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 Share Point, 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, Share Point, or equivalent  Strong attention to detail and accuracy in data management and document handling.

 Familiarity with CRM customization, document management software, Share Point, 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 Share Point 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.