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.
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.
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.
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.
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
