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 by
providing turnkey development as a service including 100% internal systems engineering. The
company 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 Diversity
At CIR, we are dedicated to nurturing a diverse and equitable workforce that truly reflects our
community. We deeply value each person’s unique perspective, skills, and experiences. CIR
embraces all individuals, regardless of race, religion, sexual orientation, gender identity, age, or
nationality. We are steadfast in our commitment to fostering a just and inclusive world through
intentional policies and actions. Your individuality enriches our collective strength, and we strive to
ensure everyone feels respected, valued, and empowered.

Position Summary
We are seeking a meticulous and tech-savvy individual to take on the combined role of Data Entry
Specialist, CRM Administrator, and Document Controller. The ideal candidate will manage and
maintain the CRM system, ensure data integrity, control document management processes, and
support team workflows. This role involves accurate data entry, managing CRM data, overseeing
document 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 to
ensure the CRM database‘s completeness.
 Customize and configure CRM settings, workflows, and fields to meet the needs of different
departments.
 Monitor CRM system performance, troubleshoot issues, and coordinate with vendors for
technical support as needed.
 Create and maintain documentation related to CRM processes, data standards, and user
guidelines.
 Generate and distribute reports to stakeholders, providing insights into data trends and
opportunities.
 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 with
other tools.
 Collaborate with cross-functional teams to optimize CRM workflows and support ongoing
projects.

Document Control:
 Define and maintain folder structures in SharePoint, ensuring proper organization for document
storage and retrieval.
 Automate folder management processes to enhance efficiency and streamline document
handling.
 Develop and maintain a document management system for organizing both digital and physical
documents.
 Define and implement file naming conventions and instruct the team on consistent usage for
easy document identification and access.
 Control document versions, ensuring changes are tracked accurately, with proper revision history
maintained.
 Ensure compliance with company policies and regulations regarding document retention and
confidentiality.
 Provide support for project documentation, including reviewing, approving, and archiving
documents 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 field
Technical Skills and Experience

Software Proficiency:
 Proven experience in data entry, CRM administration, and document control, preferably
with 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, and
version 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, and
compliance 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 concept
to conclusion.
 Technical understanding of clean energy business processes
 Exceptional verbal and writing communication skills with superiors, peers, partners, and
other stakeholders.
 Excellent interpersonal skills while managing multiple priorities in a fast-paced and everchanging
environment.

Physical Demands
The 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 Conditions
The work environment is usually quiet (normal city traffic noises are common), a blend of artificial
and natural light, temperate and generally supports a collaborative work environment. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.

Equal Opportunity Employer
At Cleantech Industry Resources, we embrace diversity and uphold a strong dedication to
establishing an all-encompassing atmosphere for both our staff and associates. Our choices in
employment are free from any bias related to race, creed, nationality, ethnicity, gender, sexual
orientation, 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 a
realm of professional possibilities within a culture that nurtures teamwork, adaptability, and the
embracing of all.