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Job Description
Structured overview of role & requirementsAbout This Role
Maintain and update accurate records in the DealCloud platform for the Originations team.
Manage vendor invoice data including verifying, inputting, tracking, and submitting invoices for payment.
Support data cleanup, quality control, and reporting within DealCloud and Excel to ensure data accuracy.
Minimum Requirements
Strong proficiency in Microsoft Excel including advanced functions and managing large spreadsheets.
Experience with CRM or database systems; experience with DealCloud preferred but not mandatory.
Location requirement: Based in Pune, India.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Detail-oriented with a strong focus on data accuracy and quality control in administrative and financial data tasks.
Organized and capable of managing multiple priorities and deadlines independently in a dynamic operational environment.
Experience or comfort working with CRM/database platforms and Excel to support data-driven teams effectively.