Company Description XenTegra Private Limited is a leader in End-User Computing (EUC), focused on enabling user-centric workspaces that are securely accessible from any location and on any device. The company partners closely with customers to design and implement solutions that support modern, flexible work environments. XenTegra provides value by advising clients on integrating core technologies into cohesive, scalable digital platforms. The organization is committed to helping customers future-proof their digital transformation initiatives through expert guidance and practical implementation support.

Role Description The Business Operations Analyst is a full-time, on-site role based in Mumbai. The analyst will review and optimize business processes, track operational performance metrics, and support continuous improvement initiatives across teams. Day-to-day responsibilities include gathering and analyzing data, preparing reports and dashboards, and identifying trends and opportunities to enhance efficiency and service delivery. The role involves collaborating with stakeholders to document requirements, recommend process enhancements, and assist in implementing operational changes. The analyst will also support management with decision-making by providing clear insights, presentations, and communication on key business indicators.

Position Summary

The Back Office Operations Lead will be responsible for ensuring the smooth day-to-day operation of the company's internal business processes. This individual will coordinate finance administration, maintain CRM and ERP data accuracy, support HR administration, and work closely with our outsourced Chartered Accountant (CA) and accounting firm.

This is a 100% onsite position based in Thane West and requires close collaboration with leadership, sales, services, vendors, and customers.

Key Responsibilities

Finance Operations & Business Coordination

Coordinate Accounts Receivable (customer collections and payment follow-ups).
Coordinate Accounts Payable and vendor payment schedules.
Coordinate with the outsourced accounting company for timely book keeping , reporting requirements, data accuracy and compliances
Verify purchase orders, quotations, invoices, vendor bills, and payment records.
Track customer renewals, subscriptions, and recurring invoices.
Ensure all financial documentation is complete and audit ready.
Ensure all government payments/ Compliances are timely met
Maintain organized digital records and supporting documentation.

Sales Support & CRM Update

Maintain accurate customer, partner, and vendor records.
Ensure opportunities are updated and complete.
Verify opportunity stages, expected close dates, and forecasting information.
End to end sales operations– Including Order processing, vendor communication, invoice generation & Update, Payment & commissions
Ensure all the above steps are timely recorded in CRM
Coordinate with Sales and Services teams to maintain CRM hygiene.
Assist with dashboards and executive reporting.

Zoho Books Administration

Verify synchronization between Salesforce and Zoho Books.
Monitor invoice status and payment tracking.
Prepare reports required by management along with the accounting firm.

HR & Office Administration

Support day-to-day HR administration including:

Employee onboarding and documentation.
Employee file management.
Leave and attendance coordination.
Recruitment interview scheduling.
Employee engagement activities.
Training record maintenance.
Office administration and facility coordination.
HR Policies update, compliance and management
Health insurance support along with provider
Ensure all HR compliances, Taxation, PF, Professional fees etc are being time managed

Process Improvement

Document and improve Standard Operating Procedures (SOPs).
Coordinate cross-functional operational projects.

All other leadership support as required from time to time

Technical Skills

Advanced Excel functions including Pivot Tables, XLOOKUP/VLOOKUP, formulas, charts, and dashboards.
Salesforce CRM
Zoho Books
Microsoft Word
PowerPoint
Outlook
Microsoft Teams

Preferred Qualifications

Bachelor's degree in Commerce (B.Com), Business Administration (BBA), Finance, Accounting, or Operations.
MBA is an advantage but not mandatory.
3–6 years of experience in Business Operations, Office Administration, HR, Finance Coordination, or Back Office Operations.
Experience working in an IT company, technology distributor, system integrator, or professional services organization is preferred.

Core Competencies

Excellent organizational and planning skills.
Strong attention to detail.
Financial and business acumen.
Process-oriented mindset.
Strong analytical and problem-solving abilities.
Excellent written and verbal communication.
Ability to multitask and prioritize effectively.
High level of integrity and confidentiality.
Proactive and self-motivated approach.

XenTegra Private Limited

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Business Operations Analyst