Lead - Information Process and System at FOUNDING YEARS LEARNING SOULUTIONS PRIVATE LIMITED · Bengaluru (Bangalore) · 3 - 5 years · ₹6L - ₹10L / yr · Posted 14 Oct 2026

Lead - Information Process and System
We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.
🔹 What We’re Looking For
• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce
• Minimum 3 years of practical Salesforce experience preferred
• Advanced proficiency in Microsoft Excel, including:
Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation
• Strong experience in MIS reporting, data validation, analysis and presentation of insights
• Proven experience creating and maintaining dashboards, KPI reports and management reports
• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions
• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts
• Strong analytical and problem-solving skills
• Excellent stakeholder management and communication skills
• Ability to work independently and convert data into actionable business insights
🔹 Key Responsibilities
• Manage and analyze data from Salesforce/CRM and other business systems
• Develop and maintain MIS reports, dashboards and KPI trackers
• Ensure data accuracy, validation and consistency across reports
• Analyze business data and identify trends, gaps and opportunities
• Translate business requirements into meaningful reports and dashboards
• Work closely with business and functional stakeholders to understand reporting requirements
• Support management with timely and accurate business insights and performance reports
• Identify opportunities to improve reporting processes through Excel, Power Query and automation
• Support CRM-related reporting and process improvements
🎯 Ideal Candidate
Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

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Job Title: Senior Data Analyst
Location: Sharnam Metrolinks, Amraiwadi, Ahmedabad
Working Days: 6 Days a Week
Department: MDO
Reporting To: COO
Employment Type: Full-Time
Job Summary
We are seeking a highly analytical and detail-oriented Senior Data Analyst to lead data management, reporting, automation, and system development initiatives across the organization.
The role focuses on transforming raw data into meaningful insights, designing and implementing automated systems, strengthening data structures, and supporting cross-functional teams with accurate, actionable intelligence to drive strategic and operational business decisions.
Key Responsibilities
1. Data Management & Reporting
● Collect, clean, validate, and consolidate data from multiple internal and external sources.
● Prepare and deliver daily, weekly, and monthly MIS reports for management and departments.
● Design, develop, and maintain dashboards to track KPIs, performance metrics, and operational trends.
2. Database & Data Accuracy Management
● Manage and regularly update internal databases, spreadsheets, and reporting systems.
● Ensure data accuracy, consistency, integrity, and confidentiality across all platforms.
● Implement best practices for data validation, version control, and audit checks.
3. Data Analysis & Business Insights
● Analyze large and complex datasets to identify trends, patterns, gaps, and anomalies.
● Translate data findings into clear, actionable insights and recommendations to support
strategic and operational decision-making.
4. Reporting Automation, System Recommendation & Implementation
● Identify opportunities to replace manual or semi-manual processes with automated, data-driven systems.
● Design and implement automated reporting frameworks, dashboards, and data pipelines using Excel (Power Query, VBA, Macros), SQL, BI tools, and Python.
● Proactively suggest new automation tools, system enhancements, or integrations to
improve efficiency, accuracy, and scalability.
● Lead the end-to-end implementation of approved automation initiatives, including requirement gathering, system design, testing, deployment, and stabilization.
● Continuously monitor and optimize automated systems in line with business growth and evolving data needs.
5. Cross-Functional Coordination & Support
● Collaborate with Sales, HR, Finance, Operations, and other departments to understand
reporting and data requirements.
● Provide support for ad-hoc analysis, custom reports, and special data requests.
● Act as a data partner to department heads for decision support and performance tracking.
6. Documentation & Compliance
● Maintain complete and updated documentation for MIS processes, reports, data models,
automation logic, and system changes.
● Ensure compliance with company data governance policies and applicable data protection standards.
System Development & Data Structuring Responsibilities
● Study and understand departmental workflows to evaluate how data is generated, processed, and utilized.
● Review existing manual and digital data systems to identify operational gaps, risks, and
mprovement opportunities.
● Recommend structured data models, reporting formats, and storage solutions aligned with
business requirements.
● Coordinate with department heads to define data structures, access levels, and reporting
standards.
● Implement new or upgraded data systems (Excel-based models, cloud platforms, ERP
integrations) with minimal operational disruption.
● Design structured data formats and role-based access controls to ensure secure and
organized data management.
● Train employees on newly implemented systems and provide post-implementation
support.
● Monitor system performance, resolve issues, and continuously improve systems based on
user feedback and organizational growth.
Qualifications & Experience
● Bachelor’s degree in Commerce, Statistics, Computer Applications, or a related field.
