Back Office

Maintain and update customer, lead, and business records.  Perform accurate data entry and maintain information in the company's CRM/system.  Prepare daily, weekly, and monthly reports as required.  Coordinate with the Sales Team regarding leads, follow-ups, customer information, and pending tasks.  Verify and organize customer and business information received from the Sales Team.  Maintain proper records related to client onboarding and internal processes.  Coordinate with Sales, Verification, Training, Customer Support, and Operations teams.  Trackpending tasks and follow up with the concerned team members.  Maintain and update Excel/Google Sheets records.  Prepare documents, reports, and other internal records as required.  Handle official emails and internal communication.  Ensure that all assigned data and documentation are accurate and up to date.  Maintain confidentiality of company information, customer data, leads, documents, and business records.  Assist management with administrative and operational tasks whenever required.  Perform other back-office and operations-related responsibilities assigned by the management.

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