EXECUTIVE - BACKEND COORDINATOR

Job Summary

We are looking for a detail-oriented and organized CRM Coordinator to manage customer/vendor-related coordination, documentation, CRM updates, MIS reporting, claims, and commercial support activities. The role requires strong follow-up skills, good Excel knowledge, and the ability to coordinate effectively with internal teams, vendors, customers, and OEMs.

Key Responsibilities

1. CRM & Data Management

• Maintain and update customer, vendor, and opportunity-related information in the CRM system.
• Ensure accuracy and completeness of CRM data.
• Track enquiries, opportunities, activities, follow-ups, and status updates.
• Generate basic CRM reports and provide regular updates to the concerned teams.
• Ensure timely updating and closure of assigned CRM activities.

2. Claims Management

• Coordinate and track various vendor/OEM claims from initiation to closure.
• Collect required documents and information for claim submissions.
• Maintain claim trackers and ensure timely submission of claims.
• Follow up with internal teams, vendors, and OEMs on pending claims.
• Monitor claim status and maintain proper supporting records.

3. NDA & SLA Coordination

• Coordinate with internal teams, vendors, and customers for NDA documentation and execution.
• Maintain records of NDAs, agreements, and related documents.
• Track SLA activities, expiry dates, and renewals.
• Follow up with stakeholders for pending approvals and documentation.

4. Vendor Registration

• Coordinate the complete vendor registration process.
• Collect and verify GST, PAN, bank details, company registration documents, and other required documents.
• Coordinate with vendors and internal teams for missing information.
• Maintain an updated vendor database and registration tracker.

5. Incentive Calculation & Coordination

• Collect data required for monthly/quarterly incentive calculations.
• Prepare incentive calculations using Excel.
• Verify data and coordinate with concerned teams for discrepancies.
• Maintain incentive records and supporting documents.
• Follow up for approvals and closure of incentive-related activities.

6. Vendor / Customer / OEM Coordination

• Coordinate with vendors, customers, OEMs, and internal teams for day-to-day requirements.
• Share required information and documentation with stakeholders.
• Follow up on pending actions, approvals, claims, registrations, and payments.
• Ensure timely communication and closure of assigned activities.

7. MIS & Excel Management

• Maintain daily, weekly, and monthly trackers and MIS reports.
• Update and maintain data accurately in Excel and CRM.
• Prepare basic reports, summaries, and status updates.
• Perform data validation, filtering, sorting, and basic calculations.
• Maintain proper documentation and records.

8. Tally & Basic Accounts Support

• Perform basic data entry and record maintenance in Tally.
• Support basic invoice and accounting-related activities.
• Maintain commercial and transaction-related records as required.

Required Skills & Qualifications

• Graduate in B.Com, BBA, or any relevant field.
• Good knowledge of MS Excel, including formulas, filters, sorting, VLOOKUP/XLOOKUP, and Pivot Tables.
• Basic knowledge of CRM systems and data management.
• Basic knowledge of Tally and accounting concepts.
• Understanding of invoices, claims, commercial processes, and documentation.
• Good written and verbal communication skills.
• Strong follow-up, coordination, and stakeholder management skills.
• High attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Good documentation and record-keeping skills.
• Willingness to learn and work with different internal and external stakeholders.

Preferred Experience

• 1–3 years of experience in CRM coordination, sales coordination, commercial operations, vendor coordination, MIS, or a similar role.
• Experience working with vendors, customers, OEMs, or internal commercial/sales teams will be an advantage.

Key Competencies

• CRM & Data Management
• Vendor Coordination
• Customer Coordination
• Claims & Commercial Coordination
• MIS Reporting
• Advanced Excel
• Documentation & Record Keeping
• Follow-up & Stakeholder Management
• Attention to Detail
• Time Management