● 3–5 years of experience in data analytics, reporting, or system automation roles.
● Strong analytical thinking, logical reasoning, and problem-solving abilities.
● High attention to detail with excellent organizational and documentation skills.
Technical Skills (Must Have)
● Advanced Excel: Power Query, Power Pivot, VBA basics, Macros, Charts
● BI Tools: Power BI or Tableau (DAX, data modeling, dashboard optimization)
● Google Apps Script: Automation in Google Sheets, custom functions, triggers, API integrations, workflow optimization
● Vlook
Preferred Skills
● Strong verbal and written communication skills
● Ability to handle sensitive and confidential information responsibly
● Quick learner with a tech-savvy, improvement-driven, and solution-oriented mindset
Job Title: MIS Operations Executive
Location: Mumbai, Maharashtra
Industry: Insurance
Experience Required: 1 -5 Years
Job Summary:
We are seeking a detail-oriented and analytical MIS Operations Executive to support data management, reporting, and operational efficiency within our insurance business. The ideal candidate will be responsible for generating accurate reports, maintaining databases, and assisting in decision-making through data insights.
Key Responsibilities:
- Prepare daily, weekly, and monthly MIS reports related to sales, operations, and performance metrics
- Collect, analyze, and validate data from multiple sources to ensure accuracy and consistency
- Maintain and update databases, dashboards, and reporting systems
- Support business teams with ad hoc data requests and analysis
- Identify trends, discrepancies, and areas for improvement in operational processes
- Ensure timely submission of reports to management
- Coordinate with cross-functional teams (sales, underwriting, claims) for data requirements
- Assist in automation of reports using Excel or MIS tools
Key Skills Required:
- Strong proficiency in MS Excel (Pivot Tables, VLOOKUP, formulas)
- Basic knowledge of MIS reporting and data analysis
- Good analytical and problem-solving skills
- Attention to detail and accuracy
- Ability to manage deadlines and multitask
- Good communication and coordination skills
Preferred Qualifications:
- Bachelor’s degree in Commerce, Business Administration, or related field
- Familiarity with insurance processes (policies, claims, underwriting) is a plus
- Knowledge of tools like Power BI, SQL, or advanced Excel will be an advantage
Salary: As per industry standards
Working Hours: Full-time
Career Growth: Opportunity to grow into senior MIS roles, data analytics, or operations management within the insurance domain

Experience: 7–10+ years | Industry Preference: Financial Services / BFSI
Role Overview
We are seeking a Senior Reporting Analyst / Business Intelligence Lead to own and drive
enterprise reporting, analytics, and data insights across the organization. This is a senior,
hands-on role requiring deep technical expertise across the Microsoft data and BI stack,
strong business acumen, and the ability to operate with minimal hand-holding. The ideal
candidate will act as a bridge between business leadership and technical teams, translating
complex business questions into scalable, reliable data models and executive-ready insights.
Key Responsibilities
Serve as the primary owner of enterprise reporting and BI solutions, from data
ingestion through executive dashboards.
Design, build, and maintain scalable Power BI / Microsoft Fabric semantic models using
STAR schema best practices.
Partner closely with business stakeholders and C-level executives to define KPIs,
metrics, and reporting requirements.
Lead and present weekly reporting and insights sessions with senior and executive
leadership.
Ensure data accuracy, consistency, and trust across all reports and analytics outputs.
Proactively identify data quality issues, root causes, and remediation strategies.
Drive automation of reporting, alerts, and data refresh processes to reduce manual
effort.
Collaborate with engineering, data, and application teams to align business logic with
source system data structures.
Mentor junior analysts and establish BI standards, best practices, and documentation.
Technical Skills – Data & Backend
Advanced SQL: complex queries, views, stored procedures, and validation against
source systems (RDN, Recovery Connect).
Azure Data Factory: build and manage copy pipelines from SQL sources to data
warehouses / dedicated pools.
Incremental refresh, parameterized pipelines, and schema replication.
Data warehouse design: STAR schema, fact vs dimension tables, handling deleted
records and SCDs.
Technical Skills – Reporting & Frontend
Power BI / Microsoft Fabric: Power Query, DAX, and M language expertise.
Semantic model design (1-to-many, 1-to-1, many-to-1 relationships).
Query folding and performance optimization best practices.
Paginated Report Builder (SSRS-style) for automated Excel and PDF reporting.
Power Automate integration for alerts and workflow-driven notifications.
Data Quality & Analytics
Ability to clean, normalize, and reconcile data across multiple systems.
Strong troubleshooting skills when business definitions and data do not align.
