Data Entry Specialist and CRM Administrator Role

4 days ago

Ahmedabad, Gujarat, India Cleantech Industry Resources Full time

Cleantech Industry Resources is accelerating the growth of the United States solar, battery storage, and EV markets by providing turnkey development as a service.

We are seeking a meticulous and tech-savvy individual to manage and maintain our 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.

Key Responsibilities:

  • 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 Responsibilities:

  • 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.

Required Skills and Qualifications:

  • Bachelor's degree in Business Administration, Information Management, or a related field.
  • 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.

Salary: $60,000 - $80,000 per year, depending on experience.

Location: Ahmedabad.

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