Back Office Executive_IT

Job Description

Designation : Back Office Executive

Shift Timing : 10 : 00 AM - 7 : 00 PM

Location : Ahmedabad

Job Summary :

We are looking for a proactive and detail-oriented individual to handle both back-office operations and pre-sales support activities. This role involves managing administrative tasks, preparing sales documentation, supporting the sales team with client coordination, and maintaining data accuracy throughout the sales process.

Key Responsibilities :

Back Office Responsibilities :

Maintain and manage customer records, sales data, and internal databases.

Prepare reports, invoices, quotations, and documentation as required.

Handle email and telephonic communication in a professional manner.

Organize and file important documents (digital and physical).

Pre-Sales Support Responsibilities :

Assist the sales team in responding to client inquiries and preparing proposals.

Create and format presentations, brochures, and other client-facing material.

Follow up with prospects for documentation or clarification as needed.

Maintain CRM systems with updated lead and opportunity data.

Support the sales pipeline by scheduling meetings and tracking lead progress.

Key Skills & Competencies :

Strong written and verbal communication skills

Proficient in MS Office (Excel, Word, PowerPoint) and CRM tools

Excellent organizational and multitasking ability

Strong attention to detail and accuracy

Ability to coordinate with multiple teams and meet deadlines

Customer service-oriented mindset

Qualifications :

Bachelor’s degree in Business Administration, Marketing, or related field

0-1 years of experience in back office / pre-sales / support roles preferred

Experience with CRM systems (Zoho, Salesforce, etc.) is an advantage

Requirements

Communication skills : English communication skills, both written and verbal Collaborate with the clients on their respective daily functions ATO Payment Plan Set up, Refund Process, Interest and Penalties Waive off Academic qualifications & experience : Minimum 2+ years of Australian Tax experience Bachelor's or Master's degree in accounting CA / CS / ICWA Dropouts CA / CS / ICWA Qualified