BeFiSc is a financial data intelligence and risk technology company helping businesses
make safer, faster, and smarter decisions. We work with organizations across Fintech,
BFSI, Insurance, Digital Lending, and Financial Services.
Our core focus is Fraud Prevention, Risk Analysis, and Financial Data Intelligence.
Using technology, APIs, data analytics, and large-scale data processing, we help businesses
detect suspicious patterns, assess customer and transaction risks, verify identities and
businesses, and turn complex financial data into actionable insights.
Our solutions support critical use cases including customer onboarding, underwriting,
fraud detection, identity and employment verification, financial analysis, due
diligence, and risk monitoring.
Job Overview
We are looking for an experienced and technically strong RevOps & Automation Specialist
to lead advanced data management, reporting, automation, and CRM analytics activities.
The ideal candidate should have expert-level knowledge of MS Excel and Google Sheets
formulas, report and summary preparation, Google Apps Script, and code-based web
scraping. The candidate should also have hands-on experience with Zoho CRM
administration, report creation, dashboards, workflows, and CRM data management.
The role requires a combination of analytical thinking, technical expertise, problem-solving
ability, and ownership to improve data quality, reporting efficiency, business visibility, and
operational productivity.
Key Responsibilities
1. Advanced Reporting & Data Analysis
● Prepare and maintain daily, weekly, monthly, and customized MIS reports,
management summaries, and business performance reports.
● Analyze large datasets and convert raw data into meaningful business insights and
actionable summaries.
● Develop automated reporting systems, KPI trackers, performance reports, and
management dashboards.
● Identify trends, anomalies, data gaps, and performance improvement opportunities.
● Present complex data in a structured, accurate, and easy-to-understand format for
management and internal stakeholders.
2. Advanced Excel & Google Sheets
● Demonstrate expert-level knowledge of Excel and Google Sheets formulas and
advanced data handling.
● Work extensively with complex formulas, including ARRAYFORMULA, QUERY,
FILTER, INDEX-MATCH, XLOOKUP, VLOOKUP, SUMIFS, COUNTIFS, LET,
dynamic arrays, and other relevant functions.
● Build advanced Pivot Tables, data models, automated summaries, reconciliation
reports, and reporting templates.
● Optimize formulas and spreadsheets for performance when handling large datasets.
● Develop reusable reporting frameworks, validation rules, conditional formatting, and
data quality checks.
3. Automation & Google Apps Script
● Develop, maintain, and optimize Google Apps Script solutions for reporting, data
processing, validation, and operational automation.
● Automate repetitive manual tasks, reporting workflows, data updates, notifications,
and tracking systems.
● Create custom functions, triggers, scheduled jobs, and integrations using APIs where
required.
● Troubleshoot script failures, improve execution efficiency, and maintain reliable
automation.
● Document scripts, workflows, dependencies, and troubleshooting procedures.
4. Code-Based Web Scraping & Data Extraction
● Code-Based Web Scraping & Data Extraction
● Develop and maintain code-based web scraping solutions using Python and relevant
libraries/frameworks.
● Extract company, business, and Point of Contact (POC) information from permitted
and appropriate online sources.
● Automate data collection, enrichment, cleaning, validation, and structuring.
● Handle pagination, dynamic web pages, structured data, and extraction challenges
using suitable technical approaches.
● Implement error handling, logging, deduplication, and data validation mechanisms.
● Follow applicable privacy, data protection, website terms, and access restrictions; do
not bypass CAPTCHAs, authentication, or anti-bot controls.
5. Zoho CRM Administration & Analytics
● Manage and maintain Zoho CRM configurations, modules, fields, layouts, users,
roles, profiles, permissions, and related settings.
● Create and maintain customized CRM reports, dashboards, KPI trackers, and
management summaries.
● Configure workflows, field mappings, validation rules, assignment rules, and
automation as required.
● Manage CRM data quality, duplicate records, account/contact ownership, and data
consistency.
● Support CRM data imports, exports, bulk updates, migration, and reconciliation.
● Analyze sales pipeline, lead performance, account activities, conversion metrics, and
team productivity.
● Troubleshoot CRM issues, support users, and coordinate with internal teams or Zoho
Support for advanced requirements.
● Maintain CRM documentation and follow data access and governance standards.
6. Data Mining & Database Management
● Plan and execute company and POC data research, mining, enrichment, and
validation activities.
