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Job Description
Structured overview of role & requirementsAbout This Role
Maintain and ensure hygiene of sales pipeline and CRM data, preparing reports and dashboards for management review.
Track key sales metrics, renewals, and repeat business in collaboration with sales and delivery teams to drive follow-ups and completions.
Conduct win/loss analysis and market/client research, coordinating with Finance, Delivery, and Pre-sales teams for business insights.
Minimum Requirements
Graduation or Post Graduation in Finance, Commerce, or Management.
Proficiency in MS Excel & PowerPoint; experience with CRM systems like NetSuite or Salesforce is mandatory.
Experience with Salesforce Reports and Dashboards.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced with CRM data management and sales operations metrics, preferably with Salesforce CRM admin exposure.
Strong analytical and research skills with attention to detail and quantitative business acumen.
Capable of ownership and initiative-taking, comfortable working cross-functionally with sales, finance, and delivery teams.
