MIS Coordinator

2 days ago


Chandigarh, Chandigarh, India Gleuhr Full time ₹ 3,15,000 - ₹ 4,20,000 per year

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

  2. Audit daily entries in CRM (Airtable / Kylas / etc.) to ensure all SOPs are being followed.

  3. Track lead status updates, follow-ups, appointment confirmation, sales closure entries, and doctor recommendations.
  4. Identify errors or missing data and follow up with respective team members for corrections.

  5. MIS & Reporting

  6. Generate Daily / Weekly / Monthly reports for:

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

  13. Business Analysis

  14. Highlight patterns, gaps, leakages or underperformance through reports.

  15. Provide actionable recommendations backed by numbers.
  16. Work closely with management to plan improvements based on data trends.

  17. Coordination & Automation Support (If Skilled)

  18. Liaise with CRM / Automation vendors or internal tech team to update dashboards and trackers.

  19. 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

Job Type: Full-time

Pay: ₹25, ₹35,000.00 per month

Work Location: In person


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