CRM -Back Office Specialist

Job Summary

We are seeking an experienced Back Office Operations Executive to support day-to-day business operations, CRM management, MIS reporting, and client coordination for our Facility Services business. The role requires a highly organized professional with strong Excel skills, experience handling B2B clients, and the ability to manage operational data, reports, and internal coordination efficiently.

Key Responsibilities

• Manage and maintain CRM records, customer databases, and operational information.
• Handle back-office operational activities, documentation, and process coordination.
• Prepare and maintain daily, weekly, and monthly MIS reports.
• Generate business reports, dashboards, and performance trackers using Excel.
• Coordinate with Sales, Operations, HR, and Finance teams for smooth business operations.
• Track client contracts, service requests, invoices, and operational updates.
• Ensure data accuracy, timely reporting, and proper record management.
• Support management with data analysis and operational insights.
• Maintain CRM hygiene and ensure all customer and operational information is updated regularly.
• Assist in process improvement initiatives and operational compliance.

Required Skills & Experience

• Graduate in any discipline.

• Minimum 5 years of experience in Back Office Operations, CRM Management, MIS Reporting, or Sales Coordination.

• Experience working with B2B clients, preferably in the Facility Services / Facility Management industry.

• Strong proficiency in MS Excel, including:

• Pivot Tables

• VLOOKUP/XLOOKUP

• Advanced Formulas

• Data Analysis

• MIS & Dashboard Preparation

• Working knowledge of CRM systems.

• Strong analytical, coordination, and organizational skills.

• Good communication and stakeholder management abilities.

Preferred Candidate Profile

• Experience in handling operational reporting and business support functions.
• Ability to manage large volumes of data with high accuracy.
• Self-driven, detail-oriented, and capable of working in a fast-paced environment.