Associate Commercial Analyst | Mumbai

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

Remote Work :

No

Employment Type :

Full-time