Cleantech Industry Resources | DATA ENTRY SPECIALIST

DATA ENTRY SPECIALIST / CRM ADMINISTRATOR / DOCUMENT CONTROLLER

Who We Are?Cleantech Industry Resources accelerates United States solar, battery storage and EV projects byproviding turnkey development as a service including 100% internal systems engineering. Thecompany deploys a leading team that spun out of the largest solar power producer in the world. This team operates within a sophisticated suite of software to support projects from land origination, through to commercial operation.

Location of Position: Ahmedabad

What We Offer Opportunity to join a top-notch, collaborative team of professionals Fantastic team environment and collaborative culture Professional development opportunities to grow into an industry leader Medical Insurance for the employee and family Spot Recognition bonus for exceptional performance Long Term Incentive policy Regular team outings, events, and activities to foster a positive work environment

Our Commitment to DiversityAt CIR, we are dedicated to nurturing a diverse and equitable workforce that truly reflects ourcommunity. We deeply value each person’s unique perspective, skills, and experiences. CIRembraces all individuals, regardless of race, religion, sexual orientation, gender identity, age, ornationality. We are steadfast in our commitment to fostering a just and inclusive world throughintentional policies and actions. Your individuality enriches our collective strength, and we strive toensure everyone feels respected, valued, and empowered.

Position SummaryWe are seeking a meticulous and tech-savvy individual to take on the combined role of Data EntrySpecialist, CRM Administrator, and Document Controller. The ideal candidate will manage andmaintain the CRM system, ensure data integrity, control document management processes, andsupport team workflows. This role involves accurate data entry, managing CRM data, overseeingdocument control, troubleshooting system issues, and providing insights through reports.

Core Responsibilities

CRM Management: Perform accurate data entry and regular updates of customer information, project information,and other records in the CRM. Maintain data accuracy by performing routine data cleaning, deduplication, and validation toensure the CRM database's completeness. Customize and configure CRM settings, workflows, and fields to meet the needs of differentdepartments. Monitor CRM system performance, troubleshoot issues, and coordinate with vendors fortechnical support as needed. Create and maintain documentation related to CRM processes, data standards, and userguidelines. Generate and distribute reports to stakeholders, providing insights into data trends andopportunities. Train new users on CRM best practices, system functionalities, and data entry standards. Implement and manage data import/export procedures for bulk updates and integrations withother tools. Collaborate with cross-functional teams to optimize CRM workflows and support ongoingprojects.

Document Control: Define and maintain folder structures in SharePoint, ensuring proper organization for documentstorage and retrieval. Automate folder management processes to enhance efficiency and streamline documenthandling. Develop and maintain a document management system for organizing both digital and physicaldocuments. Define and implement file naming conventions and instruct the team on consistent usage foreasy document identification and access. Control document versions, ensuring changes are tracked accurately, with proper revision historymaintained. Ensure compliance with company policies and regulations regarding document retention andconfidentiality. Provide support for project documentation, including reviewing, approving, and archivingdocuments as required. Assist in auditing document control procedures and implementing improvements as needed.

Education Requirements Bachelor’s degree in Business Administration, Information Management, or a related fieldTechnical Skills and Experience

Software Proficiency: Proven experience in data entry, CRM administration, and document control, preferablywith systems like Salesforce, Monday.com, Quickbase, Procore, SharePoint, or equivalent Strong attention to detail and accuracy in data management and document handling. Familiarity with CRM customization, document management software, SharePoint, andversion control practices. Basic understanding of data analysis and reporting tools. Excellent organizational and multitasking skills. Strong communication skills, with the ability to train and support users at all levels. Technical troubleshooting skills and experience with data import/export processes.

Preferred Skills: Experience with automation tools for document management and workflow optimization. Knowledge of data governance practices, document retention requirements, andcompliance standards. Proficiency in SharePoint and other document management systems. Understanding of sales, customer service, or project management workflows. Ability to develop training materials and conduct training sessions for staff.

Experience: 0-3 years of experience, preferably with a focus on solar or renewable energy projects.

Psychosocial Skills /Human Skills/Behavioural Skills Strong analytical, organizational, and problem-solving skills. Management experience a plus. Entrepreneurial mindset with the ability to take ideas and run with them from conceptto conclusion. Technical understanding of clean energy business processes Exceptional verbal and writing communication skills with superiors, peers, partners, andother stakeholders. Excellent interpersonal skills while managing multiple priorities in a fast-paced and everchangingenvironment.

Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The physical demands of this job require an individual to be able to work at a computer for most of the day, be able to participate in conference calls and travel to team retreats on a time-to-time basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work ConditionsThe work environment is usually quiet (normal city traffic noises are common), a blend of artificialand natural light, temperate and generally supports a collaborative work environment. Reasonableaccommodations may be made to enable individuals with disabilities to perform the essentialfunctions.

Equal Opportunity EmployerAt Cleantech Industry Resources, we embrace diversity and uphold a strong dedication toestablishing an all-encompassing atmosphere for both our staff and associates. Our choices inemployment are free from any bias related to race, creed, nationality, ethnicity, gender, sexualorientation, gender identity, gender expression, age, physical limitations, veteran status, or any other legally safeguarded attributes.Being an integral part of Cleantech Industry Resources means you can expect to be immersed in arealm of professional possibilities within a culture that nurtures teamwork, adaptability, and theembracing of all.

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