CRM and Document Control Analyst

Confidential


Boutique Helper
Confidential • Ahmedabad, Gujarat • via Post Job
21 hours ago
Full–time
No Degree Mentioned
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Job description
Salary Range : Rs. 10000 - Rs. 15000 , based on skills, experience, and interview performance

Educational Requirement : 10th Pass

Work Arrangement : Work From Office

Gender Preference : Both male and female can apply

Skills Requirement : No predefined skills necessary

Experience Requirement : Fresher

Location : Prahlad Nagar

Working Hours : 10:30 AM - 8:30 PM | Monday to Saturday

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Cleantech Industry Resources


CRM and Document Control Analyst
Cleantech Industry Resources • Ahmedabad, Gujarat • via LinkedIn
1 hour ago
Full–time
Apply on LinkedIn
Job description
CRM DOCUMENT CONTROL ANALYST

Who We Are?

Cleantech Industry Resources accelerates United States solar, battery storage and EV projects by providing turnkey development as a service including 100% internal systems engineering. The company deploys a leading team that spun out of the largest solar power producer in the world. This team operates within a sophisticated suite of software to support projects from land origination, through to commercial operation.

Location

Ahmedabad

What We Offer
• Opportunity to join a top-notch, collaborative team of professionals
• Fantastic team environment and collaborative culture
• Professional development opportunities to grow into an industry leader
• Medical Insurance for the employee and family
• Spot Recognition bonus for exceptional performance
• Long Term Incentive policy
• Regular team outings, events, and activities to foster a positive work environment

Our Commitment to Diversity

At CIR, we are dedicated to nurturing a diverse and equitable workforce that truly reflects our community. We deeply value each person’s unique perspective, skills, and experiences. CIR embraces all individuals, regardless of race, religion, sexual orientation, gender identity, age, or nationality. We are steadfast in our commitment to fostering a just and inclusive world through intentional policies and actions. Your individuality enriches our collective strength, and we strive to ensure everyone feels respected, valued, and empowered.

Position Summary

As a CRM and Document Control Analyst at CIR, you will be responsible for maintaining and optimizing our CRM system, ensuring data accuracy, and managing efficient document control processes. This role involves accurate data entry, generating insightful reports, streamlining workflows, and ensuring compliance with document management standards while collaborating with cross-functional teams to support operational excellence.

Core Responsibilities

CRM Management:
• Perform accurate data entry and regular updates of customer information, project information, and other records in the CRM.
• Maintain data accuracy by performing routine data cleaning, deduplication, and validation to ensure the CRM databases' completeness.
• Customize and configure CRM settings, workflows, and fields to meet the needs of different departments.
• Monitor CRM system performance, troubleshoot issues, and coordinate with vendors for technical support as needed.
• Create and maintain documentation related to CRM processes, data standards, and user guidelines.
• Generate and distribute reports to stakeholders, providing insights into data trends and opportunities.
• Train new users on CRM best practices, system functionalities, and data entry standards.
• Implement and manage data import/export procedures for bulk updates and integrations with other tools.
• Collaborate with cross-functional teams to optimize CRM workflows and support ongoing projects.

Document Control:
• Define and maintain folder structures in SharePoint, ensuring proper organization for document storage and retrieval.
• Automate folder management processes to enhance efficiency and streamline document handling.
• Develop and maintain a document management system for organizing both digital and physical documents.
• Define and implement file naming conventions and instruct the team on consistent usage for easy document identification and access.
• Control document versions, ensuring changes are tracked accurately, with proper revision history maintained.
• Ensure compliance with company policies and regulations regarding document retention and confidentiality.
• Provide support for project documentation, including reviewing, approving, and archiving documents as required.
• Assist in auditing document control procedures and implementing improvements as needed.

Education Requirements
• Bachelor’s degree in Business Administration, Information Management, or a related field

Technical Skills and Experience

Software Proficiency:
• Salesforce
• Monday.com
• QuickBase
• Procore
• SharePoint

Additional Requirement
• Familiarity with CRM customization, document management software, SharePoint, and version control practices.
• Basic understanding of data analysis and reporting tools.
• Technical troubleshooting skills and experience with data import/export processes.

Project Management:
• Experience in managing design projects from conception to implementation
• Ability to coordinate with other engineers and stakeholders

Renewable Energy Systems:
• Understanding of solar energy systems and their integration into existing infrastructure

Experience

7+ years of experience in Design/ Electrical engineering, with a focus on solar energy projects.

Psychosocial Skills /Human Skills/Behavioural Skills
• Strong attention to detail and accuracy in data management and document handling.
• Strong analytical, organizational, and problem-solving skills.
• Management experience a plus.
• Entrepreneurial mindset with the ability to take ideas and run with them from concept to conclusion.
• Technical understanding of clean energy business processes
• Exceptional verbal and writing communication skills with superiors, peers, partners, and other stakeholders.
• Excellent interpersonal skills while managing multiple priorities in a fast-paced and ever-changing environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The physical demands of this job require an individual to be able to work at a computer for most of the day, be able to participate in conference calls and travel to team retreats on a time-to-time basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Conditions

The work environment is usually quiet (normal city traffic noises are common), a blend of artificial and natural light, temperate and generally supports a collaborative work environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer

At Cleantech Industry Resources, we embrace diversity and uphold a strong dedication to establishing an all-encompassing atmosphere for both our staff and associates. Our choices in employment are free from any bias related to race, creed, nationality, ethnicity, gender, sexual orientation, gender identity, gender expression, age, physical limitations, veteran status, or any other legally safeguarded attributes.

Being an integral part of Cleantech Industry Resources means you can expect to be immersed in a realm of professional possibilities within a culture that nurtures teamwork, adaptability, and the embracing of all. Read more