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Mid-level role, metro location, and broad SFDC-plus-analytics skillset increase applicant density.
Skills transfer across industries but Insurance/Financial Services preference increases domain fit sensitivity.
Explicit 5–6 years plus mandatory SFDC and analytics/domain preference makes filters strict.
Own end-to-end pipeline tracking and reporting across Insurance BU using Salesforce, ensuring data accuracy and timely insights for leadership.
Drive preparation, facilitation, and governance of monthly and quarterly pipeline and business reviews with senior leadership, managing agendas and action tracking.
Lead executive engagement tracking and monitor strategic initiatives' progress, resolving bottlenecks and providing decision-ready insights to influence growth and sales strategies.
5-6 years of experience in sales operations, growth operations, strategy, or business operations.
Hands-on experience with Salesforce (SFDC) for dashboard creation and pipeline management.
Graduate or Post-Graduate degree in Business, Finance, Economics, Statistics, or related field; Master's preferred as per last paragraph.
Prior exposure to Insurance or Financial Services domain is a strong advantage.
Experienced in integrating cross-functional stakeholder inputs and driving complex pipeline review processes at senior leadership levels.
Analytical mindset with advanced skills in Excel and PowerPoint to produce executive-ready models and presentations.
Strong relationship management skills with ability to influence multiple teams without formal authority in fast-paced, ambiguous environments.