Translate business terminology into accurate technical mappings and calculations.
Communication & Leadership
Serve as a key liaison between business stakeholders and technical teams.
Comfortable working directly with C-level executives and senior leadership.
Ability to lead executive-level meetings and clearly communicate insights.
Self-starter mindset with minimal hand-holding.
Qualifications
7–10+ years of experience in BI, analytics, or enterprise reporting roles.
Preferred experience in financial services or regulated environments.
Strong experience across the Microsoft BI ecosystem.
Preferred Certifications
Microsoft PL-300 (Power BI Data Analyst)
Microsoft DP-600 (Fabric Analytics Engineer)
Microsoft DP-700 (Fabric Data Engineer)
What Success Looks Like
Executive leadership trusts and relies on BI dashboards for decisions.
Reporting is automated, accurate, and scalable.
BI functions as a strategic partner to the business.
About the Role
Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth.
Responsibilities
- Support business operations using tech tools (Excel, CRM, dashboards)
- Analyze data and generate insights for decision-making
- Assist in automation workflows and process improvements
- Coordinate between tech and business teams
- Help in implementing digital solutions and tools
Skills Required
- Basic knowledge of Excel / Google Sheets
- Good analytical and problem-solving skills
- Understanding of business processes
- Interest in technology and automation
Details
- Duration: 3–6 months
- Mode: Remote
- Certificate + PPO based on performance
Job Summary
We are looking for an experienced professional with strong expertise in Power BI, Power Apps, Power Automate, Excel, data analysis, and executive reporting. The candidate will be responsible for developing interactive dashboards, automating business processes, analyzing data, and preparing management reports to support business decision-making.
Key Responsibilities
- Develop, maintain, and enhance interactive dashboards and reports using Power BI.
- Build Power Apps solutions to improve business processes and user productivity.
Required Technical Skills
- Power BI: Dashboard development, report creation, data modeling, and visualization.
- Power Apps: Canvas apps, forms, and business application development.
- Power Automate: Workflow automation, approvals, notifications, and process automation.
- Microsoft Excel: Advanced formulas, PivotTables, lookups, data cleaning, and analysis.
- Data Analysis: Data interpretation, trend analysis, KPI tracking, and business insights.
- Executive Reporting: Management dashboards, performance reports, and KPI presentations.
- DAX & Power Query: Data transformation, calculations, and report optimization.
Preferred Skills
- Experience integrating multiple data sources.
- Knowledge of Microsoft 365 and SharePoint.
- Understanding of business intelligence and reporting best practices.
- Strong analytical, problem-solving, and communication skills.
- Ability to interact with business stakeholders and senior management.
Experience and Qualification
- Minimum 5+ years of relevant experience in BI, data analytics, reporting, or Microsoft Power Platform.
- Hands-on experience with Power BI, Power Apps, Power Automate, and Excel.
Role Overview
We are seeking a Senior Reporting Analyst / Business Intelligence Lead to own and drive enterprise reporting, analytics, and data insights across the organization. This is a senior, hands-on role requiring deep technical expertise across the Microsoft data and BI stack, strong business acumen, and the ability to operate with minimal hand-holding. The ideal candidate will act as a bridge between business leadership and technical teams, translating complex business questions into scalable, reliable data models and executive-ready insights.
Key Responsibilities
· Serve as the primary owner of enterprise reporting and BI solutions, from data ingestion through executive dashboards.
· Design, build, and maintain scalable Power BI / Microsoft Fabric semantic models using STAR schema best practices.
· Partner closely with business stakeholders and C-level executives to define KPIs, metrics, and reporting requirements.
· Lead and present weekly reporting and insights sessions with senior and executive leadership.
· Ensure data accuracy, consistency, and trust across all reports and analytics outputs.
· Proactively identify data quality issues, root causes, and remediation strategies.
· Drive automation of reporting, alerts, and data refresh processes to reduce manual effort.
· Collaborate with engineering, data, and application teams to align business logic with source system data structures.
· Mentor junior analysts and establish BI standards, best practices, and documentation.
Technical Skills – Data & Backend
· Advanced SQL: complex queries, views, stored procedures, and validation against source systems (RDN, Recovery Connect).
· Azure Data Factory: build and manage copy pipelines from SQL sources to data warehouses / dedicated pools.
· Incremental refresh, parameterized pipelines, and schema replication.
· Data warehouse design: STAR schema, fact vs dimension tables, handling deleted records and SCDs.
Technical Skills – Reporting & Frontend
· Power BI / Microsoft Fabric: Power Query, DAX, and M language expertise.
