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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Key Responsibilities
- Collect, consolidate and manage data from various internal systems, SaaS platforms, CRM/ERP modules, logs, and databases.
- Generate daily, weekly, monthly, and ad-hoc MIS reports and dashboards for operations, sales, finance, customer-support or other relevant teams.
- Use advanced Excel to build, maintain, and manage complex spreadsheets — including pivot tables, VLOOKUP / HLOOKUP / INDEX-MATCH, SUMIF/COUNTIF, conditional formatting, charts/graphs, macros/VBA (if needed) to automate routine reporting tasks.
- Validate and clean data — ensure data integrity, consistency; identify and rectify discrepancies or anomalies.
- Collaborate with cross-functional teams (product, operations, support, finance, sales) to understand their data/reporting needs and deliver appropriate reports/insights.
- Provide ad-hoc data analysis or custom reporting as required by management or US stakeholders.
- Maintain documentation of reporting processes, data definitions/SOPs, report templates, and standard workflows.
- Ensure timely delivery of reports — especially considering night-shift schedule — so that US-based stakeholders receive data at start of their business day.
- Identify opportunities for process improvement and automation to make MIS reporting more efficient and reliable.
Required Skills & Qualifications
- Bachelor’s degree (in IT, Computer Science, Business, Statistics, or related field) or equivalent.
- Strong proficiency in Microsoft Excel — including advanced formulas/functions (VLOOKUP/HLOOKUP/INDEX-MATCH), pivot tables, charts/graphs, conditional formatting, data cleaning, data validation.
- Ability to build and maintain dashboards/reports; comfortable using Excel for recurring and ad-hoc reports.
- Strong analytical and problem-solving skills; ability to work with large datasets, identify trends, anomalies, and draw insights.
- Good communication skills — ability to coordinate with different teams/stakeholders, understand requirements, and present data/insights clearly.
- Readiness for night-shift work from office; ability to work independently, meet deadlines and manage time effectively.
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
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

Role – Client Reporting Specialist/BSA with 8+ Years of experience
Contract Term - 6 months
Notice Period – Immediate Joiner Only
Good communication skills . Experience in Request Intake, Triage & Prioritization, and SLA-driven delivery management.
Required
• Experience managing and triaging work through a ticketing system (e.g., Salesforce,
Monday.com, Jira, ServiceNow, Azure DevOps).
• Exceptional critical thinking skills — the ability to ask incisive questions, identify unstated
assumptions, and distinguish stated asks from underlying needs.
• Strong written and verbal communication skills; able to keep business partners informed
with clarity and set expectations with transparency.
• Strong organizational skills and the ability to manage a high volume of concurrent requests,
prioritize under shifting demands, and stay composed when urgent fire drills arise.
• A proactive, service-oriented mindset and the willingness to learn our internal business
context, systems, and stakeholders quickly.
Preferred
• Experience in a Business Intelligence, data analytics, or enterprise/client reporting
environment.
• Familiarity with Agile/Scrum delivery and daily standup routines.
• Exposure to data visualization or reporting tools (e.g., Qlik, Power BI, Tableau, Looker).
• Prior experience in a contract or staff-augmentation capacity supporting an established
internal team.
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

Client Reporting Specialist (Immediate Joiners Only) C2C Position
Business Intelligence & Client Reporting
.Hands-on experience in Request Intake, Triage & Prioritization, and SLA-driven delivery management.
• Experience in a Business Intelligence, data analytics, or enterprise/client reporting
environment.
• Familiarity with Agile/Scrum delivery and daily standup routines.
• Exposure to data visualization or reporting tools (e.g., Qlik, Power BI, Tableau, Looker).
• Prior experience in a contract or staff-augmentation capacity supporting an established
internal team.
Mandatory skills and experience:
- Hands-on experience working in an ITIL-aligned application support or service management environment.
- Strong experience in:
- Request intake and management
- Ticket triage and prioritization
- SLA monitoring and tracking
- Escalation management
- Stakeholder communication and coordination
- Ability to work closely with business users, support teams, and reporting stakeholders to ensure timely resolution of issues and requests.
- ITIL Foundation certification is preferred.
🚨 Hiring: MicroStrategy Developer
We are looking for an experienced MicroStrategy Developer for a 6-month contract opportunity.
📌 Role: MicroStrategy Developer
💼 Experience: 5+ Years
📍 Location: Bangalore / Hyderabad / Mumbai / Delhi
🏢 Work Mode: Onsite
📅 Contract: 6 Months
Key Requirements:
• 5+ years of hands-on MicroStrategy experience
• Strong experience in MicroStrategy development
• Strong SQL skills
• Experience in BI reporting and dashboard development
• Experience with data warehousing and analytics
• Ability to understand business requirements and develop reporting solutions
• Experience in troubleshooting and supporting MicroStrategy applications
Interested candidates can apply with their updated resume.
We are looking for a highly experienced Senior Salesforce Consultant / Salesforce Architect with strong expertise in Salesforce architecture, solution design, enterprise discovery, platform assessment, data analysis, integrations, and business process transformation.
The consultant will bring deep Salesforce platform expertise to the discovery and transformation team, supporting requirements gathering, assessment of existing Salesforce environments, data and process analysis, platform rationalization, and evaluation of Salesforce as a potential target platform.
The ideal candidate should be comfortable engaging with both business and technical stakeholders and translating complex business requirements into practical Salesforce capabilities and target-state solutions.
We are looking for a detail-oriented and analytical Data Analyst to join our team. The ideal candidate will be responsible for collecting, analyzing, and interpreting data to identify trends, generate insights, and support business decision-making.
The candidate should be comfortable working with large datasets, creating reports and dashboards, and communicating findings clearly to business stakeholders.
Key Responsibilities
- Collect, clean, organize, and analyze data from multiple sources.
- Identify trends, patterns, anomalies, and business opportunities from data.
- Create dashboards, reports, and visualizations for business teams.
- Track and report key performance indicators (KPIs).
- Perform ad-hoc analysis to support business and management decisions.
- Develop and maintain automated reports where possible.
- Work with stakeholders to understand reporting and analytical requirements.
- Ensure data accuracy, consistency, and quality.
- Present analytical findings in a clear and actionable manner.
- Maintain documentation for reports, dashboards, and data processes.










