Job description
Role Overview
We are seeking a smart, technically strong, and detail-oriented professional to join our team as a CRM & ERP Finance P2P Support Executive. The ideal candidate should have experience in client relationship management along with a strong understanding of finance operations, especially Procure-to-Pay (P2P) processes within ERP systems.
This role requires a combination of customer handling, system expertise, and financial process knowledge to ensure smooth business operations and excellent client experience.
Key Responsibilities
- Manage end-to-end client communication and maintain strong, long-term relationships.
- Handle and maintain CRM systems (Salesforce, Zoho, HubSpot, etc.) effectively.
- Provide support for ERP Finance P2P processes including requisition, purchase orders, invoice processing, and vendor payments.
- Monitor client engagement, respond to queries, and resolve issues promptly.
- Coordinate with sales, finance, procurement, and IT teams for seamless operations.
- Maintain and update vendor and client master data in CRM/ERP systems.
- Track invoices, payments, and ensure timely processing within ERP.
- Analyze client and financial data to generate reports, MIS, and dashboards.
- Follow up for renewals, payments, and new business opportunities.
- Ensure proper documentation, compliance, and audit readiness.
- Support month-end closing activities and reporting.
Requirements
- Bachelors degree in Commerce / Finance / Business Administration / IT or related field.
- 1-4 years of experience in CRM, client handling, or ERP Finance (P2P Support) roles.
- Strong understanding of Procure-to-Pay (P2P) cycle and client lifecycle management.
- Hands-on experience with CRM tools and ERP systems (SAP / Oracle / Microsoft Dynamics preferred).
- Excellent communication skills in English (verbal & written).
- Strong analytical, problem-solving, and critical thinking skills.
- Ability to multitask, prioritize, and work in a fast-paced IT environment.
- Good understanding of financial workflows and data handling.
Preferred Skills
- Experience in invoice processing, vendor reconciliation, and payment cycles.
- Proficiency in CRM tools like Salesforce, Zoho, HubSpot, or Microsoft Dynamics.
- Strong knowledge of Excel, MIS reporting, and data analysis.
- Exposure to lead management, campaign tracking, and customer segmentation.
- Team player with a proactive, customer-first approach.
