Workstreet

Customer Collections, CRM Analyst

Workstreet

full-time

Posted on:

Location Type: Remote

Location: India

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About the role

  • Follow up with customers regarding late payments.
  • Navigate a customer’s current standing through its sales, service, and delivery teams internally, to ensure we have the right contact and contact information
  • Work directly with the external Accounting team, learning how Accounting systems work and ensuring that internal systems are in line with external processes.
  • Complete deal / Company record completeness in HubSpot, ensuring all required fields are accurately populated and up to date.
  • Maintain data integrity across HubSpot, Streetsmart, Airtable, and other internal systems
  • Provide updates on customer observations, opportunity progression, and contract status
  • Process invoicing and submit accounting forms or billing adjustments
  • Review and confirm customer details, applicable frameworks, and company information
  • General data management projects – retroactive reviews, backfilling information, and updating lists of current customer statuses

Requirements

  • 3+ years of experience in customer-facing sales support, deal desk, accounting / collections, or similar roles
  • Proven experience working in HubSpot or other CRM
  • Experience with Notion for documentation (strongly preferred)
  • Exposure to CRM data audits, reporting
  • Strong proficiency in Google Workspace (Docs, Sheets, Drive)
  • Experience handling contracts, proposals, and sales documentation
  • Highly detail-oriented with a strong commitment to data accuracy across multiple systems
  • Comfortable working with multiple SaaS tools simultaneously in a fast-paced environment
  • Clear and proactive communicator who collaborates effectively with sales teams and stakeholders
  • Reliable and self-directed, with the ability to consistently perform in a remote setup
Benefits
  • Career Development: Clear path with mentorship and training opportunities
  • Technical Training: Comprehensive onboarding on security and compliance frameworks
  • Competitive Compensation: A competitive base salary with regular performance reviews linked to merit-based appraisals and bonus opportunities.
  • Growth Opportunity: Early-stage company with significant room for career advancement.
  • Remote-First Culture: Flexibility to work from anywhere while collaborating with a global team.
  • Work Environment Requirements: Reliable high-speed internet connection and quiet, professional home office setup.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data managementCRM data auditsreportingcontract handlingproposal managementsales documentationdata accuracyinvoicingbilling adjustmentscustomer record management
Soft Skills
detail-orientedproactive communicationcollaborationself-directedreliability