / assistants, for drafting communications, summarising data,
and improving task efficiency
• Strong attention to detail and accuracy in data management and record maintenance
• Good written and verbal communication skills for client follow-up and internal co-ordination
• Ability to manage multiple tasks, prioritise effectively, and meet deadlines
• Self-motivated with a proactive and digitally-aware approach to task ownership and
problem-solving
Preferred Qualifications
• Prior exposure to billing, subscription management, billing processes
• Experience working in a SaaS, Software, IT Product or technology company.
• Hands-on experience using AI tools in a professional context
• Familiarity with data visualisation or reporting tools