Investigating specialist (Middle-Sr Level)

Job Description

Role & Responsibilities - - Regularly review Salesforce and CRM software to track ongoing tasks and processes. - Ensure all entries, including sales invoices, purchase invoices, and other workflow tasks, are completed correctly. - Identify any pending or incorrect entries and instruct the respective teams to take necessary actions. - Follow up with teams to ensure timely completion of tasks and compliance with internal processes. - Generate reports on CRM performance and highlight any discrepancies or delays. - Collaborate with different departments to improve workflow efficiency. - Maintain data accuracy and ensure system records are updated as per company policies. - Strong attention to detail and process monitoring skills. - Excellent communication and coordination abilities to interact with multiple teams. - Ability to work proactively and ensure compliance with set procedures. Additional Details: * Monitor daily tasks and ensure accurate and timely completion of processes, including sales invoices and purchase invoices * Regularly review Salesforce and CRM software to track ongoing tasks and processes. * Generate reports on CRM performance and highlight discrepancies or delays. * Collaborate with different departments to improve workflow efficiency. * Maintain data accuracy and ensure system records are updated as per company policies This role requires a proactive approach to process monitoring and coordination to ensure smooth business operations.