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. • 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 • 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