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Lead - Information Process and System

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

FOUNDING YEARS LEARNING SOULUTIONS PRIVATE LIMITED's logo

Lead - Information Process and System

Pushpakanth R's profile picture
Posted by Pushpakanth R
3 - 5 yrs
₹6L - ₹10L / yr
Bengaluru (Bangalore)
Skills
Salesforce
Management Information System (MIS)
CRM Tools

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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I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About FOUNDING YEARS LEARNING SOULUTIONS PRIVATE LIMITED

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● Ability to handle sensitive and confidential information responsibly

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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).


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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.


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• 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.


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• 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.

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The recruiter has not been active on this job recently. You may apply but please expect a delayed response.

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CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation

Read more
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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