· Semantic model design (1-to-many, 1-to-1, many-to-1 relationships).
· Query folding and performance optimization best practices.
· Paginated Report Builder (SSRS-style) for automated Excel and PDF reporting.
· Power Automate integration for alerts and workflow-driven notifications.
Data Quality & Analytics
· Ability to clean, normalize, and reconcile data across multiple systems.
· Strong troubleshooting skills when business definitions and data do not align.
· Translate business terminology into accurate technical mappings and calculations.
Communication & Leadership
· Serve as a key liaison between business stakeholders and technical teams.
· Comfortable working directly with C-level executives and senior leadership.
· Ability to lead executive-level meetings and clearly communicate insights.
· Self-starter mindset with minimal hand-holding.
Qualifications
· 7–10+ years of experience in BI, analytics, or enterprise reporting roles.
· Preferred experience in financial services or regulated environments.
· Strong experience across the Microsoft BI ecosystem.
Preferred Certifications
· Microsoft PL-300 (Power BI Data Analyst)
· Microsoft DP-600 (Fabric Analytics Engineer)
· Microsoft DP-700 (Fabric Data Engineer)
What Success Looks Like
· Executive leadership trusts and relies on BI dashboards for decisions.
· Reporting is automated, accurate, and scalable.
· BI functions as a strategic partner to the business.
We are looking for a skilled Power BI / Power Platform Analyst with experience in data analysis, dashboard development, automation, and executive reporting. The ideal candidate should be proficient in Power BI, Power Apps, Power Automate, and advanced Excel to transform business data into actionable insights and improve operational efficiency.
Responsibilities
- Develop interactive dashboards and reports using Power BI to support business decision-making.
- Build and maintain applications using Microsoft Power Apps to streamline business processes.
- Design automated workflows using Power Automate to reduce manual tasks and improve efficiency.
- Perform data analysis, data validation, and data cleansing using Excel and other relevant tools.
- Prepare executive-level reports, KPI dashboards, and management presentations.
- Gather reporting requirements from stakeholders and translate business needs into analytical solutions.
- Integrate data from multiple sources and ensure data accuracy and consistency.
- Identify trends, performance gaps, and opportunities for process improvement.
Required Skills
- Strong experience in Power BI, Power Apps, and Power Automate.
- Advanced Excel skills, including PivotTables, lookup functions, and data analysis.
- Experience in dashboard development, KPI tracking, and executive reporting.
- Strong analytical, problem-solving, and data interpretation skills.
- Good communication and stakeholder management skills.
- Knowledge of SQL, DAX, Power Query, and data modelling is an added advantage.
About AbleCredit
Anyone can build an AI demo. Building AI systems that are reliable, observable, secure, and trusted by enterprise customers is an entirely different challenge.
At AbleCredit, we're building an execution platform that combines AI models, APIs, business rules, human decisions, and enterprise systems into production workflows. Every workflow needs to be fast, resilient, auditable, and easy to extend. We’re solving hard problems- come join us while we build this rocketship.
The company was founded in June 2023 by Utkarsh Apoorva (IIT Delhi, built Reshamandi, Guitarstreet, Edulabs); Harshad Saykhedkar (IITB, ex-AI Lead at Slack); and Ashwini Prabhu (IIML, co-founder of Mythiksha, ex-Product Head at Reshamandi, HandyTrain).
About the Role
AbleCredit is looking for a detail-oriented RevOps Analyst to help scale the systems, data, and processes that power our go-to-market engine. You will sit at the intersection of Sales, Customer Success, Marketing, and Product, ensuring that our CRM, pipeline data, and reporting infrastructure give leadership a single, reliable view of the revenue funnel — from first outreach to bank and NBFC clients, through to renewal and expansion.
This is a high-visibility role for someone who enjoys working with data, is comfortable navigating ambiguity in a fast-growing startup, and wants to build the operational backbone of a GenAI platform that serves India's lending ecosystem.
Key Responsibilities
• Own the day-to-day administration of HubSpot, including data hygiene, deduplication, field mapping, pipeline stage governance, and user access management.
• Consolidate, clean, and standardize data arriving as files from multiple sources (e.g., partner/lender exports, internal team trackers) and reconcile it with HubSpot to maintain a single source of truth.
• Build and maintain dashboards and reports that track pipeline health, conversion rates, sales cycle length, forecast accuracy, and revenue against targets for the leadership and GTM teams.
• Partner with Sales and Customer Success leaders to support territory planning, account segmentation, quota tracking, and pipeline reviews for AbleCredit's bank and NBFC customers.
