Company Description
About Our Company
-
TSS Consultancy is a rapidly growing product-based company dedicated to delivering comprehensive solutions tailored to the unique needs of Fintech and Regtech organizations. Our mission is to fight financial crime through innovation and expertise. With a keen understanding of the market, we have developed cutting-edge products that set us apart in the industry.
-
Our commitment to excellence has earned us the trust and partnership of some of the most prestigious institutions. We proudly serve 9 out of the top 10 brokers, 4 out of the top 5 private sector banks, and 3 out of the top 4 exchanges. Our client portfolio extends further, including leading financial institutions and regulatory bodies, reinforcing our reputation as a reliable and forward-thinking partner.
-
We have our vibrant offices in the cities of Mumbai, Rajkot and Gandhinagar. In our growing presence we currently have our clients across India, South Africa and USA.
For more information : www.trackwizz.com
Job Description
CRM & Deal Management
- System Hygiene: Create and update master data, configure new deals, and maintain the
client Purchase Order (PO) ledger in the CRM.
- Lifecycle Tracking: Dynamically update deal records, contract rates, data feeds, pricing
scenarios, and milestones (including UAT sign-off and Go-Live timelines).
- Pipeline Audit: Conduct regular reviews of customer records to ensure the CRM reflects
real-time ARR (Annual Recurring Revenue) and MRR (Monthly Recurring Revenue)
metrics.
- Manage and Update renewals in the CRM in a timely manner
Monthly Billing Operations
- Data Compilation: Extract, validate, and compile monthly customer
usage/consumption metrics for precise invoice preparation.
- Cross-Department Alignment: Coordinate seamlessly with Finance and
Accounts to deliver accurate billing inputs within strict monthly cut-offs.
- Workflow Automation: Build, scale, and manage automated email
communications using AI-assisted tools and digital outreach templates.
Analytics, MIS & Reporting
- Data Alignment: Perform routine cross-checks between legal contract terms, POs, and
CRM data to ensure absolute data alignment.
- Populate monthly utilisation data and update invoice records in the MIS
- Dashboard Management: Build and maintain weekly/monthly sales trackers,
renewal pipelines, and contract aging sheets for leadership visibility.
- Extract, organise, and analyse reports from the CRM; classify and summarise data for
management reporting
- Prepare and share MIS dashboards and monthly reports with internal stakeholders,
highlighting key trends, etc.
- Insights Generation: Utilize AI tools, advanced spreadsheet functions to to
improve the speed, accuracy and synthesize raw CRM data into actionable
executive presentations.
Support ad hoc data requests and management presentations with accurate, well-
structured data and analysis
Client Relationship & Renewals
Proactive Engagement:
- Follow up proactively with clients, track subscription timelines to initiate renewal
conversations and secure client POs well ahead of expiration.
- Build and maintain positive, professional relationships with clients through timely and
responsive communication
- Act as a point of contact for client queries related to renewals, billing, and subscription
status, ensuring prompt resolution
- Identify, flag, and escalate high-risk or delayed account renewals to the Management.
Expansion Insights:
- Monitor customer usage patterns during the renewal window to spot and flag potential
upsell or cross-sell opportunities.
- Maintain an up-to-date renewals tracker and ensure all CRM renewal records are current
and accurate
Process Improvement, Automation & AI Integration
- Identify repetitive manual tasks in billing and data entry to propose smart workflow automations.
- Utilize AI productivity tools /assistants to draft crisp client communications, review and
maintain data hygiene, etc.
- Enhance Excel and Google Sheets trackers using advanced functions, macros, or scripts
to improve team operating efficiency.
- Map, update, and document standard operating procedures (SOPs), identify
process improvements to reduce service turnaround times.
Qualifications
Graduate in Commerce, Business Administration, or a related field- Advanced Proficiency in Microsoft Excel or Google Sheets, including data entry, LOOKUP,
pivot tables, etc.
- Working knowledge of CRM platforms and the ability to maintain accurate records and
navigate system workflows
- Basic familiarity with AI tools / assistants, for drafting communications, summarising data,
and improving task efficiency
- Strong attention to detail and accuracy in data management and record maintenance
- Good written and verbal communication skills for client follow-up and internal co-ordination
- Ability to manage multiple tasks, prioritise effectively, and meet deadlines
- Self-motivated with a proactive and digitally-aware approach to task ownership and
problem-solving
Additional Information
Prior exposure to billing, subscription management, billing processes- Experience working in a SaaS, Software, IT Product or technology company.
- Hands-on experience using AI tools in a professional context
- Familiarity with data visualisation or reporting tools