● Maintain structured, accurate, and relevant company and contact databases.
● Identify and eliminate duplicate, outdated, invalid, and mismatched records.
● Prepare segmented datasets for sales prospecting, business development, and
marketing campaigns.
● Ensure adherence to defined data quality standards and internal DND requirements.
7. Team Coordination & Process Improvement
● Coordinate with Sales, Business Development, Marketing, Product, IT, and
Management teams.
● Understand business reporting requirements and translate them into technical
solutions.
● Identify bottlenecks and recommend improvements in reporting, automation, and
CRM processes.
● Guide junior team members on formulas, reporting standards, data quality, and
process execution.
● Take ownership of assigned projects, timelines, deliverables, and issue resolution.
Required Skills
● Expert-level MS Excel and Google Sheets knowledge, including advanced formulas
and reporting techniques.
● Strong expertise in MIS reporting, business summaries, data analysis, and
dashboard development.
● Practical experience in Google Apps Script automation.
● Strong coding knowledge in Python for web scraping and data processing.
● Hands-on Zoho CRM administration experience.
● Proven ability to build custom reports and dashboards in Zoho CRM.
● Understanding of CRM workflows, modules, fields, permissions, data management,
and automation.
● Strong database management, data cleaning, validation, and reconciliation skills.
● Analytical thinking, problem-solving, attention to detail, and ownership.
● Strong written and verbal communication skills.
Required Qualifications & Experience
● Bachelor’s degree is mandatory.
● 1–4 years of relevant experience in data mining, lead generation, online research,
database management, or a similar role.
● Demonstrated hands-on experience in advanced Excel/Google Sheets reporting and
automation.
● Practical experience developing Google Apps Script solutions.
● Experience in Python-based web scraping and data extraction.
● Hands-on Zoho CRM administration, reporting, and dashboard development
experience.
● Ability to manage large datasets and multiple business requirements independently.
● Proven track record of process automation, reporting improvements, or CRM
optimization.
Preferred / Good to Have
● Experience in FinTech, NBFC, BFSI, lending, or financial services.
● Experience with Zoho CRM APIs, Deluge, webhooks, and third-party integrations.
● Knowledge of SQL, REST APIs, JSON, and data integration.
● Familiarity with Salesforce CRM or other CRM platforms.
● Experience in building management dashboards and automated MIS reporting
frameworks.
● Experience mentoring junior team members and managing cross-functional projects.
Key Performance Areas
● Accuracy, completeness, and timeliness of management reports and summaries.
● Reliability and efficiency of reporting automation.
● Reduction in manual reporting effort and repetitive operational tasks.
● Quality and performance of Excel/Google Sheets reporting solutions.
● Effectiveness and reliability of web scraping and data extraction solutions.
● Accuracy, consistency, and usability of Zoho CRM reports and dashboards.
● CRM data quality, process compliance, and resolution of data issues.
● Timely delivery of assigned projects and stakeholder requirements.
● Contribution towards productivity improvement and team development.
Ideal Candidate Profile
The ideal candidate is technically strong, analytical, proactive, and detail-oriented, with the
ability to independently handle complex reporting, automation, data extraction, and CRM
administration requirements.
The candidate should be comfortable converting business requirements into practical
technical solutions, managing multiple priorities, troubleshooting problems, and taking
end-to-end ownership of deliverables.
Why Join BeFiSc?
● Build and work on high-impact, data-driven products used by financial
institutions.
● Solve complex problems in fraud detection, risk assessment, and financial
intelligence.
● Work with large-scale data, APIs, analytics, and modern technologies.
● Take ownership and responsibility from an early stage.
● Work in a fast-paced environment where ideas can quickly turn into real
products.
● Learn directly from real-world financial use cases and continuously grow with
the company.
Read by ReLoop.me
A hands-on operator who builds the reporting, automation, scraping and CRM systems behind commercial and risk teams, owning data quality and process improvement.
Level (indicative): Expert. Title vs scope: aligned. Requirement inflation: low. Shape of the role: leans execution; leans build / define.
Core capabilities: Advanced Excel and Google Sheets formulas, google Apps Script automation and python web scraping and data extraction.
Not for you if you want to manage a team, or you need a clearly bounded scope.
Indicative, AI-generated read, no salary range. Full read and sourcing · ReLoop.me
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