• Document and continuously improve lead-to-cash processes — lead routing, lead scoring, deal desk approvals, contracting, and handoffs between Sales, Onboarding, and Customer Success.
• Analyze funnel performance and customer data to surface trends, bottlenecks, and opportunities, and translate findings into clear, actionable recommendations for stakeholders.
• Support monthly/quarterly revenue forecasting and business reviews by consolidating data from CRM, finance, and product usage sources.
• Evaluate, implement, and maintain the broader RevOps tool stack (CRM, sales engagement, BI/reporting, contract management) and manage integrations between these systems.
• Act as a cross-functional point of contact for data requests, ad hoc analyses, and process troubleshooting from Sales, Marketing, Customer Success, and Finance.
• Maintain data accuracy and compliance standards appropriate for a platform operating in the regulated BFSI (banking, financial services, and insurance) space.
What Are We Looking For?
• Bachelor's degree in Business, Economics, Engineering, Statistics, or a related field.
• 4+ years of experience in RevOps, Sales Operations, or a related function; prior experience at a B2B SaaS, fintech, or BFSI-facing company is a plus.
• Strong proficiency in Excel/ Google Sheets; working knowledge of SQL and comfort querying and interpreting large datasets.
• Hands-on experience with HubSpot and BI/ visualization tools (e.g., Looker, Power BI, Tableau, or Metabase).
• Sharp analytical and problem-solving skills, with the ability to translate raw data into clear business insights.
• Excellent communication skills and the ability to work cross functionally with Sales, Marketing, Customer Success, Finance, and Product teams.
• High attention to detail, strong process orientation, and comfort operating with ambiguity in a fast-paced startup environment.
Good to Have
• Exposure to enterprise or B2B sales cycles involving banks, NBFCs, or other regulated financial institutions.
• Familiarity with sales engagement, contract/ CPQ, or customer success platforms.
• Basic scripting or automation skills (e.g., Python, Google Apps Script) for reporting workflows.
• Prior experience supporting forecasting, quota-setting, or compensation processes.
Why Join AbleCredit?
You'll join a fast-moving team building GenAI-powered infrastructure for one of India's most consequential industries — lending. You'll have direct visibility into how the business runs end-to-end, ownership over the systems and data that leadership relies on daily, and the opportunity to shape RevOps practices as the company scales.
Position: MIS Executive
Experience: 1–2 Years
Industry: Finance / Banking / NBFC
Employment Type: Full-Time
Job Summary
We are looking for a detail-oriented MIS Executive to manage reporting, data analysis, and business information. The ideal candidate should have a Commerce/Finance background with strong Excel and coordination skills.
Key Responsibilities
· Prepare and maintain daily, weekly, and monthly MIS reports.
· Collect, analyze, and validate business data.
· Maintain Excel-based reports and dashboards.
· Perform data reconciliation and identify discrepancies.
· Coordinate with internal teams for timely data collection.
· Provide accurate reports and insights to management.
· Maintain proper records and documentation.
Requirements
· Graduate, preferably B.Com / Finance / Commerce.
· 1–2 years of relevant experience in Finance, Banking, or NBFC.
· Good knowledge of MS Excel and basic accounting.
· Understanding of banking/financial products.
· Strong communication, coordination, and analytical skills.
· High attention to detail and ability to meet deadlines.
To Apply
HR Swati
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
Experience: 1–2 Years
Location: Jaipur
Employment Type: Full-Time
Industry: Digital Marketing Agency
Job Overview:
We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.
Key Responsibilities:
- Coordinate with different internal teams to ensure timely task completion.
- Track project activities, deadlines, pending tasks, and deliverables.
- Maintain and regularly update CRM with accurate client and lead information.
- Manage follow-ups with internal teams and clients.
- Track client requirements, feedback, approvals, and pending information.
- Ensure proper client onboarding and handover between teams.
- Monitor CRM follow-ups and ensure no leads or client activities are missed.
- Identify process delays and escalate issues to the concerned manager.
- Prepare daily/weekly MIS and process reports for management.
- Maintain trackers, documentation, and process records.
- Support the team in improving internal processes and workflow efficiency.
Requirements:
- 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
- Good knowledge of Excel/Google Sheets and CRM tools.
- Strong communication and follow-up skills.
- Excellent organizational and time-management abilities.
- Ability to coordinate with multiple teams simultaneously.
- Strong attention to detail and problem-solving skills.
- Basic understanding of digital marketing is preferred.
- Ability to work in a fast-paced agency environment.
Key Skills:
CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation










