Urgent Hiring CRM and ERP Finance - P2P Support Executive

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.

Salary:

Competitive, based on experience

Benefits

Health Insurance, Professional Development, Paid Leaves & Monthly 4th Saturday off

How to Apply? Interested candidates can share their updated resume at [email removed]

For more details, reach out via phone or WhatsApp at [phone removed]