Job Description

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
Job Type: Full-time

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

Work Location: In person