Mis Coordinator

2 weeks ago


Chandigarh Chandigarh, India Gleuhr Full time

To ensure accurate CRM data discipline, generate timely MIS reports across departments, and provide business insights for better decision-making and performance tracking.

Key Responsibilities

1. CRM Compliance & Process Monitoring
- Audit daily entries in CRM (Airtable / Kylas / etc.) to ensure all SOPs are being followed.
- Track lead status updates, follow-ups, appointment confirmation, sales closure entries, and doctor recommendations.
- Identify errors or missing data and follow up with respective team members for corrections.

2. MIS & Reporting
- Generate Daily / Weekly / Monthly reports for:

- Clinic Appointments & Follow-up Status
- Conversion Rate by Advisor / TL / Clinic
- Product vs Service Sales
- Marketing Funnel - Lead Source vs Output vs Cost
- Doctor-wise / Branch-wise Revenue & Upsell Performance
- Customize reports and share with concerned departments (Sales / Marketing / Finance / HR).

3. Business Analysis
- Highlight patterns, gaps, leakages or underperformance through reports.
- Provide actionable recommendations backed by numbers.
- Work closely with management to plan improvements based on data trends.

4. Coordination & Automation Support (If Skilled)
- Liaise with CRM / Automation vendors or internal tech team to update dashboards and trackers.
- Maintain central data health score of CRM.

Required Skills & Qualifications
- Experience with CRM Tools (Airtable / Zoho / HubSpot / Kylas etc.)
- Strong Excel / Google Sheets & Reporting skills
- Understanding of Sales / Operations processes preferred
- Analytical mindset — should not just compile data but interpret it

Personality Traits
- Process-oriented and discipline-focused
- Assertive in following up for accurate data entries
- Detail-oriented with high ownership attitude

KPIs (Success Metrics)
- 100% CRM Data Compliance Score (No Missing Entries)
- Timely Submission of Daily / Weekly Reports
- Insights leading to measurable improvement in Conversion % or Follow-up efficiency

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: In person


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