CRM Executive

2 weeks ago

Pune Maharashtra, India LINEA DESIGNS PVT LTD Full time

**Job Title**: MIS & Task Management Executive - Office of the Director

**Location**: Pune

**Department**: Operation Support

**Reporting To**: Director / Senior Leadership

**Employment Type**: Full-time

**Job Summary**:
**Key Responsibilities**:

- Collect, consolidate, and validate data from various departments for daily, weekly, and monthly MIS reports.
- Track progress of key initiatives and provide status reports to the Director with actionable insights and flags.
- Assist the Director in monitoring organizational KPIs, team performance, and project milestones.
- Coordinate follow-ups and ensure accountability across teams for assigned tasks and deliverables.
- Maintain dashboards and trackers for key functional areas (e.g., operations, sales, finance, HR, etc.).
- Support data-backed decision-making by preparing analytical summaries, charts, and executive presentations.
- Organize internal meetings, prepare minutes of meetings (MoMs), and ensure closure of action items.
- Maintain confidentiality and manage sensitive data with discretion and professionalism.
- Proactively identify process gaps and suggest improvements in data management and task tracking systems.

**Requirements**:

- Bachelor’s degree in Business Administration, IT, Statistics, or a related field.
- 2-5 years of experience in MIS reporting, data analytics, or executive coordination roles.
- Strong proficiency in Excel (including Pivot Tables, VLOOKUP, dashboards), task management software, and reporting tools.
- Excellent analytical, coordination, and time management skills.
- High level of accountability, ownership, and attention to detail.
- Clear and effective communicator—both verbal and written.
- Ability to manage multiple priorities and deadlines simultaneously.

**Preferred Skills**:

- Experience with BI tools like Power BI, Google Data Studio, or Tableau.
- Familiarity with CRM systems and how they integrate into business operations.
- Exposure to working with senior management or C-suite executives.
- Basic understanding of business functions like sales, HR, operations, and finance.

**Job Types**: Full-time, Permanent

Pay: ₹35,000.00 - ₹40,000.00 per month

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)

Work Location: In person

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