Job Description

Function/Group:

TallyCapital

Experience:

1-4 Years

Location:

India

About Tally

The pioneers of software product industry in India, we are a technology and innovation led company simplifying the lives of small and medium businesses over the last three decades. With our cutting-edge technology, we have had the privilege to reach over 2.5 million business globally and cater to more than 7 million users in over 100 countries. We are passionate about the SMEs' growth and aim to deliver the best for their business through our product innovation and excellence. Our teams develop some of the most ingenious solutions that suit the unique requirements of millions of businesses across the globe. With a market share of 75% in India, we have a strong foothold in the Middle East and are also serving customers in SAARC & APAC, Africa, and North America. Our robust network of 28000+ partners help us deliver unmatched customer experience in sales, support, and services globally.

With a sole purpose of Making Everyone Who Touches Tally, Happier, we aim to be the technology fabric that drives the economic growth of the world, by 2030.

Culture & Values

Over the years, we have nurtured a value-based culture that let individuals follow their lead and support them in their growth journey with us. We value honesty and integrity, prioritize a people-first culture, pursue excellence, and drive impactful innovation with simplicity.

Our vision at Tally is to ensure that all employees get access to equal opportunities, with decisions grounded on performance, merit, competence, and potential. We are dedicated to fairness and transparency in our policies. By fostering diversity and equality, we strive to eliminate all forms of discrimination. We are committed to an inclusive leadership where our leaders ensure that our people are empowered to be at their best, professionally, and personally. We take great pride in our work culture which has helped become a proud member of the elite Kincentric Best Employers Club!

TallyCapital

TallyCapital function aims to address the working capital needs of MSMEs. With Tally's legacy of serving over 2.5 million clients and empowering countless MSME businesses with financial management solutions, we recognize the immense potential and the challenges faced by these enterprises. Our business loans platform leverages cutting-edge technology to streamline the lending process, providing MSMEs with quick and hassle-free access to flexible financing options. By seamlessly integrating with our ERP software, businesses can easily assess their financial health, determine their eligibility for tailored working capital solutions and apply for a loan - all within a single platform. Our partner base adds a deep layer of relationship with the customers, which supplements the tech layer offering in the product. As the fintech and banking sectors undergo transformative innovations, Tally Capital is poised to bridge the financing gap that currently affects 65-70% of MSMEs, offering a multi-decadal opportunity for growth and impact.

We believe in

Empower

: Enable MSMEs with seamless access to flexible working capital, driving sustained growth and impact.

Bridge

: Mitigate the credit gap for MSMEs by integrating finance with tech, trust, and deep business understanding.

Enable

: Deliver tailored financial solutions within the Tally ecosystem to help MSMEs thrive.

What You Will Own

We are looking for a detail-oriented MIS Executive to manage daily, weekly, and monthly reports using Salesforce CRM and MS Excel. The role involves data extraction, report automation, dashboard preparation, and providing actionable insights to sales and management teams.

Experience You Should Bring

Proven experience in MIS, reporting, and sales analytics. Hands-on experience working with Salesforce CRM. Strong proficiency in MS Excel. Solid understanding of sales metrics, KPIs, and sales funnels. Prior experience in BFSI, Fintech, NBFC, or other sales-driven organizations is an added advantage. Exposure to dashboards and reporting tools such as Excel, Salesforce, Power BI, or similar platforms is preferred. Basic knowledge of SQL or automation tools would be an added advantage. High attention to detail with a strong focus on data accuracy. Strong analytical and problem-solving capabilities. Ability to work under pressure and consistently meet deadlines. Clear and effective communication and coordination skills.

What You Will Be Doing

MIS & Reporting

Prepare daily, weekly, and monthly MIS reports covering sales performance, pipeline status, conversions, disbursements, and productivity. Extract, compile, and validate data from Salesforce and other internal systems. Ensure high levels of accuracy, consistency, and timely delivery of all reports.

Salesforce (CRM)

Generate standard and custom reports from Salesforce. Maintain data hygiene (lead status, stages, duplicate checks). Support sales teams with pipeline, funnels and activity reports. Assist in dashboard creation and basic Salesforce admin support (reports, filters, fields).

Excel & Data Analysis

Use Excel functions such as: VLOOKUP / XLOOKUP, IF, SUMIFS, COUNTIFS, Pivot Tables & Charts. Automate recurring reports using templates. Perform variance analysis, trend tracking, and productivity analysis.

Stakeholder Coordination

Share MIS with sales heads, operations, and management. Address ad-hoc data requests from leadership. * Support audits and reviews with accurate data reports.