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
Back Office • Ahmedabad, GJ, in